FundAnalyze provides in-depth research and software tools investors, advisors, service providers, fund trustees or counsel. As a public service, this site provides:
- NEW: Sales, Redemptions and Net Fund Flows.
- Performance comparisons going back to the early 1960s.
- R-squared comparisons of all mutual funds to other funds, both ETFs and open-ended funds.
- Complex asset-weighted fee statistics.
- Comparisons of management fee structures on wealth-transfer.
- Operational costs analysis.
- Detailed investment policies review.
- iPhone tools (Fund Fixer)
- Hedging models (ETF Triangles)
In professional services we offer
- Special projects (usually collection, cleaning and analysis of messy data)
- Operational cost analysis / research
- 15-C reports
- Custom compliance test tools
- Performance analysis
Thanks for visiting!