Performance Report Bundle $1,500.00
Detailed information on all 215 funds including size rank, ROR v peers adjusted for fiscal year end.
Fund level benchmark report with investment expense and 1, 5, and 10 year performance v. generic market.
Funds ROR ranked performance for fiscal 2023. You pick peer criteria based on size or up to 20 specific peer funds.
Custom engagement to improve your fund results
Basis Point will engage with you to address fees and performance issues with specific and measurable action steps.
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