Style Drift Analysis

3ff030_39443229d9f04237a6f00f03b1666933.jpg_256This report illustrates how a client’s current mutual fund holdings are allocated.  The Firm researches to see if the mutual fund’s stock holdings are bought in line with the definition of the fund.  It also analyzes if and how the funds’s style has changed over the years.  The standard deviation shows what level of risk the client currently has based on the size of stocks they own.