Research Support

We offer comprehensive in-house research and intensive analysis of investment products and services. Our extensive independent in-house research process — including intensive quantitative and qualitative analysis — has been honed over two decades. Some of our offerings include:

• Capital Analysts Performance Statistics Leaders (CAPSL) — our quarterly mutual fund research of more than 10,000 funds is one of the oldest and most comprehensive mutual fund research tools in the industry.
• Stock Screens — we make use of sophisticated screens for ranking and rating over 5,000 individual stocks.
• Money Manager Research — a database is used to evaluate over 1,000 money managers and 4,100 investment products.
• Multi-tiered Asset Allocation Models — we have developed sophisticated asset allocation models to fit a variety of investor needs that have been evaluated over many timeframes, in both up and down markets.

We also offer a wealth of research information on our website, which is updated frequently.

What differentiates Capital Analysts is that we take our objective research and convert it into useful tools that benefit you and your clients.