Fi360's Q3 Top Quartile Report: Fund Family Rankings

Fi360’s Q3 Top Quartile Report, which ranks investments using the Fi360 Fiduciary Score^®, is now available for download. This quarter, over 28,000 investments were assessed and just 18.8 percent achieved a perfect score of zero, passing the scrutiny of nine rigorous filters.

Fi360’s latest Top Quartile Report explores how many investments have achieved the top quartile, and which fund companies are consistently performing at this level.

Since 2003, the Fi360 Fund Family Ranking Report has scored investment families based on the percentage of their individual funds that received a top quartile Fi360 Fiduciary Score. The report also presents the change (improvement or decline) in ranking from the prior quarter.

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