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Overview
Overview
Over the last two decades, tickerfunds platform has been gathering mutual fund and exchange traded fund data and information on six segments.
Fund summary and description
Key metrics
Performance Data Series
Manager In-depth Q&A
Fund Category and Classification
Regulatory filings
Fund Summary and Description
tickerfunds editorial team creates a concise and easy to understand fund summary and description after reviewing fund information, fact sheets, regulatory filings and manager interviews.
Our proprietary fund summary and description is created to help investors understand fund investment philosophy, research process and risk management approach.
In addition, our proprietary tools allow investors to compare mutual funds with ETFs and identify funds with a history of generating alpha.
tickerfunds’ summary and description are neither endorsement nor critique of management style, return profile or investment approach.
Key Metrics
Key fund data and financial metrics are directly sourced from more than 600 mutual fund companies, print or electronic publications of fund companies, and government filings or public disclosures.
Performance Data Series
tickerfunds calculates monthly, quarterly, and annual performance data using the net asset value data available from fund companies.
tickerfunds make every effort to verify the accuracy of the data and computations but tickerfunds does not offer any guarantee on the accuracy and validity of these data and computations.
Manager In-depth QA
tickerfunds’ Q&As are specifically designed to provide the investment professional an additional resource for evaluating funds.
tickerfund’s in-depth interviews of fund managers, which are based on consistent precepts of investment style, risk management, and research practices, probe the strengths and weaknesses underlying the fund’s performance and provide the information in a concise, easy to understand format.
By gaining an understanding of a manager’s core beliefs and investment process, an advisor can reach an informed judgment about the appropriateness of a specific fund for his client.
Fund Categories
Since 1999, tickerfunds has been classifying and categorizing funds on relative return and absolute return structure. Moreover, our classification and categorization is structured such that investors can view not only similar mutual funds but also exchange traded funds.
5-level deep proprietary relative return category structure includes 4,000 mutual funds with 11,800 share classes.
Absolute return based category structure also covers the same list of funds and share classes with the aim of ranking funds that are able to deliver certain annual return benchmarks over a selected time horizon period.
Regulatory Filings
Regulatory filings including prospectus, summary prospectus, Statement of Additional Information, semi-annual and annual reports are sourced either from the mutual fund company or from the U.S. Securities and Exchange Commission websites.
Mutual fund manager information including bios are sourced either from the mutual fund company, their websites or from the regulatory filings with the U.S. Securities and Exchange Commission websites.
Disclaimer
Mutual fund profile, category classification and performance computation are for information purpose only and should not be viewed as investment recommendation or an advice. Users should consult their investment advisor, financial planner or tax advisor for investment related decisions.
Additional Information Submission
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