Smart FundSkor is calculated using the stock weightings disclosed in each fund's monthly portfolio allocation reports together with that month's stock SmartSkors. This product is designed exclusively for funds with an equity allocation of 80% or higher. Use the scatterplot visual below to select funds with higher Smart FundSkors and lower Expense Ratios, which are located in the top left quadrant. The size of the circles represent Net Assets managed by the fund. You can also switch to the heat map visual to see all Smart FundSkors at a glance. The expected future returns of funds with higher scores are also higher. Add your selections to your watchlist to track their progress over time.
As the scores for your watchlisted funds change, SmartSkor will notify you via email so you can make proper trades, e.g., sell funds with scores less than 8 and replace them with stocks having scores 9 or higher.
