The Fidelity® network of mutual funds has $2T under management and gives investors access to over 10,000 funds. We describe a technique for screening some of these funds using the PEGY ratio. We are motivated by our employers’ constraint on the purchase of funds outside of the Fidelity® family of funds and by the prohibition on the purchase of individual stocks in our retirement account. Our approach has led to a deep dive into data mining techniques and the creation of a data mining framework.



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