"This is the only product that gives you the hands-on ability to
easily create your own factor models"
--- Analyst, Michigan
Efficient Process Saves
K4 Fund Selection is easy to understand and simple to use. With just a few clicks of the mouse you can create a thorough weighted factor model to score and rank order all the funds in your selected category. Just a few more clicks can copy your evaluation to other categories and next month, updating with new data is just as simple.
Define your universe from the Morningstar Categories
Select from over 200 factors from Morningstar, fi360, and additional calculations from Klein Decisions
Choose from three different methods to weight the factors
Filter your results to eliminate funds lacking must-have features
Klein Decisions is
a registered trademark of Klein Decisions, Inc.. K4 is
trademark of Klein Decisions, Inc.. Copyright 2011 Klein Decisions, Inc.. All rights
reserved. Klein Decisions’ application of conjoint analysis and utility
theory to the investment decision process has a patent pending in the
U.S. patent office.