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Determine the true value added by active management of a mutual fund or investment portfolio.
Investigate equivalent ETF positions for a mutual fund or investment portfolio.
Explore buy-sell signals for a mutual fund or investment portfolio.
Assess total returns of securities with reinvested dividends and distributions.
Compare rolling returns of analyzed and benchmark securities.
Compose and evaluate a periodically-rebalanced investment portfolio.
Examine correlation of security returns.
Study the efficient frontier of a portfolio.