Abstract: A system of and method for generating investment fund rating scores using a number of factors including criteria related to risk factors, performance, and qualitative factors. Historical weighting is provided to minimize the effect of short-term fluctuations, and the various factors are also weighted to establish the relative contributions of each of the evaluated factors. The ratings can be used to select, evaluate, and monitor mutual funds.

Abstract: A system of and method for generating investment fund rating scores using a number of factors including criteria related to risk factors, performance, and qualitative factors. Historical weighting is provided to minimize the effect of short-term fluctuations, and the various factors are also weighted to establish the relative contributions of each of the evaluated factors. The ratings can be used to select, evaluate, and monitor mutual funds.

Abstract: A method and system that provides a unique data display tool for use in the investment area and utilizes color coated entries in various data displays to aid in the client's assimilation of investment data and information. More specifically, the method and system uses a plurality of colors that are superimposed over data contained in various data category displays. Any one category data may contain a number of different such colored overlays. It is between different data displays, the same color would be used for the same data category presented in each display.

Abstract: A method and system that provides a unique data display tool for use in the investment area and utilizes color coated entries in various data displays to aid in the client's assimilation of investment data and information. More specifically, the method and system uses a plurality of colors that are superimposed over data contained in various data category displays. Any one category data may contain a number of different such colored overlays. It is between different data displays, the same color would be used for the same data category presented in each display.

Abstract: A method and system that provides a unique data display tool for use in the investment area and utilizes color coated entries in various data displays to aid in the client's assimilation of investment data and information. More specifically, the method and system uses a plurality of colors that are superimposed over data contained in various data category displays. Any one category data may contain a number of different such colored overlays. It is between different data displays, the same color would be used for the same data category presented in each display.

Abstract: A method and system that provides a unique data display tool for use in the investment area and utilizes color coated entries in various data displays to aid in the client's assimilation of investment data and information. More specifically, the method and system uses a plurality of colors that are superimposed over data contained in various data category displays. Any one category data may contain a number of different such colored overlays. It is between different data displays, the same color would be used for the same data category presented in each display.