A news release said the fact sheets are available for equity funds, fixed-income funds, balanced funds, ETF/equity, ETF/fixed income, and model portfolios.
The Boston-based company said the fact sheets include:
- investment strategy summary
- style category
- market capitalization
- key financial ratios
- expense ratio
- trailing yields
- top 10 holdings
- holdings by major sector
- foreign holdings by global region
- performance for up to seven different time periods from one month to 10 years, compared to the category benchmark.
Advisers can click a check box and the system will generate a fact sheet for each fund included in the client’s custom investment proposal using FundQuest’s Investment Proposal module, according to the news release.
More information is available at www.fundquest.com/usa.