Kanon Bloch Carré collects current information and conducts detailed analyses of more than 26,000 mutual funds from over 500 fund families. We evaluate over 250 historical data points that measure fund returns, risk, style and fees in over 38 different investment peer groups or sub-asset classes.

Our evaluation methodology enables us to identify suitable investments for various market conditions. We use a combination of standard deviation, semi-variance, specific bear market performance and other risk based characteristics to evaluate downside volatility. KBC’s emphasis on downside risk is the focus that makes our research unique.

Organizations that benefit from our extensive database and objective research include:

• Mutual fund families
• Mutual fund supermarkets
• Brokerage firms
• Registered investment advisors
• Investment consultants
• Banks and insurance companies
• Trust companies
• Newsletter publishers
• Individual Investors

We furnish information and time sensitive research to investment companies and national publications including the Wall Street Journal, Bloomberg, USA Today, Barron's, Associated Press, Reuters, Bottom Line and CNBC. We tailor information to clients' needs and create insightful analyses such as asset weighted fund family comparisons and 401(k) marketplace studies.