David Trainer walks through New Constructs' Mutual Funds Subscription, which covers 7,000+ funds with forward-looking ratings based on underlying stock holdings. The tool includes a screener, portfolio alerts, and downloadable reports. Start a 14-day free trial.
Chapters
Welcome to the New Constructs product tour for our Mutual Fund Subscription. Our Mutual Fund Subscription covers more than 7,000 mutual funds and includes access to our Mutual Fund Ratings and Reports, Best and Worst ETF and Mutual Fund Newsletters, Premium Mutual Fund Screener, My Portfolios service, and the New Constructs Blog. To sign up for a Mutual Fund Subscription, click the Get Access button. The Ratings page has our investment recommendation for over 7,000 mutual funds. To access the Ratings page, use the Report Quick Search tool in the upper right corner. Simply type a ticker and click Go to get an answer. You can also access the Ratings page by clicking the Ratings tab. To view our rating for a mutual fund, type a ticker and click View Ratings. Past performance is not a good indicator of a mutual fund's future performance. That's why we use a forward-looking, or predictive, method for our mutual fund ratings. Our mutual fund ratings are an aggregation of the stock ratings on the mutual fund's holdings. We actually build a model for the fund from all the stock valuation models for the underlying holdings in the fund. That means the same diligent research that goes into each one of our stock ratings is reflected in our mutual fund ratings. Subscribers also have full access to our mutual fund reports that are available by clicking the Download Report button. Our mutual fund reports are easy to read and give you the information you need in order to make a prudent investment decision. Start at the top with our investment recommendation and fund rankings. Scroll down to view our mutual fund management rating details and breakdown. Our breakdown shows the mutual fund's rating for each of our 6 ratings components. Underneath our portfolio management details, pie charts compare the ratings allocations of the mutual funds with the ratings allocations of the benchmark ETF. The mutual funds' allocations are presented on the left, and the benchmark ETF's allocations are presented on the right. At the bottom of the page, we show the mutual fund's past performance, top 5 holdings, and key statistics. Moving on to page 2 is a breakdown of the fund's total annual cost rating. Our total annual cost rating reflects all the expenses, loads, fees, and transaction costs in a single value that is comparable across all fund types— ETFs and mutual funds. Total annual costs and portfolio management drive future performance. A New Constructs Mutual Fund rating reflects both of these drivers and delivers one simple and easy-to-understand indication. Our mutual fund subscription includes access to our quarterly Best and Worst ETF and Mutual Fund newsletters. To access the newsletters, click the Reports tab, then click ETF/Fund. We take our Best and Worst ETF and Mutual Fund reports to the next level by breaking them down by sector and style. We also provide reports on how to find and avoid the best ETFs and mutual funds, And a report that identifies funds with low costs and quality holdings. Scroll through the list to find a report and click the blue Download button. See where the category ranks relative to other sectors and styles. Scroll down to see the top 5 best and worst ETFs, and top 5 best and worst mutual funds by sector or style. Our comprehensive ETF and mutual fund reports represent the diligent and independent analysis we put into all of our research. We encourage all of our subscribers to take advantage of these valuable reports. New Constructs offers a powerful mutual fund screener designed to assist you with idea generation and protect you from blowups. It's also a great tool for getting multiple mutual fund ratings at once instead of using the Ratings tab. Click the Fund Screener tab to access the Premium Mutual Fund Screener. Our Premium Mutual Fund Screener lists the more than 7,000 mutual funds we cover sorted by overall rating. Best to worst. You can sort the list by clicking any column header. You can also download our report for any mutual fund by clicking the corresponding download button. Our Premium Mutual Fund Screener allows you to select funds by category, provider, or ticker by clicking the appropriate tab. Perhaps you're looking for a large-cap blend fund with a very attractive rating and low total annual costs. Click the Category tab and select Large Cap Blend, then click Search. Sort the list by clicking the Total Annual Costs column header and find a very attractive fund. Maybe you've already decided to invest in a mutual fund provided by Fidelity, but need some help sorting through all the funds they offer. Click the Provider tab and select Fidelity from the provider list, then click Search. You can now sort the list of mutual funds we cover, provided by Fidelity, by clicking the column headers. Once you find a mutual fund you'd like to research further, download our report for more analysis. Perhaps a client has sent you a list of tickers he or she would like your feedback on, or maybe you have a list of your own. Click the Ticker tab and paste or type the list of tickers in the box below. Tickers can be pasted from lists in Word, Excel, or any other location they're copied from. Tickers can also be typed in the box and should be separated by a space, comma, or semicolon. Tickers are also not case sensitive. Once your tickers are pasted or typed in the box, click Search to run your screen. You can now make a recommendation to your client based on the screen or easily download reports for more analysis. Also note that screening mutual funds by ticker is the best way to get multiple mutual fund ratings at once, instead of using the Ratings tab. Protect your portfolio from blowups by tracking them with our My Portfolios tool. Our system allows you to create up to 10 different portfolios so you can track and screen their holdings. Get daily alerts emailed to you letting you know when a rating changes or an update has been made for a security in your portfolio. We'll also email you a weekly diagnostic for your portfolios containing our assessment of their holdings. Our system allows you to add an additional email address that will also receive a copy of the alerts. This is a great feature for a subscriber that has a partner, assistant, or client they would like to keep informed. Portfolio maintenance is really convenient. Securities can be added or removed quickly and easily with our Quick Add and Quick Remove feature. You can also sort portfolios by any metric simply by clicking a column header. If you would like to do additional analysis on your own, our Download to CSV button provides you with a CSV file of the data on this page. Our My Portfolios tool was created with one goal in mind: to protect your portfolios from blowups. This is one of the most popular services among our subscribers, so be sure to take advantage of it. Thanks for watching this product tour. Click one of the links below to sign up for your Mutual Fund subscription or start your 14-day free trial.
