In addition to looking at past performance, CFRA also considers factors that could drive the future value of mutual funds and ETFs. This includes analyzing the quality of — and risks associated with — stock and bond holdings. CFRA’s research will help you clearly understand how these factors can impact performance over time.
- Funds are ranked using both fund attributes and holdings-level analysis.
- Fund attributes use relative performance and risk records, PLUS manager tenure and cost factors.
- Holdings are scrutinized based on proprietary valuation and risk traits.