CPIC International
The Company Services Investment Process Accounts & Client Resources Articles & News Market Data & Quotes Financial Calculators  

Over 10,000 Mutual Funds

Fund classification:  Risk and Investment Objectives;  Yield

Expenses:  Sales Loads;  high 12(b)1 feeshigh Expense ratios

Risk:  Beta;  Market Correlation;  Standard Deviation

Return:  Total Return;  Alpha, Sharpe Ratio (risk-adjusted return);  Relative Strength

Other:  Meetings with fund managers; analysis of portfolio composition; P/E; turnover; industry sector; fund manager changes; buy/sell discipline; research capabilities; consistency of investment approach; tax efficiency.



CPIC's Multi-Manager Approach is suitable for investors with a long-term investment horizon, and is not suitable for short-term investing. Remember that past performance is no guarantee of future investment results. Use of this Web site constitutes acceptance of the CPIC Legal Notice, Use Terms, and Privacy Policy. Copyright © 2004 CPIC Internationa. All rights reserved.