An average ESG score of 60 or higher indicates a portfolio ... AlphaCore can now deliver statistical arbitrage in a mutual fund. Statistical arbitrage is rooted in mathematics to deliver alpha independent of traditional risk factors.
Reuters) - Trendiness might be a good way to gain popularity in high school but it is a terrible way to pick a mutual ... funds. So, a fund with the word “Internet” in its name launched in a year with many other similarly named funds gets a higher score.
Trendiness might be a good way to gain popularity in high school but it is a terrible way to pick a mutual ... new funds. So, a fund with the word “internet” in its name launched in a year with many other similarly named funds gets a higher score.
To get the risk-adjusted score ... Birla Sun Life Mutual Fund Age: 47 years Education: B.E. and MBA Experience: 24 years 5-year asset weighted return: 22.03% Average 5-year AUM: Rs 2,155 cr PROFILE Ajay Garg continues to deliver high alpha at substantially.
DENVER, March 28, 2016 (GLOBE NEWSWIRE) -- Shelton Capital Management, a mutual fund ... Shelton Green Alpha Fund (NEXTX). The Fund is ranked in the top 1 percent among 646 Mid-Cap Growth funds, based on the Morningstar Sustainability Score.
In the case of SBI Mutual Fund, for instance, based on scores computed using scheme returns ... which could be a one of the key reasons for the alpha. To be sure, tax-free bonds are mostly of long duration, of 10-20 years. As such, in a falling interest.
Mutual funds in both Canada and the U.S. basically track their benchmark, minus fees. So we look to the institutional side, where fees aren’t so egregious and where alpha generation efforts ... you pass the exam with a score of 65% or greater.
Along with assigning the Morningstar rating for mutual ... to similar funds, with an emphasis on downward variation -- if two funds have the exact same return, the one with greater variations in its return is given the larger risk score.
Of Risk and Return Morningstar has created a star rating system as a quick measure of mutual funds within categories like growth, small capitalization and so forth. In its evaluations the risk score is subtracted ... benchmark index; alpha, which measures.
The searchable tag for the Weekly Fund ... a z-score of -1.2. If you have enjoyed my article, please click the "Follow" button next to my name to be alerted to my new free content! The Cambridge Income Laboratory is Marketplace service on Seeking Alpha.