Travis Valuation — Benjamin Graham-style stock valuation

•Free covers the top 100 funds — Pro unlocks the full 8,900+ fund universe (every ETF and mutual fund on NASDAQ, NYSE, AMEX, and TSX).

•Screens ETFs and mutual funds with sector breakdown, distribution yield, and CAGR (Compound Annual Growth Rate — the smoothed average yearly return that would take a fund from its starting value to its ending value; for a broad equity fund a long-run ~7–10%/yr is healthy, and much above ~12%/yr usually comes with more risk).

•Open the Deep Valuation drawer on any fund for a closer look.

•Export results to CSV.

Funds

Funds