Fund Selection

Our process begins by selecting 20 to 25 asset classes for proper diversification and investment risk. Next, we choose Mutual Funds from among some 26,000, based on 10-year performance as measured by Sharpe Ratio (risk-adjusted performance relative to peers). Then, we add 5 to 7 Index Funds representing such benchmarks as the S&P 500, Wilshire 5000, MSCI EAFE, etc. These funds represent the averages within each peer group.

Since 2012, NestEggs has been approved to use Dimensional Fund Advisors (DFA) Funds based on our long-demonstrated  commitment to a traditional” non-market-timing” oriented strategy, as supported by our extensive trading history and additional corroborating investment practices and policies.  Having shown a clear philosophical alignment with Dimensional Fund Advisors, a requisite for approval to offer DFA’s ultra-low expense Index Funds on our investment platform, we are proud to include these specialized Funds which attempt to capture the returns of a number of specific asset classes, using a management style rooted in Nobel Prize-winning research (2013) in Economic Sciences by Eugene Fama.

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Office Locations

Jacksonville, FL
Boston, MA
Burlington, VT

Phone

Florida: 904-348-3131

Burlington: (802)-391-4700

Boston: 978-380-5185

Toll Free: 866-202-4646

Fax: 904-348-3136

 

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All Rights Reserved.