Building a Portfolio
Mutual Fund Best Interest List
We understand that no system is perfect, so we developed a process for analyzing mutual funds. The screening criteria used both quantitative and qualitative criteria, including:
- Alpha
- Manager Tenure
- Net Assets
- Excess Performance
- Relative Performance
- R-Squared
- Expense Ratio
- Sharpe Ratio
- Information Ratio
- Standard Deviation
The Due Diligence Committee will run quarterly screens.