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Monday, June 17, 2002

Nine Hop On

by: Tony Pennino

Nine fund families have signed up for Vestek Select, a fund research program. They join Calvert Funds, Davis Funds, and a number of wrap offerings. Vestek is a part of Thomson Financial.

The families that are hopping on the system are as follows:
  • Baron,
  • Blackrock,
  • Deutsche Funds,
  • Enterprise Funds,
  • Gabelli,
  • JP Morgan,
  • Neuberger & Berman,
  • PBHG Funds,
  • and Royce Funds.
Calvert and Davis will also be increasing the number of funds they include in the system.

Vestek Select can be utilized in evaluating funds through analysis based on monthly holdings. The program evaluates performance analysis, forecast earnings growth, forward P/E, price/book, expected return, and forward-looking risk measures. 

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