Sekond Ratings
Independent, data-driven insight for Evergreen funds. Finally, a clear view into performance and portfolios.
Professional Fund Intelligence
Comprehensive fund evaluation across four critical dimensions
Performance
Comprehensive analysis of historical returns, volatility, and risk-adjusted performance metrics.
Portfolios
Deep dive into fund holdings, sector allocations, and portfolio construction strategies.
Liquidity Terms
Assessment of redemption terms, liquidity provisions, and gating structures.
Transparency
Evaluation of disclosure quality, reporting frequency, and regulatory compliance.
Our Methodology
A rigorous, transparent process built on regulatory data
Data Collection
We aggregate data from SEC filings, regulatory disclosures, and other authoritative sources.
Quantitative Analysis
Our proprietary models analyze performance and risk metrics across standardized frameworks.
Quality Assessment
We evaluate transparency, disclosure quality, and alignment with stated investment objectives.
Rating Assignment
Each fund receives a clear, actionable rating based on our comprehensive evaluation criteria.
Built on Transparent Data
Unlike traditional fund analysis that relies on self-reported marketing materials, our ratings are built exclusively on regulatory filings and public disclosures. No conflicts of interest. No pay-to-play.
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