SWAN - Updated Rankings For Mixed Asset Uncorrelated Defensive And Trending Funds
- Last month, I split my ranking system into individual rankings for fifteen different groups of funds based Mutual Fund Observer Metrics.
- Separate Rankings are calculated for Mixed-Asset, Uncorrelated, Defensive, Value, Inflation, Yield, Global Equity, Global Bonds, International Equity, International Bonds, and the five MFO Risk Categories.
- The Factors available are Risk Adjusted Return, Consistency and Preservation, Ratings (Composite MFO Rating, Morningstar Overall), Quality (Great Owl and Alarm Classifications, Expenses, Valuations, Bond Quality), Income, Momentum, and Risk.
- Top Rated Funds are displayed for Mixed Asset, Uncorrelated, Defensive, and Trending Categories for the highest rated funds.
For further details see:
Updated Rankings For Mixed Asset, Uncorrelated, Defensive And Trending Funds