Investment Selection Criteria
At Schenck Investment Solutions, we are committed to helping you meet your investment needs by providing you with quality investments, no matter your level of risk tolerance. To meet this goal, all of our investments are subject to a stringent review by our investment professionals on the factors below. We continually monitor each of our offerings to ensure that they are meeting our clients’ needs.
Fund Objective/Style
- Style discipline
- Average market capitalization of stocks held
- Total fund assets
- Concentration/number of holdings
- Sector weightings
- Turnover ratio
- Use of hedging strategies
- Volatility/risk
Fund Performance
- Performance versus appropriate benchmarks
- Performance versus category peers
- Expense ratio of fund
- Only no-load funds are used
- Use and percentage of 12b-1 fees
- Advisor Manager tenure and relevant experience
In selecting the funds to incorporate into your plan, you are able to choose from nearly 3,000 potential funds! To streamline the selection process and to ensure that your plan offers a diversified mix of investment choices, we will work with you to choose 15-20 quality funds that meet our investment selection criteria.