The stocks in Transparent Value Funds portfolios are selected based on the answer
to a simple question:
Can management deliver the Required Business Performance®
to support the stock price?
Rather than guessing how a company will perform in the future, our stock selection
process focuses on determining how a company must perform in the future.
We believe that those companies that deliver the performance to support the price
of their stock are rewarded in the marketplace. More importantly, those companies
that are not likely to deliver the performance to support the stock price is a result
of behavioral risk a risk we seek to avoid.
Transparent Value Funds offer three series of equity mutual funds: Directional Funds,
Style Funds and Dividend Funds. All funds use a Transparent Value Index.
- Directional Funds – Large-cap
funds with stocks filtered on the basis of beta and RBP®
- Style Funds – Large-cap
funds focused on either growth or value stocks with high RBP®
Probabilities, as well as a core fund consisting of both growth and value stocks
- Dividend Fund – Fund
consisting large-cap and mid-cap stocks with high dividend yields.