The site provides the following theme pages.
- The income investment theme page comprises mutual funds and ETFs neatly organized under various income generating strategies, ranging from traditional strategies (i.e. high-yield bonds and high-yield equities) to non-traditional strategies (i.e. mortgage-backed securities). The income investment theme page is specifically geared towards investors looking to generate recurring income. Income investors with different risk-appetite can use this page to their advantage. For instance, those with higher risk-appetite can opt for MLP or REIT strategies, while those with lower risk-appetite can stick with a conservative allocation approach.
- The growth investment theme page comprises mutual funds and ETFs nearly organized under various growth-oriented strategies. Growth investing is an investment strategy that focuses on companies expected to grow at an above-average rate compared to that company’s industry or the overall market. Typically, these are smaller and younger companies with a product or service that has above-average demand. The growth theme page comprises funds suitable for a wide range of growth investors. For instance, one can easily look at diversifying growth opportunities outside of the U.S. or across different company sizes.
- The environment, social and governance (ESG) investment theme page comprises mutual funds and ETFs neatly organized under various ESG strategies. ESG is also referred to as sustainable or socially responsible investing. Under this theme, fund companies factor in various environmental, social and governance factors while selecting a specific security. Typically fund companies deploy a third-party or a proprietary ESG scoring system to evaluate different options for including in their funds. The ESG theme page comprises ESG-oriented funds that can cater to a wide range of investor preferences. Based on an investor’s priority or preference for a specific ESG criteria, a relevant theme can be selected from this page. Further, investors can select ESG funds providing selective exposure to different asset classes, sectors or geographies.
- The retirement investment theme page comprises mutual funds and ETFs neatly organized under various retirement-specific themes. Retirement investment strategies are specifically geared towards investors planning for retirement or who are retired. These strategies are different from traditional investment strategies like growth-oriented or high-risk strategies. The retirement theme page is suited for a wide range of retirement-oriented investor profiles. For instance a DIY investor might find it more useful to explore our exhaustive list of target-date-funds (TDFs). The list of non-US strategies can be more suited for someone looking for geographic diversification while our balanced allocation strategies is more suited for the conservative investors.
- The equity investment theme page comprises mutual funds and ETFs neatly organized under different equity strategies that focus on investing in common stocks of companies. These strategies are divided under various categories, including equity income, investment style (i.e. growth, value, blend), geography, company size, sector, and ESG. The equity theme page is suited for investors looking for a specific equity strategy to grow their capital base. Generating income can be a secondary objective. Investors with different profiles can use this theme page to their advantage. For instance, someone interested in sector-rotation strategy can explore our sector theme pages while someone looking for wide-moat strategies can look into our value theme pages to implement their respective strategies.
- The bond investment theme page comprises mutual funds and ETFs neatly organized under different fixed income investment strategies. These strategies are suitable for investors focussed on generating recurring income over a certain period of time. The strategies are further dividend under various categories, including those based on credit profile, issuer type, level of yield, maturity and tax liability. The bond theme page is suitable for investors focussed on building a portfolio that can use all available investment strategies to generate some form of recurring income over time. Investors with different liquidity requirements, risk-appetites and tax profiles can explore various investment themes on this page.
- The alternative investment theme page comprises mutual funds and ETFs neatly organized under various alternatives investment strategies. Unlike traditional asset classes like equities and bonds, alternative asset class is not suitable for everyone due to various challenges including a requirement for higher risk-appetite and valuation concerns. Alternatives typically include real-estate, commodities, currencies and volatility-based investment options. The alternative theme page is specifically suited for investors aware of the pros and cons of non-traditional asset classes. It is important to note that every alternative asset listed on this page is unique in terms of its risk-return profile. So, based on an investor’s objectives, liquidity requirements and risk-appetite one should carefully evaluate different options on this page.
- The geography-based investment theme page comprises mutual funds and ETFs neatly organized under various region-specific themes. This could range from narrow region-specific strategy (i.e. country-specific like China or Germany) to broad region-specific strategy (i.e. developed markets). The geography theme page is specifically suited for investors willing to look outside of the U.S. to either enjoy geographic diversification benefits or any other region-specific benefits. Typically, they have higher risk-appetite and are willing to accept currency and geopolitical risks, which are typically associated with this investment theme.
Besides the theme pages, the site also provides funds screener, news and best online resources and tools that will help investors stay current with everything happening in the mutual fund universe.