Financial Services Industry

Analyze These Funds On Your Pc - Steele Mutual Fund Expert/Kiplinger Special Edition, financial analysis software - Brief Article - Product Announcement

Kiplinger's Personal Finance Magazine, Sept, 2001

BE YOUR OWN financial analyst, with software that lets you rank and sort more than 13,500 funds. Steele Mutual Fund Expert/Kiplinger Special Edition is available at a savings of 30% off its regular price. Data will be to July 2, 2001.

You can filter the database--that is, pinpoint the funds that, for example, specialize in stocks of large, undervalued U.S. companies. Or filter to discover which funds beat Standard & Poor's 500-stock index over the past five years, or during each of the past five years. The possibilities for filtering are almost limitless. Included is a dropdown list of ready-made filters and groups of funds.

Most RecentFinancial Services Articles

Once you've run a filter, rank the results by total returns over many periods, or by expense ratios or any other data field. In addition to investment categories, each fund's investment style is now included, such as whether it specializes in large or small companies, or in fast-growing or undervalued companies.

You'll also find yields, asset sizes, portfolio-turnover rates, standard deviations (volatility), percentages of assets invested in stocks, bonds or cash, plus data on 150 indexes, and even links to each fund company's Web site.

The software costs $32 plus $3 for shipping (regularly $49.95). It comes only on CD-ROM for Windows 95/98/NT/2000/Me and requires a 486 or better PC, 16 megabytes of RAM and 30MB of available harddrive space.

The fastest way to order is on the Internet, at www.mutualfundexpert.com, where you can download and pay by credit card; or call 800-237-8400, ext. 728. Payment may be made by American Express, MasterCard or Visa. Or send a $35 check (California residents, $37.64) to Steele Systems Inc., Dept. 728, P.O. Box 241844, Los Angeles, CA 90024.

While you can sort and select among 4,000 funds at our Web site (www.kiplinger.com), the software offers additional options.