StyleDriftScorecard.com Screenshots
See how Visual and Easy-to-Use it is
For Financial Advisors who implement portfolios with mutual funds, how do you know whether the fund's actual style meets your expectations for the fund's assigned asset class? A fund can be assigned a "category" by the industry but actually perform like another asst class.
Using Returns Based Style Analysis (RBSA), our software will tell you whether the fund manager is "drifting" into other asset classes than what you expect. Without this info, your portfolios are assuming more and different risk that what you thought. The software also will show you whether the fund's "best fit index" is changing over time, another indicator of the manager "style drifting".
You can analyze individual mutual funds, or an entire portfolio of mutual funds to check the style drift of the portfolio's asset allocation.
Search Fund Name |
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Select the Trailing Period to Analyze
Select the Fund Family
Select the Fund Name to Analyze
Click Get Data to see the analysis
View the Best Fit Indexes and RBSA Stats for that fund including R-Squared, Beta, and Alpha. |
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Search Fund Ticker |
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Select the Trailing Period to Analyze
Select the Fund Family
Select the Fund Ticker
Click Get Data to see the analysis
View the Best Fit Indexes and RBSA Stats for that fund including R-Squared, Beta, and Alpha. |
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Search Asset Class |
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Select the Trailing Period to Analyze
Select the Asset Class
Select the Index
Click Get Data to see the analysis
View the Mutual Funds most closely correlated to the selected Index |
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Search by Index |
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Select the Trailing Period to Analyze
Select the Index
Click Get Data to see the analysis
View the Mutual Funds most closely correlated to the selected Index |
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Analyze Portfolio |
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Enter each Fund and Amount
Enter the Asset Class you "Expect" for each Mutual Fund
Click Examine to see the analysis
View the "Actual" asset allocation based on the Style Drift RBSA analysis |
Software Specs: Internet-based software runs on any computer that can operate a Web Browser including Windows, Macintosh, UNIX, and Linux. No software installation is required. Runs in your web browser.
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Main Benefits:
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