Statistical Analysis

2010 Fund Report Cards - by Category

2010 Fund Report Cards - by Family

Training & Lecture Schedule

Important Fund Changes

Past Performance

Beating the S&P 500

Advice of the Financial Press

Dollar-Cost Averaging

Thomson Financial InvestmentView Users

Statistical Analysis
Analyzing mutual fund statistics is something I have been doing for years. My purpose has been to identify those statistical values that strong fund performers have in common. I am also looking for those traits common to poor performing funds. Does turnover, expenses, fund size, fund notoriety, management style and manager tenure have any correlation to fund performance. This section is dedicated to offering those correlations for your review and, hopefully, for your fund selection process. In addition, you will find researched results on:

the performance success of newly-created funds,
the effects of currency exchange on international fund investing and
a breakdown of load and no-load fund assets.

Subscriber-Only Access to the Following Research Reports:

Subscribe now - $295.00 per year gives you access to a 13-point report card on every mutual fund, volumes of reports, studies, proofs, and other support documents that provide investment professionals a proven approach to mutual fund investing. This powerful information will help you convert prospects into clients and solidify relationships with existing clients.

No-Load Growth Sends A Wake up call to Advisors — finally, a clear recognition of the problem, and a common sense, provable solution.

"In terms of making a positive impact on my business, Jeff McTague's philosophy and process is the single best presentation I have seen in my 22 years as a financial consultant.”

- JoLynn Free
First Vice President
RBC Dain Rauscher,
Austin TX