WRAP Funds Report – March 2017
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 – March 2017
Each month, we analyze nearly 2000 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 based on a number of key risk / reward metrics. You can download our March 2017 Investment Fund Ranking Report here.
Read MoreFebruary 2017 Portfolio Review
Despite finishing in positive territory for the month, each of the portfolios trailed their respective benchmarks. Again, it was the conservative positioning, particularly of the global equity funds, which continues to act as a headwind in the portfolios. The recent bout of underperformance is certainly a test of one’s patience. It is particularly frustrating because I understand what each manager is doing, and why, but unfortunately the market is moving in a different direction. When I look at the fundamentals of the markets, particularly valuation, I can’t justify shifting the positioning of the portfolios for the sake of capturing stronger performance at the expense of capital protection. When markets correct, and they will, I firmly believe that each of the funds in these portfolios is positioned to better manage that downside.
Read MoreSocially Responsible Investing Report – February 2017
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 2017...
Read MoreWRAP Funds Report – February 2017
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 2017
Each month, we analyze nearly 2000 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 based on a number of key risk / reward metrics. You can download our February 2017 Investment Fund Ranking Report here.
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