FundReveal "Insights" eNewsletter

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The FundReveal Fund Selector Advantage

This graph shows the cumulative total returns from 2006 through 2010 for an investor's portfolio which was rebalanced each year, using FundReveal Fund Selector. It beats the market in a big way, without high risk of loss.

The FundReveal Fund Selector shows four predictive performance measures for each fund: Worst Case Return (WCR) and Average Daily Return (ADR), Risk-Return Rating (RR) and Persistence Rating (PR-A).

In this example, beginning in 2006, funds were selected for investment from a starting list of 20 funds, based on the previous year's FundReveal performance measures. The criteria used for selection were:

1. Risk Return Rating of "A." This indicates good investment decision making. These funds have higher Average Daily Returns (ADR) than S&P 500, at lower risk.
2. Persistence Rating (PR-A) higher than 50. This indicates a higher chance of the fund being rated as "A" in the future.
3. Worst Case Return (WCR) higher than S&P 500. This indicates that the fund's daily return under difficult market conditions can be higher than S&P 500, suggesting good investment decision-making capability. WCR that is higher and positive is better.
4. Average Daily Return (ADR) also higher than S&P 500. This is also an indication of good fund management capability. ADR that is higher and positive is better.

The selection process is a disciplined and structured approach to balance the relative importance of the four measures. It is not a rigid "black box" automated process.

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