The Center of Influence for Financial Advisors and RIAs - Click Here

Test tables

 

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Quisque at tortor nisl. Integer suscipit vehicula imperdiet. Etiam non sem dolor, sed gravida nisl. Aenean posuere, risus non aliquet consequat, ligula nibh venenatis enim, vel aliquam sem odio et nunc. Praesent vel felis imperdiet sapien vulputate euismod at id odio. Nulla euismod faucibus mollis. Sed tempus sem ut augue interdum eget ultrices tellus scelerisque. Donec egestas, magna eget tempor suscipit, eros lacus sagittis justo, et convallis neque mi eget arcu. In placerat metus et dolor dignissim a porttitor lacus iaculis.
 
Nulla nec ante ligula. Maecenas molestie imperdiet ultrices. In id mi ipsum. Vestibulum elementum semper ligula. Aenean venenatis leo in nisi rhoncus volutpat. Suspendisse at adipiscing elit. Praesent ullamcorper feugiat fringilla. Nulla in sapien nec augue tempus iaculis sed mollis ligula. Nulla facilisi.
 
Integer nec posuere felis. Donec nec justo vel ipsum congue pretium. Pellentesque habitant morbi tristique senectus et netus et malesuada fames ac turpis egestas. Mauris ultricies nisi sit amet nunc auctor sed consectetur mi hendrerit. Etiam at sem eget lorem lobortis lobortis sit amet non odio. Donec placerat metus ac enim tristique sollicitudin. Maecenas ultricies interdum augue, vel vulputate tortor mollis ac. Nunc lobortis aliquet sapien. Ut vel sapien eros, a semper nibh. Class aptent taciti sociosqu ad litora torquent per conubia nostra, per inceptos himenaeos.
 
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Praesent fringilla ultricies ligula, ut volutpat justo tincidunt sit amet. Etiam rutrum dolor tincidunt magna egestas pulvinar. Phasellus euismod tincidunt ipsum id rutrum. Proin lacinia lobortis orci ut gravida. Class aptent taciti sociosqu ad litora torquent per conubia nostra, per inceptos himenaeos. Nam dictum, urna vitae tristique posuere, tortor justo placerat elit, vitae sagittis nisl sem a quam.
 
Phasellus quam justo, condimentum eget tempus sagittis, feugiat nec tortor. Vestibulum vitae elit ante, in aliquet ipsum. Fusce ac gravida lacus. Proin varius viverra placerat. Morbi id arcu nec libero tristique luctus. Sed eu ipsum tellus. Cras aliquet condimentum turpis, eget consectetur augue lobortis non. Nulla facilisi. Mauris vulputate magna non sem aliquet tincidunt.
 
High Strength, Low Risk
Fund Score > 3, Below average volatility
           
    Name DWA Fund Score DWA rRisk Score  
  Equity Funds and ETFs      
    Parnassus Equity Income (PRILX) 5.06 0.90  
    Ave Maria Rising Dividend (AVEDX) 4.81 0.93  
    iShares KLD 400 Social Index - (DSIX) 3.73 0.98  
    CNI Charter Socially Rspnb Eq Instl (AHSRX) 3.54 0.98  
    Calvert Moderate Allocation A (CMAAX) 3.36 0.68  
    Walden Equity (WSEFX) 3.18 1  
    Legg Mason Inv Counsel Social Aware A (SSIAX) 3.09 0.72  
    Pax World Balanced Individual Inv (PAXWX) 3 0.86  
           
  Bond Funds      
    Calvert Income A (CFICX) 3.38 0.21  
    Calvert Short Duration Income A (CSDAX) 3.18 0.13  
    Ave Maria Bond (AVEFX) 3.15 0.18  
    Calvert Bond A (CSIBX) 3.11 0.19  
           

 

High Strength, High Risk
Fund Score > 3, Below average volatility
           
    Name DWA Fund Score DWA rRisk Score  
           
    Ariel Investor (ARGFX) 5.89 1.61  
    Ave Maria Growth (AVEGX) 5.05 1.13  
    Neuberger Berman Socially Resp Inv (NBSRX) 5 1.06  
    TIAA-CREF Social Choice Eq Instl (TISCX) 4.97 1.03  
    Parnassus Workplace (PARWX) 4.67 1.18  
    Parnassus Mid-Cap (PARMX) 4.56 1.03  
    Ave Maria Catholic Values (AVEMX) 4.43 1.14  
    Domini International Social Equity A (DOMAX) 4.4 1.34  
    Calvert Capital Accumulation A (CCAFX) 4.12 1.3  
    Calvert Small Cap A (CCVAX) 4.01 1.3  
    Vanguard FTSE Social Index I (VFTNX) 3.91 1.05  
    VALIC Company II Socially Responsible (VCSRX) 3.8 1.01  
    Calvert Social Index I (CISIX) 3.72 1.02  
    DFA US Social Core Equity 2 (DFUEX) 3.7 1.11  
    VALIC Company I Global Social Awareness (VCSOX) 3.6 1.12  
    Parnassus (PARNX) 3.48 1.42  
    iShares KLD Select Social Index - (KLDX) 3.41 1.02  
    Calvert Equity A (CSIEX) 3.31 1.06  
    Domini Social Equity Inv (DSEFX) 3.2 1.03  
    Calvert International Equity A (CWVGX) 3.12 1.2  
           

 

Low Strength, Low Risk
Fund Score < 3, Below average volatility
           
    Name DWA Fund Score DWA rRisk Score  
  Equity Funds and ETFs      
    Calvert Balanced A (CSIFX) 2.94 0.57  
  Bond Funds      
    Calvert Tax-Free Bond A (CTTLX) 2.86 0.29  
    Calvert Ultra-Short Income A (CULAX) 2.64 0.05  
    Calvert Long Term Income A (CLDAX) 2.32 0.29  
    Domini Social Bond Inv (DSBFX) 1.75 0.13  
    Parnassus Fixed-Income (PRFIX) 1.41 0.23  
           

 

Low Strength, High Risk
Fund Score < 3, Above average volatility
           
    Name DWA Fund Score DWA rRisk Score  
           
    Parnassus Small-Cap (PARSX) 2.73 1.41  
    DFA Emerging Markets Social Core Eq (DFESX) 2.65 1.5  
    PowerShares Wilderhill Clean Energy - (PBWX) 1.03 2  
           

 

  Spotlight - Parnassus Equity Income (PRILX)
PRILX is a diversified US Large Cap Equity fund that "takes environmental, social and governance factors into account in making investment decisions."  It shows significant strength vs. the Equity Income sector with a 5.06 Fund Score, .96 higher than the Equity Income group.  The .9 rRisk score demonstrates volatility below market averages.



  DWA Fund Score:    The DWA Fund score ranks the technical strength on a scale of 0 through 6 using an equation based on price trending and relative strength.  Funds with scores above 3 are considered by Dorsey Wright to be “investment grade”.   Funds with scores close to 6 are “market dominant."
  DWA rRisk Score:  The DWA rRisk score measures the risk of the group on a relative basis. The calculation uses the 3 year Standard Deviation average of the group or fund divided by the Standard Deviation of the Cap Weighted S&P 500 Equity Index.  Ratios higher than 1 demonstrate higher risk than the market benchmark and ratios less than 1 demonstrate lower risk than the market benchmark.