The FundGrade A+ Rating identifies funds with not only the best risk-adjusted returns but also those demonstrating the highest level of consistency. The FundGrade A+ Rating is awarded annually to funds that achieve consistently high FundGrade scores through an entire calendar year.

The FundGrade A+ Rating is a totally objective, transparent, score-based calculation using a grade point average that ranks funds to determine the annual “best-of-the-best” ratings. As such, the FundGrade A+ Rating provides investors, advisors, and fund managers with a single, reliable, easy-to understand fund-performance rating based on an entire calendar year. Click here for more information.

The RI FundGrade A+ calculation is exactly the same as the monthly FundGrade calculation above, wherein funds are ranked based on Sharpe, Information, and Sortino ratios using up to 10 years of history. The funds with the top overall rankings in each of the Equity, Balanced, and Fixed Income categories at the end of the year are awarded the RI FundGrade A+.