Special Features of FundAnalyze

If Fund A began in 1987 and Fund B commenced in 1993, shouldn't we know their competitive performance since 1993, the date in which both funds were competing for investor assets? FundAnalyze can show you this.

 

Similar Funds

We don't try to figure out a fund's objective or style by reading what they say.  One guy's small cap is another investor's mid-cap.  Instead, we statistically match every fund's performance signature to every other's.  

 

Our similar funds database performs two functions.  The first is to find similar funds for comparison purposes; the second is to show how a fund's style may not match expectations.


Operations Data

If you went back in time to the 1920s, say, and brought back a fund operator and showed them today's prospectuses and annual reports, he simply would not believe his eyes.  I've been in this business for 20 years and I have always been able to find or construct the data I need to answer any question about a fund's operations. 

With the above in mind, FundAnalyze uses technology to present the minutia of fund data in comparative form.


Reading

 

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