_template

%%form_data{fund_name}%% (%%name%%)

Last Updated by %%updated_by%% | Update This Page Now

►Summary | Add New ETF | Feedback

Short Term Rating Stock Ratings Help
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Asset Allocation (% of Port)

US Stocks
Non-US Stocks
Bonds
Cash
Other
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%%form_data{allocation_percentage4}%%%
%%form_data{allocation_percentage5}%%%

Geographic Allocation (% of Port)

North America
Europe
Asia
South America
Africa
Australia + Pacific Islands
%%form_data{geographic_holding1}%%
%%form_data{geographic_holding2}%%
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%%form_data{geographic_holding4}%%
%%form_data{geographic_holding5}%%
%%form_data{geographic_holding6}%%
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Long Term Rating Stock Ratings Help

HOLD

SWOT Statistics

Strengths + Opportunities = 63

Threats + Weaknesses = 46

When strengths & opportunities substantially exceed threats & weaknesses an investment in the %%name%% ETF has great long term potential.

%%form_raw{fund_provider}%% Funds

ETF Description Update

%%form_raw{general_description}%%

Portfolio Strategy Update

%%form_raw{description_strategy}%%


Performance Analysis Update

%%form_data{description_performance}%%

======

[[form]]
fields:
  form_title1:
    type: static
    value: ++ General Information

  fund_name:
  label: Fund Name

  website_link:
    label: Website

  phone_number:
    label: Phone Number
    default: n/a

  fax_number:
    label: Fax Number
    default: n/a

  email:
    label: Email Address
    default: n/a

  founded_year:
    label: Year Founded
    width: 10
    default: n/a

  total_assets:
    label: Portfolio Assets (AUM)
    width: 10
    default: n/a

  location:
    type: pagepath
    label: Location
    category: location
    default: n/a

  address:
    label: Address
    height: 4

  form_title2:
    type: static
    value: ++ Description and Analysis Section

  general_description:
  label: General Description
  width: 100
  height: 6
  hint: Include any information needed to understand the portfolio (or fund)?

  description_strategy:
  label: Portfolio Strategy Analysis
  width: 100
  height: 2
  hint: Include any information needed to understand the portfolio's strategy? Historical performance, etc.

  description_performance:
  label: Portfolio Performance Analysis
  width: 100
  height: 2
  hint: Include any information needed to understand the portfolio's performance?

  description_firm:
  label: Firm Details
  height: 2
  width: 100
  hint: Firm's ownership, financial strength, structure; size and number of funds; analysis of client type; staff involved in fund mgmt, research, and admin; turnover of fund managers over last three years.

  description_services:
  label: Available Services
  height: 2
  width: 100
  hint: Range of fund services offered to clients of different sizes.

  description_process:
  label: Investment Process
  height: 2
  width: 100
  hint: Details of the investment process and philosophy; decision making processes, definition of risk and how they quantify it; constraints placed on investments; research methodology.

  form_title3:
    type: static
    value: ++ General Analysis

  asset_turnover:
  label: Asset Turnover
  hint: % of assets replace within a given year.

  fund_status:
  label: Fund Status
  hint: Open or closed fund

  investment_style:
  label: Fund Provider
  hint: Value vs. growth, large cap vs. small cap.

  fund_provider:
  label: Fund Provider

  quantitative_analysis:
  label: Admin
  width: 15

  form_title4:
    type: static
    value: ++ Fund Management Team

  profile_people_1:
    type: pagepath
    label: Team Member 1
    category: profile-people

  profile_people_2:
    type: pagepath
    label: Team Member 2
    category: profile-people

  profile_people_3:
    type: pagepath
    label: Team Member 3
    category: profile-people

  profile_people_4:
    type: pagepath
    label: Team Member 4
    category: profile-people

  profile_people_5:
    type: pagepath
    label: Team Member 5
    category: profile-people

  form_title5:
    type: static
    value: ++ Portfolio (% allocation)

  allocation_percentage1:
    label: US Stocks
    default: n/a

  allocation_percentage2:
    label: US Non-Stocks
    default: n/a

  allocation_percentage3:
    label: Bonds
    default: n/a

  allocation_percentage4:
    label: Cash
    default: n/a

  allocation_percentage5:
    label: Other
    default: n/a

  form_title6:
    type: static
    value: ++ Geographic Breakdown (% allocation)

  geographic_holding1:
    label: North America
    default: n/a

  geographic_holding2:
    label: Europe
    default: n/a

  geographic_holding3:
    label: Asia
    default: n/a

  geographic_holding4:
    label: South America
    default: n/a

  geographic_holding5:
    label: Africa
    default: n/a

  geographic_holding6:
    label: Australia + Pacific Islands
    default: n/a
[[/form]]