- % African American
- % American Indian/ Alaska
- % Asian
- % Disabled
- % Disabled Veteran
- % ESG Assets
- % Hispanic
- % Minority Owned
- % Minority Owned
- % MWBE Owned
- % Women
- 12 Month Yield
- Aapryl Expected Alpha
- Aapryl Peer Group
- Aapryl Score
- Alpha
- Annualized Rate of Return
- Asset Allocation
- Asset Class
- Assets Under Management (AUM)
- Benchmark
- Benchmark (Default)
- Beta
- Beta Profile
- Business Stability
- Clone Portfolio
- Consistency Score
- Core Value
- Correlation (r2 - "R Squared")
- Credit Risk
- Current Premium / Discount
- Cyclical Manager Positioning
- Defensive
- Dispersion Valuation
- Downside Standard Deviation
- Downside Tracking Error
- Duration Risk
- Dynamic Clone Portfolio
- Economic Sensitivity
- Edge
- Edge Measure
- ETF
- Expense Ratio
- Factor Tilt
- Factor Timing
- GARP
- Growth
- Growth-style funds
- High Quality Blend
- High Quality Growth
- High Quality Value
- Historical Return
- Index
- Information Ratio
- Investment objective
- Large-cap
- Lipper ratings
- Long Term Clone Return
- Long-term investment strategy
- Low Quality Growth
- Low Quality Value
- Manager style
- Market Cycle Placement
- Mid Company Service Return Attribution
- Mid-cap
- Morningstar ratings
- Mutual Fund
- Number of Holdings
- P/E Ratio
- Portfolio
- Portfolio Turnover
- Product Stability
- Quality
- Recession
- Risk Factors
- Risk Tolerance
- Sector
- Share Classes
- Sharpe Ratio
- Simulated Return Period
- SMA (Separately Managed Account)
- Small-cap
- Stability Ratings
- Standard & Poor's Index
- Standard Deviation
- Static Clone Portfolio
- Stock Selection
- Style
- Total Alpha
- Total Return
- Tracking Error
- Trailing Market Cycle Positioning
- Turnover Ratio
- Universe
- Valuation
- Value
- Value Dispersion
- Value-style funds
- Volatility
- Yield
- Yield To Maturity(YTM)
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