Top Funds Report – March 2015
Download a PDF Version of this Report Markets Cheer ECB QE Plan Commitment to buy $68 billion a month spurs global equity gains After a mixed January, February saw markets bounce back nicely, led higher by Europe. The MSCI Europe Index gained 6.3% as investors eagerly awaited the start of the European Central Bank’s latest quantitative easing program. Starting March 9, the...
Read MoreFebruary 2015 Portfolio Review
You can download our standard monthly portfolio report here. For those looking for even more detail, I am also providing additional reports generated from Morningstar which show even more detail regarding the portfolios. A summary report can be downloaded here, while the more detailed report can be downloaded here. The positive momentum of January continued into February, with each of the...
Read MoreSocially Responsible Investing Report – February 2015
With environmental and human rights concerns becoming more important to people, interest in the Socially Responsible Investing segment has never been stronger. In an effort to help keep investors and advisors informed on the SRI funds available, we have created our monthly Socially Responsible Investing Fund Report, which will be published on a monthly basis. You can download the February 2015...
Read MoreWRAP Funds Report – February 2015
Fund of Fund or WRAP funds have consistently led the mutual funds sales stats in the past few years. Investor and advisor interest in the products are at an all time high, given the unprecedented levels of market volatility and uncertainty that is prevalent in the markets today. To help you zero in on the best WRAP funds available, we have created our new Monthly WRAP Funds Report that will be...
Read MoreInvestment Fund Ranking Report – February 2015
Each month, we analyze more than 1500 mutual funds, pooled funds, and hedge funds putting them through our proprietary quantitative valuation model. We then prepare our Monthly Fund Ranking Report which rates and ranks each of the funds in our universe. You can download our February 2015 Investment Fund Ranking Report here.
Read More