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Overview
Why TickerFunds?
Selecting a mutual fund requires more than historical performance.
For decades, investors and advisors have been forced to rely on historical data and have struggled to pick funds that meet investment objectives.
But now there is a better way.
TickerFunds enables investors to go behind returns and discover performance drivers – investment philosophy, process, risk management and organization.
Since 1999, TickerFunds has interviewed more than 1,000 fund managers from nearly 450 fund families for our comprehensive knowledge base.
For the first time, investors and advisors can select funds on the basis of investment process and philosophy and match funds with their objectives and risk tolerance.
Now you can select funds based on performance drivers, not on peer relative returns or arbitrary ranking systems.
Our Process
Over the past 20 years, TickerFunds has created a knowledge base of fund profiles based on a structured and consistent interview process.
Using our proprietary keywords dictionary, investors can now drill down funds according to their objectives and selection criteria.
In addition, our proprietary tools allow investors to compare mutual funds with ETFs and identify funds with a history of generating alpha.
Moreover, advisors can now use our growing list of investment strategies to gain better insights into fund performance.
Our Evolution
2019 – Implemented keyword indexing and investment strategy classification
2018 – Released version 3.0 with Mutual Fund and ETF comparison tables and advanced tools
2017 – Designed a proprietary keyword-based investment dictionary
2012 – Introduced investment theme reviews
2008 – Launched mutual fund categorization based on investment objectives
2006 – Released TickerFunds.com version 2.0
2001 – Published first series of mutual fund manager interviews
1999 – Developed a structured process for fund manager interviews
