Alpholio™

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Rockville, MD  ·  We are Democratizing Investments℠ with a unique perspective on the performance of actively-managed mutual funds and investment portfolios.
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Evaluation of Newfound Research tactically risk-managed mutual funds.

Evaluation of Newfound Research tactically risk-managed mutual funds.

Evaluation of mutual funds managed by O’Shaughnessy Asset Management.

Evaluation of mutual funds managed by O’Shaughnessy Asset Management.

The VanEck Emerging Markets Fund did not substantially outperform a simple fixed-weight portfolio of ETFs.

The VanEck Emerging Markets Fund did not substantially outperform a simple fixed-weight portfolio of ETFs.

Under current management the AllianzGI NFJ Mid-Cap Value Fund underperformed its benchmark ETF and added little value over its reference ETF portfolio.

Under current management the AllianzGI NFJ Mid-Cap Value Fund underperformed its benchmark ETF and added little value over its reference ETF portfolio.

Since inception, Prudential Jennison Global Opportunities Fund failed to add value over the reference ETF portfolio that adjusted for its sector exposures.

Since inception, Prudential Jennison Global Opportunities Fund failed to add value over the reference ETF portfolio that adjusted for its sector exposures.

TIAA-CREF Large-Cap Growth Fund failed to substantially outperform its passive benchmark ETF or its reference ETF portfolio.

TIAA-CREF Large-Cap Growth Fund failed to substantially outperform its passive benchmark ETF or its reference ETF portfolio.

Under current management, the Fidelity International Capital Appreciation Fund could be effectively replaced by a fixed-weight portfolio of just three ETFs.

Under current management, the Fidelity International Capital Appreciation Fund could be effectively replaced by a fixed-weight portfolio of just three ETFs.

Over the past 10 years the Wasatch Micro Cap Fund failed to outperform its reference ETF portfolio or add meaningful value over a market-cap ETF.

Over the past 10 years the Wasatch Micro Cap Fund failed to outperform its reference ETF portfolio or add meaningful value over a market-cap ETF.

The Dodge & Cox Stock Fund produced unimpressive results when compared to a simple ETF portfolio or even a single ETF.

The Dodge & Cox Stock Fund produced unimpressive results when compared to a simple ETF portfolio or even a single ETF.

Under current management, the Alger Small Cap Focus Fund did not add value when compared to its reference ETF portfolio.

Under current management, the Alger Small Cap Focus Fund did not add value when compared to its reference ETF portfolio.

Our new CAPM service allows for selection of any available security, as opposed to an uninvestable market index, as a reference in the model.

Our new CAPM service allows for selection of any available security, as opposed to an uninvestable market index, as a reference in the model.

Under current management, the Baron Asset Fund did not outperform the available investment alternatives on a risk-adjusted basis.

Under current management, the Baron Asset Fund did not outperform the available investment alternatives on a risk-adjusted basis.

Under current management the MFS Value Fund delivered unimpressive results vs. readily available investment alternatives.

Under current management the MFS Value Fund delivered unimpressive results vs. readily available investment alternatives.

Although John Hancock Multifactor ETFs have a relatively short history, they can effectively substitute some DFA mutual funds and eliminate advisory fees.

Although John Hancock Multifactor ETFs have a relatively short history, they can effectively substitute some DFA mutual funds and eliminate advisory fees.

While the Parnassus Core Equity Fund has a decent long-term record, its recent performance has been similar to that of index-based ESG ETFs.

While the Parnassus Core Equity Fund has a decent long-term record, its recent performance has been similar to that of index-based ESG ETFs.

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