One year into a revamped mutual fund ratings approach, CFRA is encouraged by the initial results. In April 2020, CFRA completed the enhancement to our pre-existing, holdings-focused mutual rating methodology for U.S. listed funds. At the time, we integrated what is now our own mutual fund classifications and data; added in additional portfolio-based and fund-level analytics; and utilized machine-learning techniques to improve the quality of our models. We continued to use a star rating approach separate from ETFs and currently cover approximately 17,000 equity and fixed income mutual funds.
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Analyst Recording
Choosing a Fund Based on Not Just Past Performance Added Value
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Todd RosenbluthHead of ETF and Mutual Fund ResearchTodd is Director of ETF and Mutual Fund Research at CFRA, leading the firm’s holdings-based research efforts. Todd publishes regular thought leadership content on equity and fixed income products, supports the quantitative fund models, and interacts with clients. He also serves as a member of CFRA’s Investment Policy Committee. Todd has frequently provided ETF education at Inside ETFs conferences and been quoted in media outlets, such as Barron’s, New York Times, and The Wall Street Journal. He also held Senior Director of ETF and Mutual Fund Research for S&P Global Market Intelligence. Todd holds a BGS in Finance from the University of Michigan and an MBA in Finance from New York University. |