Index Funds

How hard can it be to find index funds? They're supposed to look and act like the index and, with the exception of a few subtle differences, they're all essentially the same. But exploiting those "subtle differences" in your scenario may take a little more thought than you'd expect. MORE

Multicap Funds

Muticap funds aren't limited to any specific style or capitalization. K⁴ Fund Selection can help you find top multicap funds, but the approach is a little different then category-specific searches. MORE

Defensive Equity Funds

Defensive stock funds allow you to pare back portfolio risk while maintaining equity exposure in turbulent markets. Klein Decisions' K⁴ Fund Selection can help you find defensive funds in all equity categories. MORE

Concentrated Large Cap Stock Funds

Well-managed concentrated funds not only offer the opportunity to beat their respective benchmarks, they can also differentiate you from your competitors. Klein Decisions' K⁴ Fund Selection software can help you find those funds. MORE

Equity Income Funds

With economic growth now decelerating, investors are once again considering the relative stability of equity-income funds. Klein Decisions' K⁴ Fund Selection can help you find consistent funds with above-average yield and superior total return. MORE

401(k) Large Cap Value

As 401(k)s grow in popularity, financial advisors are being called upon to provide investment guidance to both plan sponsors and participants. The challenge is to construct a list of funds that can meet their dissimilar goals. Klein Decisions' K⁴ Fund Selection can greatly simplify this task. MORE