Storing Your Screens
For your convenience, you may save up to 10 Advanced Screens to run or modify at a later date. Saved screens may be accessed by selecting the Screen Manager link at the top of the Advanced Screen Wizard. You may review the parameters of a saved screen by clicking its name. Links for running, modifying and deleting saved screens are located to the right of each saved screen name in the Screen Manager.

Running the Wizard
When the Run Wizard button is selected, the Advanced Screen Wizard will scan the entire O'Neil Database® for funds that match the criteria entered. Once the scan is complete, the Preliminary Report/Sorting Options page will appear and the number of funds found that met the criteria will be displayed. The parameters of the screen will be listed near the bottom of the page. If you wish to modify your criteria, clicking the Modify Criteria button allows you to do so.

Report Formatting
You may specify a Primary and Secondary sort for your final results and then click the Display Results button to view the results of your screen. Please note: the Advanced Screen Wizard will return a maximum of 200 funds. If more than 200 funds match your criteria, your final results will show the top 200 funds, according to the sort options you selected.

Screen Results
The final page of the Advanced Screen Wizard lists the funds that meet your criteria, and shows the following data for each fund:

• Chart link
• Symbol
• Fund Name
• Fund Objective
• Net Asset Value
• NAV Change from Prior Day
• Year-to-date Return
• 3-Year Return
• O'Neil Rank vs All Funds
• O'Neil Rank vs Category

You are able to sort the funds on this page by clicking on any of the headings in this table (click once for ascending and twice for descending). The results page also provides links to a graph of the fund and the Fund Profile.

On the results page, you may save your screen for future use, modify the screen's criteria, print the results of the screen, or start a new Advanced Screen by clicking the appropriate button. You may also click the Screen Manager link at the top right corner of the page to return to the Advanced Screen Wizard home page.

Stock Ownership

The Stock Ownership feature provides information on which funds hold a particular stock as one of their top 25 positions. To display the Stock Ownership data, click the 'Stock Ownership' button on the left navigation bar. On the Stock Ownership page, enter a stock's ticker symbol in the Stock Ticker field and click the "Show Owners" button.

Stock Ownership Tables
Two tables will be displayed, the first sorted by Percent of Stock Shares Held by the fund and the second by Percent of Fund Assets Invested in the stock. Both tables include the following information:

• Fund Name
• Symbol
• % of Shares Held*
• % of Fund Assets*
• O'Neil Rank vs. All Funds
• Date of Portfolio*
• Links the Fund Profile, Performance Analysis and Fund Holdings information.
• Subscribers of the Stock Graphs may click the chart icon to open a Daily Graphs Online Stock Graphs of the stock.

If you'd like to see further details of the Fund's holdings and the stock's position in that Fund's holdings, click the "H" link on the right side of the table. The Fund's Holdings will be displayed and the holdings for that particular stock in question are highlighted.

Fund Research

DG Fund Center provides the following Fund Research options:

Graph
To utilize the graph features in the Fund Center, select the Graph radio button under Fund Research, enter the fund symbol and select Submit. Note: if you do not know the symbol, click on the Symbol Lookup link below the Submit button. A new Graph window will open and display the following options:

• Daily—Displays a daily chart of the fund.
• Weekly—Displays a weekly chart of the fund.
• Comparison—The Comparison feature allows you to graph multiple funds and/or indices on the same chart. The Comparison graph will "grab" the fund symbol that was plotted in the main graph window and plot its total return over a rolling one-year period. This one-year total return is displayed in the key in the upper left-hand corner of the page. The beginning and ending dates are displayed in the lower left-hand corner of the page.
   
  • To add an additional fund, type the symbol in the Enter Symbol field and click on the Add button, or use the Enter key. If you do not know the fund symbol, use the Name Search feature under the Tools button.
  • To add an index, choose the desired index from the drop down menu in the Select Index box and click on the Add button, or use the Enter key.
  • To delete a fund or index, select the symbol from the Symbol List drop down menu and click on the Del key. The corresponding fund or index will be removed from the Comparison chart.
  • To change the Start and End Dates, click on the corresponding calendar icon, choose the time period you would like to plot and select Graph. The chart will refresh and plot the total return for the funds and/or indices over the new time period.
  • To print the Comparison chart, click on the Print button.
  • To use the Line Pen feature, select this option under the Tools button.
     
• Print—Sends the graph to the printer.
• Tools
• Name Search—the Name Search tool is capable of locating any fund that is a part of the O'Neil Database® of nearly 12,000 funds. The Name Search tool searches the database in one of two ways. The default method is to locate all funds that begin with the letters entered in the Search field. For example, entering the letters "Am" will display a list of funds that begin with words such as "Amer Century" and "Amer Express". An optional method is to search the database for fund names that contain a combination of letters. For example, entering the letters "ext" will display a list of funds that contain words such as "Extended", "Next", and "Text." To perform this type of search, place a check mark in the box next to "Fund Name Contains…" before pressing the Search button.

  When conducting a name search, this tool will display in alphabetical order, the names of up to 25 funds at a time. When more than 25 funds are returned in a search, the forward key ("»") will become active. Pressing the forward key will display the next group of up to 25 funds. The backward key ("«") will return the previous list of funds.

  When the desired fund name is located in the result field, its graph can be viewed in one of two ways: double-click the fund name; or highlight the name and click the Graph button.

  This tool may be moved outside of the browser window area to allow the entire chart and its data to be seen. To close the Name Search tool, click the Close button, the x button, or press the Escape key.

• Mark Line Graphs—This feature "marks" each trading day on a daily chart with a dot. Enable this feature by selecting it from under the Tools menu. To disable this feature and view a smooth line graph, select it again from under the Tools menu.
• Line Pen—To make it easier to view chart patterns, areas of support or resistance and other technical information, we offer the ability to draw lines on any chart. To create a line, activate the Line Pen tool from the menu, move the mouse cursor to the desired point on the chart and while holding the left mouse button down, move the cursor across the chart. Release the mouse button to complete this task. To remove a line, simply refresh the chart by pressing the Enter key or any of the graph buttons. To disable this feature, select the Line Pen tool again.

Fund Profile
To access the Fund Profile page, select the Profile radio button under Fund Research, enter the fund symbol and select the Submit button. Note: if you do not know the symbol, click on the Symbol Lookup link below the Submit button.

The Fund Profile contains a general overview of the fund. Information is presented in the following areas:

• Fund Basics – Includes general information such as current net asset value, investment objective and fund family.
• Performance and Risk Characteristics – Presents items such as best and worst returns over various time periods, standard deviation, and Modern Portfolio Theory (MPT) statistics.
• Tax Efficiency – Displays the fund's distribution frequency, yield, 5-year after tax return and portfolio turnover.
• Expenses – Includes any front-end loads, sales charges and other fund expenses.
• How to Invest – Provides contact information for the fund as well as the minimum initial investment.
• Management – Displays the name of the fund manager(s) and the corresponding start date.
• Investment Policy Statement – Presents the fund's investment objective as listed in the latest prospectus.

A Printer-Ready version of the Fund Profile page is available. To access it, click on the link in the upper right-hand corner of the page.

Fund Performance
To access the Fund Performance page, select the Performance radio button under Fund Research, enter the fund symbol and select the Submit button. Note: if you do not know the symbol, click on the Symbol Lookup link below the Submit button.

• Calendar Year Comparisons – A graphical presentation of total return for the year-to-date period as well as each of the prior five calendar years. Results for the fund, S&P 500 and the Best Fit index (where applicable) are presented.
• Cumulative Total Return tables – Total return for the fund, S&P 500 and the Best Fit index (where applicable) are presented for a variety of time periods. The Current table has returns through the previous business day, while the Prior Month table displays returns through the end of the prior month.
• Rolling Period Returns—This interface will calculate fund total return over a customized holding period (the default time period is a rolling one-year). To use this feature enter a Start Date and an End Date (in the form mm/dd/yyyy) and select the Update Return button. The return will be displayed in the Total Return field.

A Printer-Ready version of the Fund Performance page is available. To access it, click on the link in the upper right-hand corner of the page.

Holdings
This page provides information regarding the fund's investment portfolio (as of the date located in the upper right-hand corner of the page). This information is provided by Morningstar.com.

• Asset Allocation Chart—Displays the percentage of the fund's net assets invested in the following asset classes: Cash, Stocks, Bonds, and Other.
• Top 25 Holdings Table—Lists the 25 largest positions held by the fund. This table is sorted by percentage of net assets in descending order. If available, the symbol for each holding is included as a link to a Daily Graphs Stock Chart.
• Sector Weightings Chart
• Equity funds—Displays the percentage of the fund's net assets in the following broad economic sectors: Utilities, Energy, Financials, Industrial Cyclicals, Consumer Durables, Consumer Staples, Services, Retail, Health and Technology.
• Bond funds—Displays the percentage of the fund's net assets invested in the following types of bonds issues: General Obligation, Utilities, Health, Water/Waste, Housing, Education, Transportation, Coop/Lease, Industrial, Misc Revenue and Demand.
• Other Portfolio Data—Includes items such as median market capitalization, price to earnings ratio, price to book ratio (bond funds will provide average credit quality), portfolio turnover rate and total number of securities in the portfolio.

A Printer-Ready version of the Fund Holdings page is available. To access it, click on the link in the upper right-hand corner of the page.