"This tool is a major breakthrough for advisors and consultants who strive to deliver high-level counsel..."
--- On Wall Street
Rigor "Under the Hood" Yields
Exceptional Results
K4 Fund Selection scales each factor to allow all fund characteristics to be compared on a common basis. The patented K4 Process yields consistent, quantitative weights for each factor. Finally, each factor score is multiplied by its corresponding weight and the results are summed together to give each fund a unique score to rank order all funds in the category.
Each factor is scaled based on actual fund results with the poorest performer scoring 0 and the best 100 points
Trade-offs between pairs of factors help turn intuitive notions into consistent, quantitative weights
Each factor score is multiplied by its relative importance and then the results are summed to give each fund a unique total score
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