Fund & ETF Research.

Built on the 5 Ps.

In-depth reports on funds and ETFs that meet our standards for parent, people, process, performance, and price. Not every fund — just the ones worth your attention.

90+Research reports

16Asset classes covered

20+Fund families analyzed

Featured Report

The latest research.

Avantis U.S. Equity ETF research report preview

AVUS · Free Sample

Avantis U.S. Equity ETF

An actively-managed, factor-driven approach to large-cap value from the team that left DFA to build something better. The full report covers the parent organization, the investment team, the process, performance, current positioning, and price.

Top decilePeer rank, 3-yr
0.15%Expense ratio
$8.2BNet assets
Read the Full Report

Free Sample Reports

Read three reports end-to-end. No login required.

Three full reports — across index, active equity, and fixed income — are publicly readable. Read them to evaluate the depth and rigor before deciding whether membership is worth $179 a year.

Firm Analysis · The Success Ratio Framework

Deep dives into the firms behind the funds.

A different lens. Where the asset-class library below evaluates individual funds using the 5 Ps, this section evaluates entire fund families using the Success Ratio — a measure of how consistently a firm’s funds outperform their benchmarks over time. One firm released as a free sample; the rest gated for Founding Members.

Vanguard

Free Sample

The framework piece. Introduces the Success Ratio and applies it to the firm that defined low-cost indexing — with a candid look at where their active lineup falls short.

Success Ratio78%
Funds Covered16
Reading time5 min

PRIMECAP Management

Coming Soon

The most successful firm most investors have never heard of: deliberately small, deliberately private, with a long record of quiet outperformance.

Success Ratio100%
Funds Covered2
Reading time—

Baird Fixed Income

Members Only

Excellence built on independence, stability, and four decades of discipline. Why Baird’s bond funds quietly outperform most of their peers without the marketing noise.

Success Ratio75%
Funds Covered6
Reading time13 min

Dimensional Fund Advisors

Coming Soon

The academic pioneer. What 40 years of factor-based investing has produced — and why the firm’s recent ETF push is changing access for individual investors.

Success Ratio64%
Funds Covered9
Reading time—

American Funds

Coming Soon

The multi-manager system that built one of the largest active fund families in the country. Does the structure still deliver, or has scale finally caught up with results?

Success Ratio65%
Funds Covered5
Reading time—

Fidelity

Members Only

A firm in transition — from active mutual fund powerhouse to ETF and index leader. Which parts of the lineup still merit serious consideration, and which deserve a hard pass.

Success Ratio68%
Funds Covered4
Reading time8 min

Research Library · Members Only

90+ funds across 16 asset classes.

The complete library, organized by broad asset class. Click any group to expand and reveal the asset-class breakdown; click again to see the funds inside. Member access required to view fund names — Founding Members read the full library; the three free sample reports above are publicly readable.

Become a Founding Member to see the 11 funds we cover in this asset class.

Become a Founding Member to see the 6 funds we cover in this asset class.

Become a Founding Member to see the 9 funds we cover in this asset class.

Become a Founding Member to see the 5 funds we cover in this asset class.

Become a Founding Member to see the 6 funds we cover in this asset class.

Become a Founding Member to see the 7 funds we cover in this asset class.

Become a Founding Member to see the 4 funds we cover in this asset class.

Become a Founding Member to see the 4 funds we cover in this asset class.

Become a Founding Member to see the 5 funds we cover in this asset class.

Become a Founding Member to see the 5 funds we cover in this asset class.

Become a Founding Member to see the 9 funds we cover in this asset class.

Become a Founding Member to see the 5 funds we cover in this asset class.

Become a Founding Member to see the 2 funds we cover in this asset class.

Become a Founding Member to see the 5 funds we cover in this asset class.

Become a Founding Member to see the 8 funds we cover in this asset class.

Become a Founding Member to see the 5 funds we cover in this asset class.

Methodology

The 5 Ps. The same framework, every report.

Every fund report uses the same five-part evaluation framework — so you can compare apples to apples across asset classes, decades, and management styles.

P

Parent

The firm behind the fund. Stability, independence, conflicts of interest, and alignment with shareholders.

P

People

The managers and analysts. Tenure, experience, succession planning, and skin in the game.

P

Process

The investment approach. Repeatable, disciplined, evidence-based — or a black box.

P

Performance

Risk-adjusted returns over full market cycles — not just the last twelve months.

P

Price

Expense ratio, share class, transaction costs, and tax efficiency. The only factor you control.

Need this for your advisory practice?

License the entire research library — including the firm analyses — as editable Word documents you can brand for your clients. $499/year per advisor, 30-day free trial.

The full research library is one subscription away.

Founding Members read every fund report and every firm analysis. New reports added regularly. $179/year — less than the expense ratio on a single fund.