Sector Rankings For ETFs & Mutual Funds

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At the outset of the fourth quarter of 2012, only a single sector earns an attractive rating. My sector ratings are based on the aggregation of my fund ratings for every ETF and mutual fund in each sector.

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New Constructs’ Offerings: Custom Reports

We can quickly and easily create custom reports for clients.
We deliver the reports with the data/analysis you request as often as you request.

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Total Annual Costs Ratings Methodology for Predictive Fund Rating


Total Annual Costs used to rate a fund’s expenses reflects the all-in cost of a minimum investment in each fund assuming a 3-yr holding period, the average holding period for mutual funds.
This rating reflects all expenses, loads, fees and transaction costs in a single value that is comparable across all funds.
Our goal is to give investors as accurate a measure as possible of the cost of investing in every fund to determine whether this cost of active management is worth paying.

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