Login
Asset Allocation Model
Fund Snapshots
Family Ratings
Family Snapshots
Fund Rankings
Fund Filters
Honour Rolls
Red Flags
Portfolio Diagnostics
Better Together
Category Similarity Analysis
Where's the Money?

Looking for style diversification within the same category? Funds with different styles ( (e.g. value vs. growth) depict low correlation factors. This tool calculates the degree of similarity between the 30 top rated funds in each category. Use it to build a style-diversified, lower risk portfolio. Choose a Category of Funds to perform a similarity analysis (correlation matrix) for the top rated 30 funds in that catregory.