Looking for funds that fit your goals? Check out our new COL Fund Screener!
COL Financial
Expert
Key Points
Having trouble choosing from the numerous funds available in COL? The COL Fund Screener makes your decision-making process easier by providing a customized shortlist of funds that align with your unique investment strategy and preferences.
Looking for the right fund for you?
Choosing from over 50 local and global funds can be overwhelming, but our new Fund Screener makes it simple and stress-free.
With this new feature, you can save time by quickly narrowing down your options to the most relevant funds and tailoring your search to match your specific investment strategy and preferences.
Here's a step-by-step guide on how to use it:
1. Log in to your COL account and go to the “Mutual Fund” tab
2. In the COL Fund Source website, click on the “Funds” tab then select “List of All Funds”
3. Set your filters
• Fund House: Select funds from your preferred investment companies
• Fund Type: Choose from money market, bond fund, balanced fund, and equity fund, whichever fits your investment strategy
• Risk Rating: Identify funds based on their risk levels, from conservative to aggressive, to suit your risk tolerance
• Geographic Exposure: Focus on funds with exposure locally or globally
4. Review your options
The Fund Screener will generate a list of funds that match your selected criteria. You can view the detailed information about each fund by clicking “View Fund Overview”
5. Invest in your selected fund
Once you've found the right fund for you, you can proceed to invest directly by clicking the “Invest” button and entering the amount you wish to invest.
For any questions or concerns, you can email us at helpdesk@colfinancial.com
This article is part of Your Investing Journey - COL's monthly email newsletter that contains insights and strategies by the COL community to help you achieve your financial goals. Click here to read more articles like this.
COL Financial is the country’s most trusted wealth-building partner where more than 400,000 Filipinos invest in stocks and mutual funds. COL was founded on the belief that ’every Filipino deserves to be rich’. That is why, for twenty years now, we remain committed to help Filipinos build wealth by continuously providing free seminars, expert guidance and innovate tools.