fund-selection-criteria

To evaluate fund performance, apply a weighted scorecard that ranks funds by cost efficiency, 3-year return, AUM, and risk fit. This scoring method provides objective, risk-adjusted comparisons to identify optimal investment funds within your portfolio.

Structuring a portfolio with core and satellite funds involves allocating cost-efficient index funds as the core foundation, supplemented by active or sector-themed funds as satellites. This framework balances broad market exposure with targeted growth opportunities.

Compare index and active funds by prioritizing cost and long-run performance to identify rational choices. A transparent fund selection scorecard evaluates these metrics alongside AUM and risk fit, ensuring cost-conscious, data-driven investment decisions.

When index funds are unavailable, apply explicit selection guidance using a weighted scorecard to evaluate active and sector-themed funds. Rank alternatives by cost, 3-year return, AUM, and risk fit to maintain data-driven investment choices.

Yes, you can filter fund data using JSON files like fund_data.json and fund_classification.json. The workflow applies a fund selection scorecard to this data, ranking investments by cost, return, and size within a core-satellite framework.

The scorecard's limitations include relying solely on data from fund_data.json and fund_classification.json, emphasizing objective metrics like 3-year return and AUM. It may not capture qualitative market factors or sudden macroeconomic shifts affecting the investments.