Disclaimer for charts: Investors cannot invest directly in an index. Past performance is no guarantee of future results. Strategies striving to mirror an index will have different returns due to tracking error, management fees and trading expenses. STIR Research is intended for a professional audience for informational purposes only and is not a recommendation to buy or sell any security, nor is it intended as specific advice for any individual investor’s portfolio. STIR is NOT a registered investment advisor or broker-dealer. STIR provides experienced independent quantitative research.

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Fund Family Fact Sheets

 

Fund Family Research (FF) begins with Quantitative Analysis; striving to identify leading asset classes and ranking all the individual funds within those asset classes with the greatest potential for appreciation given current market conditions. The fund and variable annuity specific tactical allocation goals are to identify the top four performing funds within the FF model portfolios family representing several different investment asset groups (style boxes, sectors, internationals, and specialty) of the market and to rotate into those strongest with the flexibility to change the asset mix as market conditions change. Diversification rules for the 4 equity positions are: no more than 3 different style boxes, no more than 2 internationals, and no more than 1 sector fund. Analysis also includes a Relative Strength Analysis (RSA) discipline for each of the FF model portfolios we have chosen. According to our overall STIR Market Environment Indicator (MEI), during a perceived bear market environment the portfolio could be 50% invested in the leading four funds, and 50% in a money market fund.

FF050

Mass Financial Services

Mass Financial Services

Model Portfolio FF050 is risk managed. FF050 strives to identify the top four performing funds within the Mass Financial Services fund family representing several different investment asset groups (style boxes, sectors, internationals, and specialty) of the market and to apply a tactical rotation into those strongest asset groups.

Pimco

Model Portfolio FF053 is risk managed. FF053 strives to identify the top four performing funds within the Pimco fund family representing several different investment asset groups (style boxes, sectors, internationals, and specialty) of the market and to apply a tactical rotation into those strongest asset groups.

FF056

American Funds

American Funds

Model Portfolio FF056 is risk managed. FF056 strives to identify the top four performing funds within the American Funds family representing several different investment asset groups (style boxes, sectors, internationals, and specialty) of the market and to apply a tactical rotation into those strongest asset groups.

 

FF060

Prudential

FF057

Fidelity

Fidelity

Model Portfolio FF057 is risk managed. FF057 strives to identify the top four performing funds within the Fidelity fund family representing several different investment asset groups (style boxes, sectors, and internationals) of the market and to apply a tactical rotation into those strongest asset groups.

 

FF059

US Allianz

FF058

Vanguard

US Allianz

Model Portfolio FF059 is risk managed. FF059 strives to identify the top four performing funds within the US Allianz variable annuity fund family representing several different investment asset groups (style boxes, sectors, internationals, and specialty) of the market and to apply a tactical rotation into those strongest asset groups.

 

Vanguard

Model Portfolio FF058 is risk managed. FF058 strives to identify the top four performing funds within the Vanguard fund family representing several different investment asset groups (style boxes, sectors, and internationals) of the market and to apply a tactical rotation into those strongest asset groups.

Prudential

Model Portfolio FF060 is risk managed. FF060 strives to identify the top four performing funds within the American Skandia variable annuity fund family representing several different investment asset groups (style boxes, sectors, internationals, and specialty) of the market and to apply a tactical rotation into those strongest asset groups.