Each month, we review more than 1500 mutual funds and ETFs, putting them through out rigourous quantitative screening process, helping us identify the funds which have delivered the most consistent returns for investors and also the funds that we believe are likely to continue to deliver strong risk adjusted returns.
With our analysis, we create a number of different reports that are designed to help you narrow down your search universe while evaluating prospective investments. These reports include:
Monthly Research Package – This is a copy of our monthly research package that is emailed to our readers. In this one comprehensive report, you will find our Monthly Commentary, Monthly Ranking Report, SRI Report, WRAP Report and any articles of interest during the month.
Monthly Investment Fund Ranking Report – This report rates and ranks our mutual fund and ETF universe. With this one report, you can quickly see how various funds stacks up against the competition based on a number of key factors, including risk adjusted return
Recommended List of Funds – Published quarterly, this report outlines our best mutual fund ideas. This report zeros in on the best funds in each category and helps you build portfolios based on an investor`s investment objectives and risk tolerance.
Mutual Fund Database – (Available to Premium Subscribers only) Updated regularly, our database contains all of the mutual funds and ETFs that we follow. It includes not only return data, but also risk reward statistics, asset mix and geographic breakdowns and updated commentary. There is also a search function that will allow you to narrow your search based on a number of criteria. This is a great tool to help you identify and evaluate your fund choices.
Portfolios – We have created a series of model portfolios that are designed to meet thei investment objectives and risk tolerance of a number of different investor types. These portfolios are updated on a monthly basis.
Other Reports – We also have a number of other reports that are done on an ongoing basis including our Socially Responsible Investing Report, WRAP Fund Report, and our ongoing mutual fund commentaries.
To learn more about our research services and how to subscribe, please contact us.