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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

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