2017 mutual fund report cards - by category

Most mutual fund suggestions ─ including those that come from a firm’s recommended list or a top financial publication like Forbes ─ fail to deliver future performance success.  They fail for a variety of reasons, but the top one is their overdependence on a fund's past performance.  While they all offer the disclaimer that past performance is no guarantee of future success, still they place an enormous value on the consistency of long-term past performance.  Our research proves that even long-term past performance is as reliable as a coin toss.

But if past performance cannot define tomorrow's winners, what can?  In 1996, AFS founder and noted mutual fund expert Jeff McTague discovered that top-performing funds have common attributes, including 11 traits we use to score all funds within each peer group.  The result is AFS’s Mutual Fund Report Cards, first created in 1997. 

The 2017 Mutual Fund Report Cards is the 21st edition, and delivers peer group comparisons on 6,606
 funds in 92 categories [5,026 funds in 64 equity categories and 1,580 funds in 28 bond categories].


As a subscriber, you can use these report cards to

  • further refine your firm's recommended list,
  • provide objective reviews of any client holdings, or
  • create your own focus list.


“As a premium subscriber to Morningstar, I can tell you without question your stuff is better than Morningstar.” — Ken Ziesenheim, Raymond James Financial, Sebring FL
retired President, Thornburg Securities Corp
Board of Directors, FPA
author, Separate Account Management
Business Board of Advisors, Stetson University




Join Other Professionals – For $29/month or $295/year (2 months FREE) , - cancel anytime - you gain access to the entire library of over 600 research reports, studies, proofs, and other support documents intended to provide investment professionals a proven approach to mutual fund investing.  This powerful information will help you convert prospects into clients and solidify relationships with existing clients.


Subscriber-Only Access to the Following Research Reports:
 
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Join Other Professionals – For $29/month or $295/year (2 months FREE) , - cancel anytime - you gain access to the entire library of over 600 research reports, studies, proofs, and other support documents intended to provide investment professionals a proven approach to mutual fund investing.  This powerful information will help you convert prospects into clients and solidify relationships with existing clients.

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testimonials

“In terms of making a positive impact on my business, Jeff McTague’s philosophy and process is the single best presentation I have seen in my 22 years as a financial consultant.”

— JoLynn Free, First Vice President — RBC Wealth Management, Austin TX
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