An advisor starts with an inventory of

hundreds of ETFs and mutual funds from

a number of different fund families.

S H E H A S A C L E A R A N D D E F I N E D

P R O C E S S A N D C A N E A S I LY E X P L A I N

T H AT T O H E R C L I E N T A S W E L L .

She then uses Team Builder to categorize all

of those funds into asset class categories.

T E A M

B U I L D E R

The funds in each of the asset class categories are then ranked

according to the Dorsey Wright Fund Score.

Ranging from 0-6, with 6 being the strongest, the Fund

Score measures the market Relative Strength, peer Relative

Strength, and trend of that particular ETF/mutual fund.

0 1 2 3 4 5 6

With that information and

layout, our advisor is ready to

select which of the funds from

that initial broad inventory

will ultimately make it into her

client’s portfolio.

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T E A M BU ILDERCHOOSE THE BEST PLAYERS W ITH THE POWE R O F

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