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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