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The Auto-Pilot Rating:
Funds earn this rating by maintaining high stability
characteristics over the past 10 years.
With respect to their Sector Index,
Auto-Pilot Rated Funds have experienced No "Crash Landings" for the past 10 years and have executed "Smooth Landings" for at least 3 of the past 5
years. These funds have also returned Index matching performance or better for the last 3 years
(Total Return).
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Smooth Landing
Q: Annual Fund Return that meets or exceeds the
Sector Index Return.*
Hard Landing
Q: An annual Fund Return that is between 1 and 5 percentage points below the Index
Return.*
Crash Landing:
A negative, annual Fund Return when the Sector Index had a positive return*. Or a Fund Return that was more than 5 percentage points below the Index if the Index itself experienced a negative annual
return.* (A Crash Landing disqualifies a fund from the
Auto-Pilot Rating System.)
* Tolerance deviation from Index performance is 1
% point. |
Recent Turbulence:
(Year-To-Date or Year Total)
Green - Tracking it's Index well.
Yellow - 1 to 3
% Points Below Index.
Orange - 4 to 5
% Points Below Index.
Red - 6 or more
% Points Below Index. |
Sector Indexes: Each sector
Balanced, Small,
Mid & Large-Cap is compared to it's own Index. Balanced to the Dow Jones 60, Smalls to the Russell 2000, Mids to the S&P 400 and Large Funds To the S&P 500.
Class: Each sector is sub-divided into three
classes; Value, Blend and Growth. (i.e. SV, SB or
SG = Small Value, Blend or Growth.) |
FED'S
FUNDS COMPLETE
AirCommunications