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100.0
Value
100.0
Yield
100.0
Growth
100.0
Quality
100.0
Size
100.0
Volatility
100.0
Momentum
-10.34
1 Month
-6.02
1 Year
RiskPerformance Return
4.4
Tracking
Error
9981.54
Active
Share
100.0
Similarity
Style Score
91.7
81.1
88.8
90.2
90.0
70.2
82.1
83.5
83.0
71.1
85.3
89.8
83.0
70.8
60.8
79.0
60.8
67.8
51.1
52.8
97.5
62.0
51.4
73.1
64.6
55.0
73.8
86.0
75.5
90.1
83.2
78.2
70.1
94.4
92.5
70.4
79.3
72.3
75.6
71.9
84.4
51.4
69.7
72.5
76.4
77.1
68.9
69.6
81.6
58.1
47.9
67.1
99.4
97.8
100.0
99.7
99.4
99.0
99.6
87.0
90.0
99.7
97.8
87.7
92.0
83.9
78.6
95.7
78.4
55.9
91.6
77.0
77.9
83.4
76.6
91.9
86.7
72.0
-13.98
-11.54
-8.90
-8.97
-8.29
-21.29
-8.69
-8.43
-9.69
-9.41
-13.82
-10.98
-10.89
-4.69
-9.07
-6.50
-2.36
-5.82
-32.32
-4.25
-2.46
-3.14
-4.39
-9.56
-9.23
-7.83
3.2
4.2
4.4
4.5
3.1
3.3
6.8
3.0
3.4
6.9
5.1
3.7
7.4
9970.80
9985.94
9979.73
9981.74
9981.16
9993.57
9987.46
9985.81
9988.62
9990.68
9985.38
9982.54
9990.57
83.7
82.1
82.1
81.2
79.3
79.0
78.2
77.7
77.2
77.0
76.8
76.4
76.4
Fidelity Institutional Asset Manangement
Portfolio
T&D Asset Management Goal Equi..
MFS Investment Management MFS…
DWS Group Qi Global DM LowVol
The TCW Group, Inc . TCW Global Lo…
Amandi Asset Management Global..
Vanguard Investments Australia Van..
Nomura Asset Management Nomur..
Wellington Management Company..
Fidelity International Global Equity..
Nomura Asset Management Nomura
Summit Global Investment ..
Los Angeles Capital Management
State Street Global Advisors Global
99.9
91.7
96.7
86.4
96.5
99.4
99.9
47.5
65.6
100.0
60.8
99.8
98.8
Save Time and Money
TM
Similyzer
A comprehensive holdings-based comparison tool for Asset Owners to build better portfolios faster. Similyzer
tells you exactly how similar your selected fund is to all the other funds in our database of 28,000 global funds
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Manager selection just got a whole lot faster and easier with our
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Similyzer
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Quickly see just how similar or different funds
are to each other based on factors of your choosing
Identify your managers’ closest proxies, scan for
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want and filter on factors, ESG, performance, etc.
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While funds may be similar based on select factors, they can be very different viewed from others.
Similyzer™ shows you all the comparisons so you can judge for yourself.
GAIN YOUR FACTOR EDGE
Value Yield Growth Quality Size Volatility Momentum ESG CARBON
Save Time and Money
TM
Similyzer
Key Benefits
Find funds that
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Identify which of your
funds are effectively
just duplicating
another fund’s
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Quickly search for
similarities and
differences among
over 28,000 funds
Filter similar funds
on virtually any
variable of interest:
factor, ESG,
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Gain a very focused understanding of how
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Over 28k Funds Find Funds
Identify The Funds Filter Funds
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Core search / filter capabilities
Similarity measured on any subset of our 130+ factors for all
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Similarity measured on latest data or over time
Compare similarity along with performance, active share,
tracking error, beta and many other metrics
View similarity analysis at Master Skyline level and at individual
sub-factor level
Filter on any combination of metrics including ranges
Sort on any metric, View similarity scores over time
Use the list of similar funds to create a custom Peer Group for
further use within Peer Insights™
Export the results into Excel for off-line analysis
Compare your selected fund with any other fund across all your factors of interest
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Copyright © 2020. All Rights Reserved. Style Analytics Research, Peer Insights, Style Skyline, Style Tilt and
StyleResearch® are registered trademarks of StyleAnalytics.
StyleAnalytics
TM
is a trademark of StyleAnalytics
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STYLE SKYLINE
TM CASA
Style
Tilt
TM
Carbon