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Ranking Methodology

Funds are ranked only against comparable category peers. Percentile bands convert ranking score into 1 to 5 stars.

Overview

Funds are ranked only against comparable category peers. Percentile bands convert ranking score into 1 to 5 stars.

Key Points

  • Model weights are configurable from admin.
  • Raw returns are not added blindly to risk and cost.
  • Lower cost and better downside protection improve relevant factor scores.

Research Method

InvestEdge uses backend-calculated metrics and category-relative ranking. Values appear only when required source data and history exist.

Ratings are research signals only. They do not guarantee returns, safety or suitability.