Scoring Fund Management Data
AAA
  1. Passive Vs. Active Management
  2. Fund I-Q No.4: Manager Tenure and Structure
  3. Scoring Fund Management Data

Scoring Fund Management Data

By Richard Loth (Contact | Biography)

This is the entry we need to complete in the Fund Investment-Quality Scorecard for an analysis of a fund's management tenure and structure:




For those funds with a solo manager, a "very positive" rating would go to a tenure-performance match of six to 10 years. A "positive" rating would apply to a three to five year match, and anything less than three years would be "sub-standard." For co-managed funds, at least one of the co-managers would have to qualify accordingly.

If a manager or managers have an investment position in the fund they are running, that's a definite plus. But, because there are circumstances that make the application of this qualifier problematic, it should not unduly influence the managerial analysis.

Value Line and Morningstar do give the name(s) and starting date(s) of a fund's manager(s). Value Line's fund report also provides a very useful numerical (1 highest to 5 lowest) "Manager Rating," measuring the manager's risk-adjusted performance relative to that of the fund's peer group. Morningstar will usually make some evaluative comment on managerial performance in the "Morningstar's Take" section of its report.

Return to the Main Menu.
Proceed to the next chapter on Fund Transactional Activity.


  1. Passive Vs. Active Management
  2. Fund I-Q No.4: Manager Tenure and Structure
  3. Scoring Fund Management Data
RELATED TERMS
  1. Smart Beta

    Investment strategies that emphasize the use of alternative weighting ...
  2. Discretionary Investment Management

    A form of investment management in which buy and sell decisions ...
  3. Account Minimum

    The minimum balance required to be maintained in an investment ...
  4. Capital Growth

    The increase in value of an asset or investment over time. It ...
  5. Absolute Percentage Growth

    An increase in the value of an asset or account expressed in ...
  6. Historic Pricing

    A method for calculating the value of an asset using the last ...
  1. For investors, what are the alternatives to owning physical gold?

    Learn some of the primary alternate ways that someone can invest in the gold market besides simply purchasing physical gold ...
  2. How are blue-chip stocks similar to mutual funds and exchange-traded funds (ETFs)?

    Understand the primary differences between making investments in blue-chip stocks, mutual funds and exchange-traded funds ...
  3. What does standard deviation measure in a portfolio?

    Dig deeper into the investment uses of, and mathematical principles behind, standard deviation as a measurement of portfolio ...
  4. How can I use alpha in conjunction with the Treynor Ratio?

    Learn about alpha and the Treynor ratio and how these metrics are used to assess investment strategy by comparing portfolio ...

You May Also Like

Related Tutorials
  1. Options & Futures

    Binary Options Tutorial

  2. Mutual Funds & ETFs

    Top ETFs And What They Track: A Tutorial

  3. Active Trading Fundamentals

    Introduction to Stock Trader Types

  4. Retirement

    Analyzing The Best Retirement Plans And Investment Options

  5. Options & Futures

    Beginner's Guide To Trading Futures

Trading Center