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Cumulative RealAlpha™

Cumulative RealAlpha™

Determine the true value added by active management of a mutual fund.

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Reference Weights

Reference Weights

Investigate equivalent ETF positions for a mutual fund.

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Buy-Sell Signals

Buy-Sell Signals

Explore buy-sell signals for a mutual fund.

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Total Returns

Total Returns

Assess total returns of securities with reinvested dividends and distributions.

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Buy-Sell Signals

Rolling Returns

Compare rolling returns of analyzed and benchmark securities.

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Basic Portfolio

Portfolio

Compose and evaluate a periodically-rebalanced portfolio.

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Correlation

Correlation

Examine correlation of security returns.

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Efficient Frontier

Efficient Frontier

Study the efficient frontier of a portfolio.

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