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Fund TNA ($M)

Returns

3 m 6 m 1 y 3 y 5 y

Fund Screening Results

0 Funds Found

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Ticker
Fund Name
Asset Class
Category
Fund TNA($M)
NAV Price
3 Months (% price change)
Fund Score
Fund Rank
6 Months (% price change)
1 Year (%) - Annualized
3 Year (%) - Annualized
5 Year (%) - Annualized
Alpha for 1 Year to Last Month End (Fund Currency)
Sharpe Ratio for 1 Year to Last Month End (Fund Currency) ($ Mil)
Information Ratio for 1 Year to Last Month End (Fund Currency)
Total Expense Ratio
Annual Dividend Yield (%)
Dividend Amount (Fund Currency)
Beta for 1 Year to Last Month End ($ Mil)
Annualised Standard Deviation for 1 Year to Last Month End

Data as on Jun 25, 2026

Data Source
EODHD and other paid database vendors, analysis done by Kalkine Group.

Note:
Kalkine Fund Score is a proprietary quantitative score designed to evaluate funds based on multiple performance and risk-adjusted parameters. Each metric is individually scored and aggregated to derive the overall Fund Score.
Kalkine Fund Rank represents the relative ranking of a fund within its respective category based on the Fund Score. A lower numerical rank indicates a stronger relative position compared to peer funds in the same category.


Data as on Jun 25, 2026

Data Source
EODHD and other paid database vendors, analysis done by Kalkine Group.

Note:
Kalkine Fund Score is a proprietary quantitative score designed to evaluate funds based on multiple performance and risk-adjusted parameters. Each metric is individually scored and aggregated to derive the overall Fund Score.
Kalkine Fund Rank represents the relative ranking of a fund within its respective category based on the Fund Score. A lower numerical rank indicates a stronger relative position compared to peer funds in the same category.


Funds Breakup

Top Funds

Funds
*TNA($M)

*Total Net Assets (Million)

Top Performing Funds By % Returns

Disclaimer – Kalkine Equities LLC is authorized to provide general advice only. The information, fund rankings, screening tools, analysis, and content available through Kalkine US Funds Screener are provided solely for general informational and educational purposes and does not constitute personalized investment, financial, legal, or tax advice, nor any offer, solicitation, or recommendation to buy, sell, or hold any security, mutual fund, or ETF. Kalkine's Fund Screener utilizes a proprietary methodology developed by in-house team of researchers based on publicly available information and internal assessment parameters believed to be reliable at the time of publication; however, no representation or warranty is made regarding the accuracy, completeness, or reliability of such information. The information available on Kalkine does not take into account any individual's investment objectives, financial situation, or needs, and users should seek independent professional advice before making any investment or financial decisions. Past performance is not indicative of future results, and investments are subject to market risks, including possible loss of principal. On the date of publication, employees and/or associates of Kalkine do not hold positions in the securities discussed.

Data as on Jun 25, 2026

Data Source
EODHD and other paid database vendors, analysis done by Kalkine Group.

Note:
Kalkine Fund Score is a proprietary quantitative score designed to evaluate funds based on multiple performance and risk-adjusted parameters. Each metric is individually scored and aggregated to derive the overall Fund Score.
Kalkine Fund Rank represents the relative ranking of a fund within its respective category based on the Fund Score. A lower numerical rank indicates a stronger relative position compared to peer funds in the same category.


Disclaimer – Kalkine Equities LLC is authorized to provide general advice only. The information, fund rankings, screening tools, analysis, and content available through Kalkine US Funds Screener are provided solely for general informational and educational purposes and does not constitute personalized investment, financial, legal, or tax advice, nor any offer, solicitation, or recommendation to buy, sell, or hold any security, mutual fund, or ETF. Kalkine's Fund Screener utilizes a proprietary methodology developed by in-house team of researchers based on publicly available information and internal assessment parameters believed to be reliable at the time of publication; however, no representation or warranty is made regarding the accuracy, completeness, or reliability of such information. The information available on Kalkine does not take into account any individual's investment objectives, financial situation, or needs, and users should seek independent professional advice before making any investment or financial decisions. Past performance is not indicative of future results, and investments are subject to market risks, including possible loss of principal. On the date of publication, employees and/or associates of Kalkine do not hold positions in the securities discussed.

Data as on Jun 25, 2026

Data Source
EODHD and other paid database vendors, analysis done by Kalkine Group.

Note:
Kalkine Fund Score is a proprietary quantitative score designed to evaluate funds based on multiple performance and risk-adjusted parameters. Each metric is individually scored and aggregated to derive the overall Fund Score.
Kalkine Fund Rank represents the relative ranking of a fund within its respective category based on the Fund Score. A lower numerical rank indicates a stronger relative position compared to peer funds in the same category.


Disclaimer – Kalkine Equities LLC is authorized to provide general advice only. The information, fund rankings, screening tools, analysis, and content available through Kalkine US Funds Screener are provided solely for general informational and educational purposes and does not constitute personalized investment, financial, legal, or tax advice, nor any offer, solicitation, or recommendation to buy, sell, or hold any security, mutual fund, or ETF. Kalkine's Fund Screener utilizes a proprietary methodology developed by in-house team of researchers based on publicly available information and internal assessment parameters believed to be reliable at the time of publication; however, no representation or warranty is made regarding the accuracy, completeness, or reliability of such information. The information available on Kalkine does not take into account any individual's investment objectives, financial situation, or needs, and users should seek independent professional advice before making any investment or financial decisions. Past performance is not indicative of future results, and investments are subject to market risks, including possible loss of principal. On the date of publication, employees and/or associates of Kalkine do not hold positions in the securities discussed.

Data as on Jun 25, 2026

Data Source
EODHD and other paid database vendors, analysis done by Kalkine Group.

Note:
Kalkine Fund Score is a proprietary quantitative score designed to evaluate funds based on multiple performance and risk-adjusted parameters. Each metric is individually scored and aggregated to derive the overall Fund Score.
Kalkine Fund Rank represents the relative ranking of a fund within its respective category based on the Fund Score. A lower numerical rank indicates a stronger relative position compared to peer funds in the same category.


Disclaimer – Kalkine Equities LLC is authorized to provide general advice only. The information, fund rankings, screening tools, analysis, and content available through Kalkine US Funds Screener are provided solely for general informational and educational purposes and does not constitute personalized investment, financial, legal, or tax advice, nor any offer, solicitation, or recommendation to buy, sell, or hold any security, mutual fund, or ETF. Kalkine's Fund Screener utilizes a proprietary methodology developed by in-house team of researchers based on publicly available information and internal assessment parameters believed to be reliable at the time of publication; however, no representation or warranty is made regarding the accuracy, completeness, or reliability of such information. The information available on Kalkine does not take into account any individual's investment objectives, financial situation, or needs, and users should seek independent professional advice before making any investment or financial decisions. Past performance is not indicative of future results, and investments are subject to market risks, including possible loss of principal. On the date of publication, employees and/or associates of Kalkine do not hold positions in the securities discussed.

Data as on Jun 25, 2026

Data Source
EODHD and other paid database vendors, analysis done by Kalkine Group.

Note:
Kalkine Fund Score is a proprietary quantitative score designed to evaluate funds based on multiple performance and risk-adjusted parameters. Each metric is individually scored and aggregated to derive the overall Fund Score.
Kalkine Fund Rank represents the relative ranking of a fund within its respective category based on the Fund Score. A lower numerical rank indicates a stronger relative position compared to peer funds in the same category.


Disclaimer – Kalkine Equities LLC is authorized to provide general advice only. The information, fund rankings, screening tools, analysis, and content available through Kalkine US Funds Screener are provided solely for general informational and educational purposes and does not constitute personalized investment, financial, legal, or tax advice, nor any offer, solicitation, or recommendation to buy, sell, or hold any security, mutual fund, or ETF. Kalkine's Fund Screener utilizes a proprietary methodology developed by in-house team of researchers based on publicly available information and internal assessment parameters believed to be reliable at the time of publication; however, no representation or warranty is made regarding the accuracy, completeness, or reliability of such information. The information available on Kalkine does not take into account any individual's investment objectives, financial situation, or needs, and users should seek independent professional advice before making any investment or financial decisions. Past performance is not indicative of future results, and investments are subject to market risks, including possible loss of principal. On the date of publication, employees and/or associates of Kalkine do not hold positions in the securities discussed.

Data as on Jun 25, 2026

Data Source
EODHD and other paid database vendors, analysis done by Kalkine Group.

Note:
Kalkine Fund Score is a proprietary quantitative score designed to evaluate funds based on multiple performance and risk-adjusted parameters. Each metric is individually scored and aggregated to derive the overall Fund Score.
Kalkine Fund Rank represents the relative ranking of a fund within its respective category based on the Fund Score. A lower numerical rank indicates a stronger relative position compared to peer funds in the same category.


Disclaimer – Kalkine Equities LLC is authorized to provide general advice only. The information, fund rankings, screening tools, analysis, and content available through Kalkine US Funds Screener are provided solely for general informational and educational purposes and does not constitute personalized investment, financial, legal, or tax advice, nor any offer, solicitation, or recommendation to buy, sell, or hold any security, mutual fund, or ETF. Kalkine's Fund Screener utilizes a proprietary methodology developed by in-house team of researchers based on publicly available information and internal assessment parameters believed to be reliable at the time of publication; however, no representation or warranty is made regarding the accuracy, completeness, or reliability of such information. The information available on Kalkine does not take into account any individual's investment objectives, financial situation, or needs, and users should seek independent professional advice before making any investment or financial decisions. Past performance is not indicative of future results, and investments are subject to market risks, including possible loss of principal. On the date of publication, employees and/or associates of Kalkine do not hold positions in the securities discussed.

Data as on Jun 25, 2026

Data Source
EODHD and other paid database vendors, analysis done by Kalkine Group.

Note:
Kalkine Fund Score is a proprietary quantitative score designed to evaluate funds based on multiple performance and risk-adjusted parameters. Each metric is individually scored and aggregated to derive the overall Fund Score.
Kalkine Fund Rank represents the relative ranking of a fund within its respective category based on the Fund Score. A lower numerical rank indicates a stronger relative position compared to peer funds in the same category.


Disclaimer – Kalkine Equities LLC is authorized to provide general advice only. The information, fund rankings, screening tools, analysis, and content available through Kalkine US Funds Screener are provided solely for general informational and educational purposes and does not constitute personalized investment, financial, legal, or tax advice, nor any offer, solicitation, or recommendation to buy, sell, or hold any security, mutual fund, or ETF. Kalkine's Fund Screener utilizes a proprietary methodology developed by in-house team of researchers based on publicly available information and internal assessment parameters believed to be reliable at the time of publication; however, no representation or warranty is made regarding the accuracy, completeness, or reliability of such information. The information available on Kalkine does not take into account any individual's investment objectives, financial situation, or needs, and users should seek independent professional advice before making any investment or financial decisions. Past performance is not indicative of future results, and investments are subject to market risks, including possible loss of principal. On the date of publication, employees and/or associates of Kalkine do not hold positions in the securities discussed.

Kalkine’s Unique Fund Ranking Method

Mutual Funds (MFs) and or Exchange Traded Funds (ETFs) are scored based on the below set of quantitative criteria’s as per Kalkine’s unique scoring methodology. The objective is to screen the Funds with a track record of maintaining alpha over benchmark index for one year, maintaining annualized performance for 3 years. alongside lower expense ratio, higher information ratio and sharpe ratio. Only funds that scored highest and met the selection criterias based on all the below quantitative metrics were further ranked. The scoring was done among all the screened funds based on their performance relative to the fund basket selected.

Kalkine's Funds Scoring Criteria's

Metrics Criteria Rationale
Fund TNA (USD million) > USD 20M To identify the funds across the universe with Total Net Assets greater than USD 20 million.
Alpha for 1 Year to Last Month End (%) Higher the ratio, better it is Measures the excess return of the fund over the benchmark return.
Sharpe Ratio for 1 Year to Last Month End (x) Higher the ratio, better it is Measures the risk-adjusted return of the fund. This captures the excess return of the fund over the risk-free rate relative to the standard deviation of the fund’s return.
Total Expense Ratio Lower the ratio, better it is Measures the total cost involved in running a mutual fund. It is computed as the total expenses of the fund relative to the fund’s returns.
Annualized 3 Year Performance to Last Day (%) Higher the ratio, better it is Measures the annualized returns generated by the fund over the past three years up to the previous trading day.
1 Year Performance to Last Day (%) Higher the ratio, better it is Measures the fund’s return over the last 365 days.
Information Ratio for 1 Year to Last Month End (x) Higher the ratio, better it is Measures the consistency of active returns generated by the fund manager. It assesses the returns generated per unit of risk taken.

As a next step, the funds are ranked from low to high, where-in lower the rank, the better it is, considering the better performance versus other funds in the same category.

Exemplary Mutual Funds Ranking Method

01
Driehaus Global Fund

Cummulative Score

238
02
Vanguard Global Capital Cycles Fund;Investor

Cummulative Score

198
03
AQR Global Equity Fund;I

Cummulative Score

154
04
AQR Global Equity Fund;I

Cummulative Score

238
05
First Trust WCM Focused Global Growth Fund;Inst

Cummulative Score

198
06
ERShares Global Entrepreneurs Fund;Institutional

Cummulative Score

154

Methodology

As per Kalkine Methodology for Ranking Mutual Funds (MFs), the first step includes identifying a universe of US-listed mutual funds under Lipper Category as provided by the financial database REFINITIV. For instance, if the universe under one Lipper category identified includes 289 mutual funds. To determine the scoring of each mutual fund or exchange traded funds within the universe identified, six performance-based criteria’s are identified, which are then used to calculate the cumulative score. For every criteria, a scoring from 1 to 289 is given to every mutual fund based on its value as per criteria’s defined. The cumulative score is the addition of individual scores for all the six criteria’s. The ranking is decided on the basis of cumulative score. A mutual fund with a higher cumulative score is given a better ranking among the overall universe of 289 mutual funds. The top 6 mutual funds depicted here are based on these rankings.

Kalkine Fund Scoring Method

The Kalkine Fund Scoring Method evaluates funds based on a composite score derived from quantitative factors defined. Once scores are calculated, funds are classified into categories for easier interpretation:

Fund Categories

  • High Category: Funds with the top 40% of scores.
  • Medium Category: Funds with the middle 30% of scores.
  • Low Category: Funds with the lowest 30% of scores.

Interpretation

High

Funds with high score on performance, risk and expense ratios.

Medium

Funds with average scores on performance, risk and expense ratios.

Low

Funds that score less on performance, risk and expense ratios.

Disclaimer – Kalkine Equities LLC is authorized to provide general advice only. The information, fund rankings, screening tools, analysis, and content available through Kalkine US Funds Screener are provided solely for general informational and educational purposes and does not constitute personalized investment, financial, legal, or tax advice, nor any offer, solicitation, or recommendation to buy, sell, or hold any security, mutual fund, or ETF. Kalkine's Fund Screener utilizes a proprietary methodology developed by in-house team of researchers based on publicly available information and internal assessment parameters believed to be reliable at the time of publication; however, no representation or warranty is made regarding the accuracy, completeness, or reliability of such information. The information available on Kalkine does not take into account any individual's investment objectives, financial situation, or needs, and users should seek independent professional advice before making any investment or financial decisions. Past performance is not indicative of future results, and investments are subject to market risks, including possible loss of principal. On the date of publication, employees and/or associates of Kalkine do not hold positions in the securities discussed.