stock rating
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Stock Rating Methodology

New Constructs assigns a rating to every stock under coverage according to what we believe are the 5 most important criteria for assessing the risk versus reward of stocks. New Con­structs’ stock rat­ings are reg­u­larly fea­tured as among the best by Barron’s.
by David Trainer, Founder & CEO
New Constructs
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Total Annual Costs Ratings Methodology for Predictive Fund Rating

Total Annual Costs used to rate a fund's expenses reflects the all-in cost of a minimum investment in each fund assuming a 3-yr holding period, the average holding period for mutual funds. This rating reflects all expenses, loads, fees and transaction costs in a single value that is comparable across all funds. Our goal is to give investors as accurate a measure as possible of the cost of investing in every fund to determine whether this cost of active management is worth paying.
by David Trainer, Founder & CEO
New Constructs
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Asset Allocation Ratings Methodology for Predictive Fund Rating

The Fund Asset Allocation Rating informs investors of each fund's level of allocation to cash (non-equities) as well as how that level compares to other equity mutual funds. We assume investors in equity funds prefer those funds to be maximally invested in equities given that investors can much more cheaply invest in cash on their own. We do not believe that most investors want to pay the high fees associated with equity funds to invest in cash.
by David Trainer, Founder & CEO