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2010 Fund Report Cards - by Category

2010 Fund Report Cards - by Family

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2010 Fund Report Cards - by Family
The Mutual Fund Report Card System–by Family takes the data compiled for the Fund Report Cards–by Category and repositions it into reports on the funds of 111 mutual fund families with at least ten funds. This repositioning allows you a more focused look at the funds of any specific family. The funds are first sorted by category and then by score.

Check out the first report - Is Fund Family Loyalty Warranted? - for a comparative look at each fund family''s ability to deliver. Overall, it ain''t pretty!

For a look at funds competing within their chosen investment discipline, click on 2009 Fund Report Cards— by Category.


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.

Podcasts
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

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