Qickr Mutual Fund AnalysisIn addition to Stock Analysis, you can systematically analyze and Mutual Funds in US and Canada after markets are closed. Similar methodology and techniques used for Stock Analysis are deployed to analyze and screen Mutual Funds.
MethodologyThere are many ways to analyze and screen Mutual Fund. Qickr.com provides you with tools that are free to use to screen Mutual Funds based on their performance: - TOP/BOTTOM: The objective is to classify Mutual Funds into TOP and BOTTOM Performer. This is a classical way to start with screening Mutual Funds in TOP and BOTTOM Categories. TOP and BOTTOM screening is computed daily. This is the very basic Mutual Fund analysis technique. We extend this technique further to include time factors such as: daily, weekly, monthly, quarterly, semi-annually and annually
- LINEARITY: The objective is to find Mutual Funds that have been performing with the least VOLATILITY. This is more advanced technique than TOP/BOTTOM screening. Mutual Funds have to perform almost linearly over time with the ROI (Return Of Investment) of either 25%, 50%, 75%, 100% or over 100% in the given year. This is more powerful technique than TOP/BOTTOM as this will give investors more confidence that the Mutual Funds have not been so volatile in the past. More advanced variation of LINEARITY is the so-called WEIGHTED LINEARITY where we give more weights to more recent Mutual Fund values than older values.
- SOLID PICKs: The objective is to find Mutual Funds that have been performing well time and time again. They are analyzed and screened automatically based on their past performance. They have to meet stringent criteria to be in the solid pick category:
- Perform well in the past year from the date the analysis is done
- Mutual Fund values do not deteriorate in the past month, quarter, 6 months to a year
- Commonly these Mutual Funds are often listed as TOP 100 Performer in their respective categories
- Like any stock, we should note that this does not guarantee that these Mutual Funds will perform well in future however their past performance should give indication about their future performance !
- VALUE PICKs: The objective is to find Mutual Funds that have been performing well in the past that might belong to our Solid Pick Category however they have not been performing well in the past months that they might go to our BOTTOM 100 Performer
- SUMMARIES: The objective is to provide users with quick overview of Mutual Fund screening results in all categories. Qickr.com automatically compiled:
- DAILY SUMMARY
- WEEKLY SUMMARY and
- MONTHLY SUMMARY
- CATEGORY ANALYSIS: The objective is to analyze and screen mutual funds based on their categories. You can screen TOP/BOTTOM, LINEAR and WEIGHTED LINEAR performing mutual funds in each Category. This information is valueable in order to diversify your mutual fund portfolio or investment not only concentrated on specific category.
You are not required to register to use these Mutual Fund analysis/screening tools. It is all FREE !
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