GO distinctions are based on a fund’s relative risk-adjusted return within category. So, the category can perform badly, like commodities and EM have done last few years … indeed among the most hated funds, but individual funds can still get high marks.  

The March update comprises ratings on 9,296 US mutual funds and ETFs (27,307 all share classes), based on Lipper’s Data Feed Service.   Looking through some of our Pre-Defined Screens …   Among the Best Performing Rookies: AQR Equity Market Neutral R6 (QMNRX, Alternative Equity Market Neutral), NWM Momentum (MOMOX, Flexible Portfolio), 361 Global Long/Short …

Continue reading “A Couple Pre-Defined Screens”