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FUNDGRADING.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.fundgrading.com/

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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 | fundgrading.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.
<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 | fundgrading.com Reviews

https://fundgrading.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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fundgrading.com fundgrading.com
1

FundGrades

http://www.fundgrading.com/UnderperformanceRisk.aspx

10 Year Municipal Bonds. Long Term Municipal Bonds. Short Term Corp. Bonds. Underperformance Risk Honor Roll. This unique and proprietary methodology exposes what returns and risk measures cannot. That is, was there a lucky month or two in the last X years that "saved" the long term record? For example, if a fund exceeds the benchmark return (less twice the lowest 10%-tile expense ratio) 85% or more of the time for the monthly return measurement periods, the fund has a low risk of. Of underperformance (o...

2

FundGrades

http://www.fundgrading.com/(X(1)S(b21zwf45vd3igd3zn0upwa55))/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.

3

FundGrades

http://www.fundgrading.com/Overall.aspx

10 Year Municipal Bonds. Long Term Municipal Bonds. Short Term Corp. Bonds. There is no free lunch! Each grading element is designed to recognize attributes that are appealing and yet also expose risks that less sophisticated systems would ignore. Maybe a fund is graded highly for risk and return, yet it received that high grade due to one lucky month (that wasn't the norm) or by making a huge gamble that happened to pay off.this time. DES report card can expose this. Yet, of the funds that would have ma...

4

FundGrades

http://www.fundgrading.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.

5

FundGrades

http://www.fundgrading.com/About.aspx

10 Year Municipal Bonds. Long Term Municipal Bonds. Short Term Corp. Bonds. FUNDGRADES is an independent proprietary research methodology developed by Wealthcare Capital Management, Inc., an SEC Registered Investment Advisor. There are no affiliations with any fund providers, broker dealers or investment management firms that manage funds.only independent, objective perspectives. To link to a particular fund's report card, please copy and paste using the following format:. Is your 401(k) Ripping You Off?

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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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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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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...

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...

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