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Alternative Ways to Remove Duplicates within the Fund Screener
Under Consideration
Requested by BDF $16k, potential upsell ACV of $8k for a total of $24k
The remove duplicates button is great to lock in on funds with the largest amount of AUM, but BDF threw out the idea of being able to use other options to remove those dupes such as expense ratio. This would be extremely helpful in identifying the cheapest share class by removing those with higher expense ratios.
I like this idea
I think lowest fee share class would be valuable. I also think oldest share class could be valuable as a filter/toggle option as well.- although this may be irrelevant if all share classes reflect the oldest funds performance.
Some of the qualitative filters like "Open to new investors" "Index Fund" "Socially Responsible" - things of that nature might function better as a toggle, like we have the YRatings in EQ screener and Remove Dupes option currently. I wonder how many people who would find that criteria valuable even find them as a modify fund universe option.
I think lowest fee share class would be valuable. I also think oldest share class could be valuable as a filter/toggle option as well.- although this may be irrelevant if all share classes reflect the oldest funds performance.
Some of the qualitative filters like "Open to new investors" "Index Fund" "Socially Responsible" - things of that nature might function better as a toggle, like we have the YRatings in EQ screener and Remove Dupes option currently. I wonder how many people who would find that criteria valuable even find them as a modify fund universe option.
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