Click on the buttons below for examples of each of the Quantitative and Qualitative screens used to identify our Money Masters.
Criteria #1
Manager Tenure
Source of Data:
Retirement Corporation of America research department and mutual fund company data
Criteria #2
Performance Results
Source of Data:
Morningstar Lipper Zephyr
Criteria #3
Style Consistency
Source of Data:
Zephyr
Criteria #4
Regulatory Compliance
Source of Data:
Retirement Corporation of America research department and Securities and Exchange Commission
Criteria #5
Availability Criteria
Source of Data:
Retirement Corporation of America research department and Fidelity—our custodian
Criteria #6
Other
Criteria
Source of Data:
Retirement Corporation of America research department
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