FundIQ® allows you to customize the research and the decision criteria that are important to you. FundIQ® enables you to:
- Receive Capital Advisors Group's ratings on money market funds.
- View overall risk characteristics of combined money market fund positions.
- Adjust Capital Advisors Group's overall fund ratings to reflect those criteria that are most important to you in selecting and monitoring investments.
- Analyze security-level detail to see where there are redundancies in your holdings.
- Set up custom alerts to notify you when your holdings deviate beyond your risk tolerance settings.
At a Glance
- Covers 15 of the largest AAA rated prime institutional money market funds representing nearly $506 billion in fund assets*
- Deep analysis of five major risk categories
- Monitors 50 individual risk variables
- Due diligence just a mouse-click away – direct access to the independent research work of Capital Advisors Group's investment professionals through money fund industry technology
- E-mail notifications of specific events such as fund downgrades or compliance issues
*Source: iMoneyNet
Domestic MarketShare
Report as of 2/29/2012
Interested in seeing a product demo or becoming a FundIQ® Client? Click here
