Fi360 Fiduciary ScoreĀ® Top Quartile Report

 

Each quarter, our Data and Analytics team scrutinizes tens of thousands of investments. See what it takes to earn the highest scores.

Find funds that stand out

Investment selection and monitoring are important fiduciary responsibilities. Read the report to delve into:

  • The methodology behind the Fi360 Fiduciary Score®
  • Scores for open-end mutual funds, exchange-traded funds, collective investment trusts, and target date funds
  • Peer rankings and the investments that achieved the highest mark, passing the scruitiny of nine rigorous filters.

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