Finding the best-managed funds is what EQUITY FUND OUTLOOK is all about.  EFO does the work for you by comparing performance of about 275 of the best no- or low-load growth funds in both up- and down-periods against the broad market.  With a relative up- and down-market score for each fund, EFO then divides their up-score by their down-score to get a reward-risk ratio, which we call the Investment Skill Quotient (ISQ).

   Relative up-market performance   = Investment Skill Quotient
   Relative down-market performance

The up, down, and ISQ scores and other factors are used to give a fresh rating each month for each fund in the extensive and continuously updated EQUITY FUND OUTLOOK universe. Subscribers can use these ratings to select the best fund in each category and as signals to upgrade to better choices as things change and new funds are added.

Two model portfolios are maintained: a TAX-ADVANTAGED portfolio for IRA, Keogh type accounts, and TAXABLE portfolio for other personal assets. A market risk stance is assumed for each portfolio, but there is more activity in the TAX-ADVANTAGED portfolio and only tax-efficient funds in the TAXABLE portfolio. Each portfolio usually has eight funds. Assets of $25,000 or more are sufficient to follow either portfolio exactly.

The wealth of information in each issue also allows EQUITY FUND OUTLOOK readers to create their own portfolios. A fresh WISH LIST for those starting with all cash is in each issue. And newer funds of potential interest are maintained in the WATCH LIST.  A Q&A section appears as needed. Subscribers also get a GUIDE and DIRECTORY of funds and fund groups with first issue, as well as access to the INTERIM REPORT, a weekly update of fund performance and ratings on our website.

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