Evaluation Instead of Elimination

K⁴ Fund Selection gives each fund its own unique score based on its actual performance on each of your factors and the weights you've assigned them. Fund's total score incorporates your factors, your weights, and clearly shows your value-added for your clients.

Using these scores, funds are then rank ordered. The ability to rank all funds rather than eliminate them identifies funds not found with screening. After all funds in the category are identified and ranked, K⁴ also allows you to quickly and easily screen out funds that lack must-have features such as low expenses or high returns, resulting in a post-filter rank that pinpoints all the top funds with rifle accuracy and easy-of-use. 

All reports for individual funds and comparison of funds can be launched from the Results Page.