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Equity Fund Outlook


Highly rated by the Hulbert Financial Digest, Equity Fund Outlook monitors 275 no load and low load US growth equity funds comparing their performance to the broad market. It rates them using its Investment Skill Quotient or ISQ.

The newsletter also maintains two model portfolios, one that is tax-advantaged and one that is taxable.

Click here for an article from Forbes on editor Thurman Smith.

Capsule Summary

  • Editor: Thurman Smith

  • Focus: Mutual Funds

  • Frequency: 12 issues per year

  • Delivery: email

  • Price: US$149/year

    • Emailed: US$99.00/year

  • Published since: 1988

  • Website: Equity Fund Outlook

  • Sample Issue: Sample

  • Guide: Subscriber's Guide

  • Followed by: Hulbert Financial Digest

  • Intro Discount: Stock Focus

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