What's Inside Matters

 

CFRA's ETF and Mutual Fund Ratings Systems

 

September 2021

CFRA recently implemented new ETF and Mutual Fund ratings methodologies that blend our proprietary forensic and fundamental approaches, including earnings quality scores and STARS (STock Appreciation Ranking System). We continue to rate ETFs independently from mutual funds, and our forward-focused and predictive approaches now utilize machine-learning techniques to identify the funds with the highest probability of outperformance in its equity or fixed income asset type. This unique approach is designed to help identify funds with consistent records of success in both up and down markets. 

In these recorded presentations, Todd Rosenbluth, Head of ETF & Mutual Fund Research at CFRA provides an overview of the new rating systems, how they are unique, and how investors and financial professionals can use CFRA’s ETF and Mutual Fund research reports in their investment strategy.

 

CFRA’s ETF Rating System

 

CFRA’s Mutual Fund Rating System

 

Additional Resources 

 

 

For more information, please contact CFRA research at +1 800-220-0502 or visit https://www.cfraresearch.com/etf-mutual-fund-research/.