PDF Documents

Market
Coverage
Request API Services Data Feed Services News
Coverage
Web Content Solutions Quotestream Professional Quotestream Non-Pro Partners QuoteMedia Company QuoteMedia (PPT) Web Content (PPT)
View/Download PDF Documents

QuoteMedia Fund Research Data

QMFR Fund Rating Explained

QuoteMedia Fund Research (QMFR) originates key North American fund data direct from the fund family and fund sponsor. QMFR Fund Rating uses a quantitative approach to identify a fund's risk and performance. Our methodology evaluates all funds in our entire database and applies a QMFR Fund Category and QMFR Fund Rating.

The QMFR Fund Categories place each eligible fund based on fund objectives, investment style and other select criteria into a QMFR Category. These categories include:

Equity Funds
  • Large Cap
  • Mid Cap
  • Small Cap
Fixed Income
  • Government bonds
  • Corporate bonds
Hybrid Funds
  • Aggressive Allocation
  • Moderate Allocation
  • Cautious Allocation
Index Funds
  • Commodity Funds
  • Convertible Funds
  • Tax Preferred Funds

The Fund Score Scale

The QuoteMedia Fund Score uses quantitative analytics, including a range of performance and risk metrics, to rate a fund on a scale from 0.5 to 5 relative to peers in its Fund Category. A score of 0.5 ranks the fund in the bottom 10% of its Fund Category. The scale moves progressively higher, with a top score of 5 ranking the fund in the top 10% of its Fund Category.

The Fund Score is a thumbnail historical evaluation of a fund in relation to its peers to help identify investment opportunities worth examining more closely. Of course, past performance is not necessarily indicative of how a fund will perform in the future.

Rating Parameters
  • Performance
  • NAV Return
  • Sortino
  • Sharpe Ratio
  • Treynor
  • Alpha
  • Beta
  • Expense Ratio

Contact Us

We would love to discuss QuoteMedia Data Solutions with you. If you have any questions or you would like a demo, please reach out to us. We look forward to meeting you.