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FUNDGRADE.COM

FundGrades

Developed by Financeware, Inc., FundGrades is the easiest way to get one of the most sophisticated, objective, and stringent evaluations of mutual funds, closed end and exchange traded funds.

http://www.fundgrade.com/

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Financeware, Inc.

600 ●●●●Main

Ric●●●ond , VA, 23219

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Financeware, Inc.

Financeware, Inc.

600 ●●●●Main

Ric●●●ond , VA, 23219

US

1.80●●●●4711
1.80●●●●4759
al●●●●@financeware.com

View this contact

Financeware, Inc.

Financeware, Inc.

600 ●●●●Main

Ric●●●ond , VA, 23219

US

1.80●●●●4711
1.80●●●●4759
al●●●●@financeware.com

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FundGrades | fundgrade.com Reviews
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Developed by Financeware, Inc., FundGrades is the easiest way to get one of the most sophisticated, objective, and stringent evaluations of mutual funds, closed end and exchange traded funds.
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3 closed end funds
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6 wealthcare
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grading information,grading rules,grade distribution,benchmarks,diversification,expense,relative risk,return,underperformance risk,find family,family info,overall,news,my info,my portfolios,grading methodology,honor roll,fund families,about us,disclosures
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FundGrades | fundgrade.com Reviews

https://fundgrade.com

Developed by Financeware, Inc., FundGrades is the easiest way to get one of the most sophisticated, objective, and stringent evaluations of mutual funds, closed end and exchange traded funds.

INTERNAL PAGES

fundgrade.com fundgrade.com
1

FundGrades

http://www.fundgrade.com/GradingRules.aspx

10 Year Municipal Bonds. Long Term Municipal Bonds. Short Term Corp. Bonds. Correlation coefficient to selected benchmark. Honor Roll benchmarked as lowest 10% expense ratio for each asset class, grades assigned relative to benchmark expense ratio. Ratio of fund standard deviation to benchmark standard deviation. Relationship of return relative to benchmark as measured by the standard deviation (SD) of the benchmark. Return exceeds index by more than 50% of the benchmark SD. Under Perf. Risk.

2

FundGrades

http://www.fundgrade.com/Expense.aspx

10 Year Municipal Bonds. Long Term Municipal Bonds. Short Term Corp. Bonds. Expenses are 100% certain while past performance IS NOT an indication of future results. Is there any evidence that expenses are predictive? DES analysis where many other systems would lump them together and. The total market fund "better" for large cap blend even though it doesn't belong in that asset class! The only peer group ranking used in our grading methods is for fund expenses. Our expense grades take the lowest 10% o...

3

FundGrades

http://www.fundgrade.com/(X(1)S(ikqykwa2q0usfb55vq4l3wir))/SecurityReport.aspx?id=45251&ac=47

10 Year Municipal Bonds. Long Term Municipal Bonds. Short Term Corp. Bonds. IShares Core S&P 500 ETF. Best Fit: Large Cap Blend. Selected: Total Domestic Equity. Grade this Fund Versus Another Asset Class. To create another report card, click on an asset class below to use for grading this fund. Diversification grades and correlations below are based on the last three years of data. Short Term Corp. Bonds. 10 Year Municipal Bonds. Long Term Municipal Bonds. Data ( as of 8/31/2014.

4

FundGrades

http://www.fundgrade.com/PortfolioList.aspx

10 Year Municipal Bonds. Long Term Municipal Bonds. Short Term Corp. Bonds. Certain portfolios are readily accessible throughout the site via "Quick Menus". Quick Menus are found on Security Search, Report Cards, and other screens featuring this icon:. Data ( as of 8/31/2014.

5

FundGrades

http://www.fundgrade.com/FamilyHonorRoll.aspx

Fund Family Honor Roll. 1st Source Monogram Funds. 361 Absolute Alpha Fund. Aberdeen Asset Management Funds. Access Capital Strategies Funds. Adams Asset Investors LLC. Advisors Asset Management Funds. Advisors Series Trust Funds. Advisors' Inner Circle Funds. AIP Series Trust Funds. American Century Investment Funds. American Independence Funds Trust. American Trust Co (American Data). Apex Capital Management Funds. Arden Investment Series Funds. AssetMark Investment Services Inc. BFS Family of Funds.

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fundgrade.com fundgrade.com

FundGrades

10 Year Municipal Bonds. Long Term Municipal Bonds. Short Term Corp. Bonds. Portfolio Grading is here! To begin building and tracking your own portfolios using the funds on our site. Our Portfolio Report Card tells you how your portfolio measures up according to our five grading criteria - Does your portfolio make the grade? Why is our fund grading method so important to you? Have you ever purchased a top rated fund only to be disappointed in the results? THERE ARE NO FREE LUNCHES! Every month, our datab...

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FundGrade A+ Awards

This year Fundata presented its. On January 25, 2018. At The Globe and Mail Centre. The Fundata FundGrade A. Awards are presented annually to Canadian investment funds that achieve consistently high FundGrade scores through an entire calendar year. At last year’s 2016 Awards, 57 companies representing a total of 263 Canadian investment funds received a Fundata FundGrade A. 416445.5534 ext 234. 888328.9174 ext 234.

fundgradeawards.com fundgradeawards.com

FundGrade A+ Awards

This year Fundata presented its. On January 25, 2018. At The Globe and Mail Centre. The Fundata FundGrade A. Awards are presented annually to Canadian investment funds that achieve consistently high FundGrade scores through an entire calendar year. At last year’s 2016 Awards, 57 companies representing a total of 263 Canadian investment funds received a Fundata FundGrade A. 416445.5534 ext 234. 888328.9174 ext 234.

fundgrades.com fundgrades.com

FundGrades

10 Year Municipal Bonds. Long Term Municipal Bonds. Short Term Corp. Bonds. Portfolio Grading is here! To begin building and tracking your own portfolios using the funds on our site. Our Portfolio Report Card tells you how your portfolio measures up according to our five grading criteria - Does your portfolio make the grade? Why is our fund grading method so important to you? Have you ever purchased a top rated fund only to be disappointed in the results? THERE ARE NO FREE LUNCHES! Every month, our datab...

fundgrades.net fundgrades.net

FundGrades

10 Year Municipal Bonds. Long Term Municipal Bonds. Short Term Corp. Bonds. Portfolio Grading is here! To begin building and tracking your own portfolios using the funds on our site. Our Portfolio Report Card tells you how your portfolio measures up according to our five grading criteria - Does your portfolio make the grade? Why is our fund grading method so important to you? Have you ever purchased a top rated fund only to be disappointed in the results? THERE ARE NO FREE LUNCHES! Every month, our datab...

fundgrading.com fundgrading.com

FundGrades

10 Year Municipal Bonds. Long Term Municipal Bonds. Short Term Corp. Bonds. Portfolio Grading is here! To begin building and tracking your own portfolios using the funds on our site. Our Portfolio Report Card tells you how your portfolio measures up according to our five grading criteria - Does your portfolio make the grade? Why is our fund grading method so important to you? Have you ever purchased a top rated fund only to be disappointed in the results? THERE ARE NO FREE LUNCHES! Every month, our datab...