SharesGrow 7-Criteria Scorecard

Stocks ranked by how many of the 7 investment criteria they pass. Click any ticker to see the full evaluation.

Market Cap SG Score Criteria Passed Revenue Growth Net Margin

✓ Pass ~ Partial ✗ Fail — = not yet scored

#	Ticker	Company	Revenue	Margin	Rev Gr	Value	Future	Past	Health	Moat	Growth	Income	SG Score
801	CBHAX	Victory Market Neutral Income Fund - Class A	$21M	84.8%	-5%	✓	✗	~ 3/4	~	~ 58	✗ -5%	✓ 84.8%	65 /100
802	FHBZX	Fidelity Freedom Blend Income Fund	$21M	84.8%	-5%	✓	✗	~ 3/4	~	~ 46	✗ -5%	✓ 84.8%	63 /100
803	FIMSX	Fidelity Municipal Income 2025 Fund	$21M	84.8%	-5%	✓	✗	~ 3/4	~	~ 46	✗ -5%	✓ 84.8%	63 /100
804	FOHFX	Fidelity Ohio Municipal Income Fund	$21M	84.8%	-5%	✓	✗	~ 3/4	~	~ 52	✗ -5%	✓ 84.8%	64 /100
805	GIJPX	Guggenheim Municipal Income P	$21M	84.8%	-5%	✓	✗	~ 3/4	~	~ 46	✗ -5%	✓ 84.8%	63 /100
806	PSPAX	PIMCO Fds Stockplus Cl A	$21M	84.8%	-5%	✓	✗	~ 3/4	~	~ 58	✗ -5%	✓ 84.8%	65 /100
807	PTOAX	PIMCO StocksPLUS Absolute Return Fund Class A	$21M	84.8%	-5%	✓	✗	~ 3/4	~	~ 58	✗ -5%	✓ 84.8%	65 /100
808	SMDMX	Fidelity Maryland Municipal Income Fund	$21M	84.8%	-5%	✓	✗	~ 3/4	~	~ 46	✗ -5%	✓ 84.8%	63 /100
809	PGZ	Principal Real Estate Income Fund	$6M	84.7%	-73.7%	✓	✗	~ 2/4	~	✗ 35	~ -73.7%	✓ 84.7%	61 /100
810	ZTR	Virtus Total Return Fund Inc.	$51M	84.7%	+15.9%	✓	✗	~ 2/4	✓	~ 50	~ +15.9%	✓ 84.7%	68 /100
811	TRNO	Terreno Realty Corporation	$476M	84.6%	+20%	✓	✓	✓ 4/4	~	~ 66	✓ +20%	✓ 84.6%	77 /100
812	KF	The Korea Fund, Inc.	$10M	84.5%	+19.6%	✓	✗	~ 3/4	✓	~ 50	✓ +19.6%	✓ 84.5%	77 /100
813	FPF	First Trust Intermediate Duration Preferred & Income Fund	$142M	84.4%	-49.1%	✓	✓	~ 2/4	~	~ 55	~ -49.1%	✓ 84.4%	76 /100
814	AAGPX	American Beacon Large Cap Value Fund Investor Class	$154M	84.3%	+10.2%	~	✗	✗ 1/4	✓	~ 66	~ +10.2%	✓ 84.3%	61 /100
815	DFUSX	DFA US Large Company Portfolio	$154M	84.3%	+10.2%	✗	✗	✗ 1/4	✓	✓ 72	~ +10.2%	✓ 84.3%	58 /100
816	DHLYX	Diamond Hill Large Cap Fund Class Y	$154M	84.3%	+10.2%	✗	✗	✗ 1/4	✓	~ 66	~ +10.2%	✓ 84.3%	57 /100
817	LCGNX	William Blair Large Cap Growth N	$154M	84.3%	+10.2%	~	✗	✗ 1/4	✓	~ 66	~ +10.2%	✓ 84.3%	61 /100
818	NOLCX	Northern Large Cap Core Fund	$154M	84.3%	+10.2%	✗	✗	✗ 1/4	✓	~ 54	~ +10.2%	✓ 84.3%	55 /100
819	TILHX	TIAA-CREF Large Cap Growth Fund	$154M	84.3%	+10.2%	✗	✗	✗ 1/4	✓	~ 66	~ +10.2%	✓ 84.3%	57 /100
820	WMKGX	WesMark Large Company Fund	$154M	84.3%	+10.2%	✓	✗	✗ 1/4	✓	~ 54	~ +10.2%	✓ 84.3%	63 /100
821	DSU	BlackRock Debt Strategies Fund, Inc.	$46M	84.2%	-2.1%	✓	✗	~ 3/4	~	~ 52	~ -2.1%	✓ 84.2%	68 /100
822	HPS	John Hancock Preferred Income Fund III	$46M	84.1%	-10.6%	✓	✗	~ 2/4	✓	✗ 35	~ -10.6%	✓ 84.1%	69 /100
823	USA	Liberty All-Star Equity Fund	$200M	84.1%	-29.2%	✓	✓	~ 3/4	✓	✓ 70	~ -29.2%	✓ 84.1%	86 /100
824	PRT	PermRock Royalty Trust	$6M	84%	-22.8%	✓	✗	✓ 4/4	✓	✗ 35	✗ -22.8%	✓ 84%	67 /100
825	FTHY	First Trust High Yield Opportunities 2027 Term Fund	$54M	83.7%	-1.1%	✗	✗	~ 2/4	~	✗ 41	~ -1.1%	✓ 83.7%	56 /100
826	DLY	DoubleLine Yield Opportunities Fund	$60M	83.5%	+31.7%	✗	✗	~ 3/4	~	✗ 41	✓ +31.7%	✓ 83.5%	69 /100
827	GDO	Western Asset Global Corporate Defined Opportunity Fund Inc.	$11M	83.5%	+108%	✓	✗	~ 3/4	✗	~ 50	✓ +108%	✓ 83.5%	74 /100
828	VTMX	Corporación Inmobiliaria Vesta, S.A.B. de C.V.	$291M	83.4%	+17.8%	✓	~	✓ 4/4	✓	~ 61	✓ +17.8%	✓ 83.4%	76 /100
829	VESTF	Corporación Inmobiliaria Vesta, S.A.B. de C.V.	$309M	83.4%	+20.2%	✓	✗	✓ 4/4	✓	~ 61	✓ +20.2%	✓ 83.4%	85 /100
830	DFP	Flaherty & Crumrine Dynamic Preferred and Income Fund Inc.	$46M	83.3%	+336.5%	✓	✗	~ 3/4	~	~ 50	✓ +336.5%	✓ 83.3%	80 /100
831	HCM	HUTCHMED (China) Limited	$550M	83.3%	+19.7%	✓	✓	~ 3/4	~	~ 56	✓ +19.7%	✓ 83.3%	81 /100
832	HMDCF	HUTCHMED (China) Limited	$549M	83.3%	+19.6%	✓	~	~ 3/4	~	~ 56	✓ +19.6%	✓ 83.3%	78 /100
833	BGT	BlackRock Floating Rate Income Trust	$23M	83.2%	-23%	✓	✗	~ 3/4	~	✗ 35	~ -23%	✓ 83.2%	65 /100
834	FHAI	Microalliance Group Inc.	$37M	83%	+1493.7%	✓	✗	✗ 1/4	✓	✗ 35	✓ +1493.7%	✓ 83%	68 /100
835	RIV	RiverNorth Opportunities Fund, Inc.	$43M	82.9%	+94.2%	✓	✗	~ 3/4	✓	~ 50	✓ +94.2%	✓ 82.9%	85 /100
836	RIV-PA	RiverNorth Opportunities Fund, Inc.	$43M	82.9%	+94.2%	✓	✗	~ 3/4	✓	~ 50	✓ +94.2%	✓ 82.9%	83 /100
837	RIT	LMP Real Estate Income Fund	$2M	82.8%	+43.6%	✗	✗	✓ 3/3	✓	~ 46	✓ +43.6%	✓ 82.8%	84 /100
838	DOMR	Dominion Resources Black Warrior Trust	$7M	82.8%	-2%	✗	✗	✓ 4/4	✓	~ 46	✗ -2%	✓ 82.8%	65 /100
839	PDI	PIMCO Dynamic Income Fund	$976M	82.6%	+157.5%	✓	✗	~ 3/4	~	✓ 70	✓ +157.5%	✓ 82.6%	83 /100
840	BDVC	Franklin BSP Lending Corporation	$99M	82.6%	-87.2%	✓	✗	~ 3/4	✗	~ 52	~ -87.2%	✓ 82.6%	68 /100
841	EVF	Eaton Vance Senior Income Trust	$11M	82.3%	-4.4%	✓	✗	~ 3/4	✓	~ 50	~ -4.4%	✓ 82.3%	76 /100
842	PCK	PIMCO California Municipal Income Fund II	$2M	82.3%	-377.6%	✗	✗	~ 3/4	~	~ 50	✗ -377.6%	✓ 82.3%	55 /100
843	DEFT	DeFi Technologies Inc.	$76M	82.3%	+614.1%	✓	✓	✗ 1/4	~	✗ 35	✓ +614.1%	✓ 82.3%	73 /100
844	EUBG	Entrepreneur Universe Bright Group	$6M	82.1%	+23.4%	✓	✗	✓ 4/4	✓	~ 50	✓ +23.4%	✓ 82.1%	83 /100
845	ABCVX	American Beacon The London Company Income Equity Fund Investor Class	$1.4B	82%	-13%	✓	✗	✓ 4/4	✓	✓ 70	~ -13%	✓ 82%	85 /100
846	BLW	BlackRock Limited Duration Income Trust	$57M	81.8%	+2.6%	✓	✗	~ 3/4	✗	✗ 35	✓ +2.6%	✓ 81.8%	67 /100
847	PRFRX	T. Rowe Price Floating Rate Fund, Inc.	$19M	81.7%	+1%	✓	✗	~ 3/4	~	~ 58	✓ +1%	✓ 81.7%	77 /100
848	PKTEF	Parkit Enterprise Inc.	$31M	81.6%	+87.7%	✓	✗	✗ 1/4	✗	✗ 0	✓ +87.7%	✓ 81.6%	53 /100
849	IMQCF	Colonial SFL, Socimi S. A.	$424M	81.3%	+6.9%	✓	~	~ 3/4	✗	~ 66	~ +6.9%	✓ 81.3%	67 /100
850	ZTMUF	Zimtu Capital Corp.	$24M	81.3%	+309.6%	✓	✗	~ 2/4	✓	~ 50	✓ +309.6%	✓ 81.3%	81 /100