Going Beyond Past Performance when Evaluating Funds

CFRA was recently highlighted by Investment News in an article titled, “Morningstar-WSJ feud gives CFRA opening to challenge bigger rival’s methodology.”  CFRA’s star rating methodology looks beyond past performance when evaluating funds. In the article Todd Rosenbluth, CFRA’s Director of ETF and Mutual Fund research, states that CFRA has been “educating investors and advisers that they need to go beyond past performance for years, but we think there’s renewed interest from advisers for other tools beyond a solely performance-driven star methodology.”

We believe this renewed interest stems from a recent debate between The Wall Street Journal and Morningstar regarding the firms fund rating system. We wanted to take this opportunity to highlight CFRA’s Mutual Fund and ETF Ratings capabilities as an alternative benchmark for the marketplace.