Broker Check

Building a Portfolio

Mutual Fund Best Interest List

We understand that no system is perfect, so we developed a process for analyzing mutual funds. The screening criteria used both quantitative and qualitative criteria, including:

  • Alpha
  • Manager Tenure
  • Net Assets
  • Excess Performance
  • Relative Performance
  • R-Squared
  • Expense Ratio
  • Sharpe Ratio
  • Information Ratio
  • Standard Deviation

The Due Diligence Committee will run quarterly screens. 

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