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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.fundgrades.com/

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Financeware, Inc.

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Financeware, Inc.

Financeware, Inc.

600 ●●●●Main

Ric●●●ond , VA, 23219

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al●●●●@financeware.com

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FundGrades | fundgrades.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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4 exchange traded funds
5 financeware
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,register,grading methodology,honor roll,fund families,about us
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FundGrades | fundgrades.com Reviews

https://fundgrades.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.

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1

FundGrades

http://www.fundgrades.com/RelativeRisk.aspx

10 Year Municipal Bonds. Long Term Municipal Bonds. Short Term Corp. Bonds. Relative Risk Honor Roll. PAST PERFORMANCE IS NOT AN INDICATION OF FUTURE RESULTS. Why do we say this? Yet many grading systems weight their scores mostly (or completely) on PAST risk and return data. If that data isn't indicative of future results, one might rightfully ask why consider it at all? This is why the FUNDGR A. Therefore, you will discover that many top rated funds in other systems should not be top rated at all!

2

FundGrades

http://www.fundgrades.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.fundgrades.com/Return.aspx

10 Year Municipal Bonds. Long Term Municipal Bonds. Short Term Corp. Bonds. As we mentioned in addressing relative risk, PAST PERFORMANCE IS NOT AN INDICATION OF FUTURE RESULTS, so why would one consider it? From our grading routine we have other elements that compensate for this reality and so we can include past return (and risk) as criteria to expose what less sophisticated grading/ranking systems do not. With a return grading system as dynamic as this, you would think we would want to weight it more ...

4

FundGrades

http://www.fundgrades.com/News.aspx

10 Year Municipal Bonds. Long Term Municipal Bonds. Short Term Corp. Bonds. Data ( as of 8/31/2014.

5

FundGrades

http://www.fundgrades.com/(X(1)S(2bdlnia4odyfa4n5x1cbzn55))/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.

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Financeware.com® - Powering the Future of Financial Advice

https://www.financeware.com/aboutus/default.aspx

The Complete Guide to Wealthcare. Recently updated, this guide walks you through every step of the Wealthcare System, including scripts and a sample presentation. The Wealthcare Value Proposition. This presentation outlines how Wealthcare helps advisors become more valuable to their clients with advice to ensure they experience the dreams of their one life. The Unified Managed Household. Check out our video on The History of Financial Planning and Innovations for the Future:. David Loeper written for.

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Financeware.com® - Powering the Future of Financial Advice

https://www.financeware.com/institutional/default.aspx

The Complete Guide to Wealthcare. Recently updated, this guide walks you through every step of the Wealthcare System, including scripts and a sample presentation. The Wealthcare Value Proposition. This presentation outlines how Wealthcare helps advisors become more valuable to their clients with advice to ensure they experience the dreams of their one life. The Unified Managed Household. Check out our video on The History of Financial Planning and Innovations for the Future:. David Loeper written for.

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Financeware.com - Support Resource Center

https://www.financeware.com/support/default.aspx

The Complete Guide to Wealthcare. Recently updated, this guide walks you through every step of the Wealthcare System, including scripts and a sample presentation. The Wealthcare Value Proposition. This presentation outlines how Wealthcare helps advisors become more valuable to their clients with advice to ensure they experience the dreams of their one life. The Unified Managed Household. Check out our video on The History of Financial Planning and Innovations for the Future:. David Loeper written for.

financeware.com financeware.com

Financeware.com® - Powering the Future of Financial Advice

https://www.financeware.com/advisors/default.aspx

The Complete Guide to Wealthcare. Recently updated, this guide walks you through every step of the Wealthcare System, including scripts and a sample presentation. The Wealthcare Value Proposition. This presentation outlines how Wealthcare helps advisors become more valuable to their clients with advice to ensure they experience the dreams of their one life. The Unified Managed Household. Check out our video on The History of Financial Planning and Innovations for the Future:. David Loeper written for.

financeware.com financeware.com

Financeware.com® - Powering the Future of Financial Advice

https://www.financeware.com/news/default.aspx

The Complete Guide to Wealthcare. Recently updated, this guide walks you through every step of the Wealthcare System, including scripts and a sample presentation. The Wealthcare Value Proposition. This presentation outlines how Wealthcare helps advisors become more valuable to their clients with advice to ensure they experience the dreams of their one life. The Unified Managed Household. Check out our video on The History of Financial Planning and Innovations for the Future:. David Loeper written for.

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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.

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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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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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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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