Investment Fund Ranking Report – October 2012
Each month, we analyze more than 1200 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 October 31, 2012 Investment Fund Ranking Report here.
Read MoreRecommended List – September 2012
Please download the full report here. During the quarter there were no additions or deletions to our Recommended List.
Read MoreModel Portfolio Review – September 2012
The portfolios were again positive, but slightly underperforming their respective benchmarks. As is to be expected in a market rally, it was the Ivy Foreign Equity being the main detractor from performance in all portfolios. The fund places a big emphasis on downside protection and tends to lag in sharply rising markets. However, in volatile markets, the fund is expected to significantly...
Read MoreWRAP Fund Report – September 2012
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 MoreSocially Responsible Investing Report – September 2012
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 September 30,...
Read MoreInvestment Fund Ranking Report – September 2012
Each month, we analyze more than 1200 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.
Read More