Investment Insight
by Ted Ponko, CFA
Superior mutual fund evaluation and portfolio recommendations begin here. 

 Fund Evaluation That Sets You Apart and Saves You Time

K⁴ Fund Selection goes far beyond traditional screening to deliver superior fund evaluation without iteration or guesswork. It not only allows you to pick the factors you want to evaluate, it also gives you the opportunity to assign relative weights, thereby putting more emphasis on the most important. The result is a rank ordering of all funds in the category, not simply a list of those that have survived elimination. Your process finds and ranks funds your competition misses. This simple process is easily copied from category to category or month to month, saving your valuable time; and best of all, it adds a unique competitive advantage in a tough environment. 

SAVE TIME IN EVALUATING AND MONITORING FUNDS

K⁴ Fund Selection lets you update your evaluations, copy models from one time period or category to another, and print reports all with just a few clicks of the mouse from anywhere you have internet access. There's no software to download and update, and no data to manipulate.

FIND THE TOP FUNDS THAT OTHERS MISS

Many times, top-performing funds may miss a traditional screen by an insignificant amount. So these top funds do not appear in the results of the typical screening process. That won't happen with K⁴ Fund Selection because it scores funds rather than eliminate them. A fund falling a little short on one factor but scoring well on all others may end up at the top of your rank ordering, but you'd miss it if you only used a simple screening tool.

PINPOINT FUNDS THAT TRULY DEMONSTRATE YOUR VALUE-ADDED

Unlike screens that treat all factors as equal-weighted pass/fail tests, K⁴ Fund Selection allows you to give greater weight to those that are more important so their scores will have a greater impact on your results. K⁴ Fund Selection gives you three easy ways to assign factor weights.

DO THE ENTIRE JOB WITH ONE EFFICIENT AND REPEATABLE PROCESS

K⁴ Fund Selection rank orders all funds in the category so you not only know which ones come to the top, but also how they all rank relative to one another. No additional iterations or sorting is needed as with a traditional screen's unordered list of survivors.