Best index fund for growth over 6 mounths

Screening Filters

1. quarter_price_change_pct: {'min': '15'}`

   • Purpose: To identify funds or stocks that have demonstrated strong growth in the recent quarter.
   • Rationale: The user is looking for an index fund with growth potential over the next six months. By setting a minimum quarterly price change of 15%, the filter ensures that only funds or stocks with a proven track record of recent growth are included. This aligns with the user's focus on growth-oriented investments.

2. expense_ratio: {'max': '0.5'}`

   • Purpose: To limit the selection to funds with low expense ratios.
   • Rationale: Expense ratios directly impact the net returns of an investment. By capping the expense ratio at 0.5%, the filter ensures that the user is presented with cost-efficient options, which is particularly important for maximizing growth over a short-term horizon like six months.

3. top_sectors: ['technology', 'healthcare']

   • Purpose: To focus on sectors with historically high growth potential.
   • Rationale: Technology and healthcare are sectors known for their innovation and resilience, often driving significant growth in the market. By targeting these sectors, the filter increases the likelihood of identifying funds or stocks that align with the user's growth-oriented objective.

Why Results Match:

• The filters collectively ensure that the screened options are aligned with the user's request for growth-focused investments over a six-month period.
• The quarterly price change filter ensures that only funds or stocks with recent strong performance are considered, which is a good indicator of potential short-term growth.
• The expense ratio filter ensures that the user is not burdened by high fees, which could erode returns, especially over a short-term investment horizon.
• The sector filter narrows the focus to industries with a track record of delivering high growth, increasing the probability of finding suitable options for the user's goal.

By combining these filters, the screener effectively identifies index funds or stocks that are cost-efficient, have demonstrated recent growth, and are positioned in high-growth sectors, making them strong candidates for the user's six-month growth objective.