THEY USE AN IRREFUTABLE FUND SELECTION PROCESS...
Analysts and their firms have annually created lists of recommended funds for use by their advisors, and unfortunately, past performance has been a key part of the selection criteria. But AFS research shows that even long-term performance has a 50% failure rate.
However, if you knew that successful fund performance is based on 11 fund traits that are easily identifiable, your recommended list would produce the kind of success you had always hoped it would.
After researching mutual fund cause-and-effect for over 30 years, Active Fund Strategies (AFS) found that future fund performance can be traced to a formula that considers:
1. asset size
2. management style
3. manager tenure
6. standard deviation
10. bull market performance
11. bear market performance
A subscription to Active Fund Strategies (AFS) gives you access to a Report Card on every mutual fund and ETF, scored against its peers. Advisors have been depending on the AFS Report Cards to hone their recommended lists since 1997.