K4 Fund Selection lets you quickly and easily build weighted factor models to evaluate and monitor mutual funds and ETFs. Their effectiveness depends on the choice of scoring factors, weights, and filters. Below are some sample models designed to find different types of funds.
As 401(k)s grow in popularity, financial advisors are being called upon to provide investment guidance to both plan sponsors and participants. The challenge is to construct a list of funds that can meet their dissimilar goals. K4 Fund Selection can greatly simplify this task.
Well-managed funds focusing on only a few stocks not only offer the opportunity to beat their respective benchmarks, they can also differentiate you from your competitors. K4 Fund Selection can help you find these concentrated funds.
Defensive stock funds allow you to pare back portfolio risk while maintaining equity exposure in turbulent markets. K4 Fund Selection can help locate defensive funds in all equity categories.
During periods of sluggish economic growth, investors seek the relative stability of equity-income funds. K4 Fund Selection can help you find consistent funds with above-average yield and superior total return.
The best actively managed bond funds consistently beat their respective benchmarks, but the margins tend to be slim. Expenses, current income, and consistency are critical considerations. Portfolio characteristics deserve a close examination, too.
How hard can it be to find index funds? They're supposed to look and act like the index and, with the exception of a few subtle differences, they're all essentially the same. But exploiting those "subtle differences" may take a little more thought than you'd expect.
Based on research that supports persistence in fund performance over short to intermediate periods, we've used K4 Fund Selection to create a model that locates funds with superior results over one-year time horizons.
Multicap funds aren't limited to any specific style or capitalization. K4 Fund Selection can help you find top multicap funds, but the approach is a little different than category-specific searches.