Custom Data, Analytics and Screening

Unprecedented Insight Into Future Performance

Sector, Style and Entire US Equity Market Analysis

Mutual Funds and ETFs

  • Details on quality of holdings and all-in costs of 7400+ funds
  • Ratings on underlying securities within each fund based on our nationally recognized stock ratings
  • Details on every cost and charge that affects future performance over any holding period

Individual Stocks

Custom Portfolio Analysis and Creation

  • Apply our Ratings to your portfolio
  • Create portfolios, funds, and ETFs based on our Ratings
  • Enhance portfolios, funds, and ETFs based on our Ratings

Subscription

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Sample of data points available to subscribers.
Allocations breakdownETFs & Mutual FundsStocks
Very Attractive stocks image
Attractive stocks image
Neutral stocks image
Dangerous stocks image
Very Dangerous stocks image
Cash image
Rated image
Unrated image
US Equity Universe Rank
Overall Rating image image
Portfolio Management image
Total Annual Costs image
Sector and/or Style Rank
Overall Rating image image
Portfolio Management image
Total Annual Costs image
Ratings
Overall Rating image image
Cash Allocation image
Free Cash Flow Yield image image
Market-Implied Duration of Growth image image
Portfolio Management image
Price-to-Economic Book Value image image
Quality of Earnings image image
Return on Invested Capital image image
Total Annual Costs (1 - 10yr holding period) image
Values
Free Cash Flow Yield image image
Market-Implied Duration of Growth image image
Price-to-Economic Book Value image image
Quality of Earnings image image
Return on Invested Capital image image
Economic Earnings Adjustments image
Total Annual Costs (1-10yr holding period) image
Add'l annual return to justify higher costs (1-10yr holding period) image