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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The investments referenced are for informational purposes only and should not be considered a solicitation or recommendation. This information should not be used as the sole basis for making an investment decision. Please speak to an advisor prior to making an investment decision. Mutual funds are sold only by prospectus. Please consider the charges, risks, expenses, and investment objectives carefully before investing. A prospectus containing this and other information about the investment company can be obtained from your financial professional. Read it carefully before you invest or send money. Amounts in mutual funds are subject to fluctuation in value and market risk. Shares, when redeemed, may be worth more or less than their original cost.