On the Rating Funds tab, the rating results are announced and the funds whose ratings have risen in value are displayed in a list based on the last two consecutive periods. In the same table, the fund category can be distinguished, and the period can be selected and listed among the required two periods, the funds with the highest rating.
+ Fund Category: Provides the listing of the funds belonging to the desired category. On the selection screen that is opened by clicking on the fund category, the selection process is performed by checking the boxes on the left of the categories.
With Select All - Remove selections, you can select all categories with the remove options, and all selections can be removed.
Period Selection: In order to calculate the rating value of the funds between the periods, the periods that can be taken as a basis in the Period Selection section are listed.
Mutual and Individual Pension Funds are graded and the star budget is made "every month", MONTHLY, ANNUAL and 3 YEARLY. The reason for the rating to be made for 3 separate time slots is to prevent short-term conjunctural developments from overshadowing the medium and long-term performance of the fund and to provide the investor with a longer-term perspective.
Monthly: Lists the monthly rating values of the funds with the 13-month data and 13 months in the same category.
Annual: Lists annual rating values of funds with 13 month data and 13 months in the same category.
3 Yearly: Lists the 3-year rating of the funds with 37-month data and 37 months in the same category.
* There is no calculation for the funds which have not enough funds for rating calculation, the categories are changed within the calculation period and the funds which are closed / transferred. Detailed information is available in methodology.
Calculation is not done for the funds which have not enough funds for rating calculation and whose categories are changed within the calculation period and which are capped / transferred. Detailed information is available in methodology.
The investment information, comments and recommendations contained herein are not subject to investment advice. Investment consultancy service is provided in the framework of investment consultancy agreement to be signed between brokerage houses, portfolio management companies, non-depositing banks and customers. The comments and recommendations contained herein are based on the personal opinions of the reviewers and recommenders. These views may not fit your financial situation and your risk and return preferences. For this reason, investing decisions based solely on the information contained herein may not produce results that are appropriate for your expectations.
BİST's name and logo are protected under "Protection Brand Document" and can not be used without permission, quoted, can not be changed. The copyright of all information explained under the name of BİST belongs to BİST and can not be published again. The copyrights of all the data in the BİST markets belong totally to BİST and these data can not be published again. In the analysis, market closing data is used.