Value in 60 Seconds: Our ETF Ratings - Unprecedented diligence for superior, forward looking insight

15 Jul 2023 · 1 min

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Most fund ratings rely on past performance because analysts can't research thousands of holdings. This firm uses RoboAnalyst technology to analyze every position in a fund, rating ETFs with stock-level rigor. Their ratings often differ from Morningstar's.

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Our fund and ETF ratings are a really overlooked gem. And going through the footnotes for all of the holdings, all traditional fund research and ETF research is based on backward-looking price performance. The main reason for that is because it is really impossible for anyone to do research on all these holdings. You've got a hard time getting good Wall Street research on one company at a time, much less up to 200, 300, 1,000 stocks in some of these funds. Our technology, the RoboAnalyst, allows us to do this great research across all these holdings and rate the fund the same way we rate a stock, an unparalleled and unprecedented level of diligence. And when we do this work, we get very different ratings than what you're going to get from Morningstar.