System and method for assigning ratings to mutual funds and...

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Reexamination Certificate

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C705S035000

Reexamination Certificate

active

07818234

ABSTRACT:
The present invention is a system and method for assigning ratings on mutual funds and other investment funds based on values of financial futures for sectors corresponding to the funds. The method combines information on the historical rates of return and variability in the rates of return of the funds with the expected range of future returns for various asset classes as determined by the pricing of futures. The rating for the funds incorporates the range of expected future returns, the variability of past returns, and the level of risk.

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