ETF & Mutual Fund Research

CFRA's Forward-Focused ETF & Mutual Fund Research.

ETF and Mutual Fund Insights Focused on the Future, Not the Past

Tired of choosing funds based on solely valuation and past performance?

Along with relevant trailing analysis, our unique approach to ETF and mutual fund ratings incorporates forward-looking indicators to identify funds with the highest likelihood of outperformance.

Why Choose CFRA for ETF and Mutual Fund Research?

Global Coverage

Global coverage of nearly 2,500 ETFs and more than 15,000 mutual funds using CFRA’s unique holdings-based methodology and the industry’s most comprehensive ETF database.

Differentiated Approach

Methodology uses advanced machine-learning techniques along with a blend of our forensic and fundamental approaches, including earnings quality scores and our proprietary Stock Appreciation Ranking System (STARS).

Transparency

We offer transparency into our methodology and performance so you can rest easy by gaining a comprehensive understanding of our approach.

Forward focused and predictive ratings

ETF & Mutual Fund Ratings

Our ratings methodology reflects the unique nature of both ETF and mutual funds, without forcing either into a box that doesn’t fit.

Along with relevant trailing analysis, our unique approach to fund ratings uses advanced machine-learning techniques to account for critical factors across reward, risk, and cost categories to assess a fund’s position relative to its peers.

Funds are then ranked from five-stars (highest) to one-star (lowest), to identify funds with the highest and lowest probability of outperformance relative to peers over the next 12 months.

Confidently choose ETF and mutual fund investments

ETF & Mutual Fund Reports

Proprietary quant based research reports and ratings for almost 2,500 ETFs and more than 15,000 mutual funds using CFRA’s unique holdings-based methodology and one of the industry’s most comprehensive ETF databases.

Our full suite of ETF and mutual fund research, including our sector and industry insights are available through our online portal, MarketScope Advisor.

Overview

Accessible through our turn-key web-based platform, MarketScope Advisor, you’ll have access to our full suite of fundamental equity, ETF, and mutual fund research so you can stay on top of changing markets in real-time.

STAY INFORMED OF THE BIG PICTURE

  • Commentary focused on economic and market trends, history, strategy and momentum
  • Industry insights highlighting key drivers, broad fundamentals, recent performance and trends

BUILD PORTFOLIOS AND SELECT INVESTMENTS

  • Validate your investment ideas and recommendations with
    independent research
  • Custom screening of stocks, ETFs and funds to generate
    investment ideas
  • Access to CFRAs 15 stock and ETF Model portfolios

MONITOR INVESTMENTS AND MANAGE RISK

  • Custom watchlists to easily monitor stocks, funds and ETFs
  • Set alerts to receive notifications when new research is published

Additional ETF & Mutual Fund Research Resources

Macro Driven Thematic Opportunities

The article discusses whether ETF investors are overlooking potential opportunities in their portfolios. It examines the performance of ETFs compared to traditional funds, highlighting key insights and trends that might influence investor decisions.

The Case for Bonds

The article presents a compelling argument for incorporating global bond ETFs into investment portfolios. It explores the advantages of global bond ETFs, such as diversification and exposure to international markets, while also considering the risks.

Health Care ETFs

The article examines the potential of health care ETFs as a strategic investment, highlighting the sector's resilience and growth prospects. It explores how health care ETFs offer diversified exposure to the health care industry, including pharmaceuticals, biotechnology, and medical devices.

Flexible Content Delivery

Choose the integration approach that best meets your needs

MarketScope Advisor

Desktop access to our full suite of fundamental equity, ETF, and mutual fund research through our online portal, MarketScope Advisor, available with stand-alone credentials or single sign-on integration.

APIs

Atomized integration of CFRA content through our award-winning Research-as-a-Service (RaaS) API directly into your portals allows for creation of custom tools and applications across your enterprise.

Data Feeds

Easily ingest CFRA content through your internal workflows, processes, and platforms through a daily data feed. Multiple file formats are supported including PDF, XML, TXT, and RIXML v2.5.