CFRA delivers trusted ETF research and mutual fund research to help investors, advisors, and institutions make confident, data-driven decisions. With transparent methodologies, forward-looking ratings, and performance-based analytics, our research solutions support fund screening, portfolio construction, and risk mitigation.
ETF & Mutual Fund Research
ETF & Mutual Fund Research Backed by Data-Driven Insights.
ETF and Mutual Fund Insights Focused on the Future, Not the Past
Tired of choosing funds based on solely valuation and past performance?
Why Choose CFRA for ETF and Mutual Fund Research?
Global Coverage
Global coverage of nearly 2,500 ETFs and more than 15,000 mutual funds using CFRA’s unique holdings-based methodology and the industry’s most comprehensive ETF database.
Differentiated Approach
Methodology uses advanced machine-learning techniques along with a blend of our forensic and fundamental approaches, including earnings quality scores and our proprietary Stock Appreciation Ranking System (STARS).
Transparency
We offer transparency into our methodology and performance so you can rest easy by gaining a comprehensive understanding of our approach.
Forward focused and predictive ratings
ETF & Mutual Fund Ratings
Our ratings methodology reflects the unique nature of both ETF and mutual funds, without forcing either into a box that doesn’t fit.
Along with relevant trailing analysis, our unique approach to fund ratings uses advanced machine-learning techniques to account for critical factors across reward, risk, and cost categories to assess a fund’s position relative to its peers.
Funds are then ranked from five-stars (highest) to one-star (lowest), to identify funds with the highest and lowest probability of outperformance relative to peers over the next 12 months.
Confidently choose ETF and mutual fund investments
ETF & Mutual Fund Reports
Proprietary quant based research reports and ratings for almost 2,500 ETFs and more than 15,000 mutual funds using CFRA’s unique holdings-based methodology and one of the industry’s most comprehensive ETF databases.
Our full suite of ETF and mutual fund research, including our sector and industry insights are available through our online portal, MarketScope Advisor.
Overview
During your two-week trial of MarketScope Advisor, access critical insights to guide your investment strategies:
Unparalleled Fund & Stock Research
- In-depth analysis of 2,500+ ETFs, 15,000+ mutual funds, and 15,000+ global stocks to support informed investment decisions.
Thematic & Macro Research with Sam Stovall
- Exclusive insights from Sam Stovall, CFRA’s Chief Investment Strategist, offering macro outlooks and thematic research to navigate market shifts.
- Actionable economic and market trend analysis to help advisors stay ahead.
Sector & Industry Outlooks
- Industry Surveys: Covering 68 industries and 11 sectors, spotlighting key drivers, trends, and investment opportunities.
- Sector Watch: Forward-looking reports providing sector performance expectations based on CFRA’s rigorous methodology.
Streamline Portfolio Management
- Screening Tools: Easily identify stocks, ETFs, and funds aligned with client goals.
- Watchlists & Alerts: Monitor markets effortlessly with custom watchlists and real-time alerts.
- Model Portfolios: Access 15 expertly constructed stock and ETF portfolios leveraging CFRA’s research expertise.
Exclusive Advisor Access
- Analyst Calls & Webinars: Stay informed with expert-led sessions on market developments.
- Market Movers & Economic Data: Real-time data to capitalize on timely opportunities.
Empower your advisory practice with MarketScope Advisor’s deep research and expert perspectives.
Additional ETF & Mutual Fund Research Resources
ETF Comparison, Rankings and Ratings
Discover how CFRA’s ETF ratings and comparison research solutions simplify fund evaluation and optimize your portfolio.
Top ETF Trends in 2025
Tariffs, private credit innovation, and ETF fee wars are reshaping the 2025 landscape—get the latest insights from CFRA’s experts in this exclusive video.
The Best & Worst Performing ETF Categories
This research highlights the best and worst performing ETFs following the reciprocal tariff announcement.
Flexible Content Delivery
Choose the integration approach that best meets your needs
MarketScope Advisor
Desktop access to our full suite of fundamental equity research, ETF, and mutual fund research through our online portal, MarketScope Advisor, available with stand-alone credentials or single sign-on integration.
APIs
Atomized integration of CFRA content through our award-winning Research-as-a-Service (RaaS) API directly into your portals allows for creation of custom tools and applications across your enterprise.
Data Feeds
Easily ingest CFRA content through your internal workflows, processes, and platforms through a daily data feed. Multiple file formats are supported including PDF, XML, TXT, and RIXML v2.5.