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FUNDGRADES.NET

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.net/

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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 | fundgrades.net 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.
<META>
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1 fund
2 funds
3 closed end funds
4 exchange traded funds
5 financeware
6 wealthcare
7 wealthcare capital management
8 fundgrades
9 fund grades
10 fund grading
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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 | fundgrades.net Reviews

https://fundgrades.net

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

fundgrades.net fundgrades.net
1

FundGrades

http://www.fundgrades.net/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.net/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.

3

FundGrades

http://www.fundgrades.net/MyInfo.aspx

We're sorry. An error has been detected. Access to this page or resource has been denied. This error has been logged for review by the development staff. We apologize for any inconvenience this error has caused.

4

FundGrades

http://www.fundgrades.net/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.

5

FundGrades

http://www.fundgrades.net/FamilyInfo.aspx

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

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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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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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