FundIQ® was designed to help investors maximize risk-adjusted performance through analysis. FundIQ® analyzes 15 of the largest AAA-rated institutional prime money market funds and compares fund characteristics against peer group averages, so you can benchmark your funds. Ratings are assigned to each risk category, as well as to the funds as a whole, helping you make informed investment selections.
FundIQ® analyzes 50 characteristics within five risk categories of institutional prime money market funds:
- Performance Risk. How is liquidity affected by WAM, Spread WAM, diversification and other key characteristics? FundIQ® measures 21 characteristics in this risk category.
- Sponsor Risk. Is a fund backed by an institution with support mechanisms that can withstand crises? FundIQ® evaluates seven factors in this area.
- System Risk. Is a fund able to withstand geopolitical, regulatory, market and other non-fund specific risk factors? FundIQ® weighs eight variables of Systemic Risk.
- Shareholder Risk. How may the composition of shareholders impact outflows when perceived risk increases? FundIQ® assesses eight risk characteristics in the Shareholder Risk category.
- Management Risk. Does the management team have a favorable track record – in both good times and bad? FundIQ® considers six variables in the Management Risk category.
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
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