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Low Beta/High Alpha
Old 06-25-2011, 01:18 AM   #1
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Low Beta/High Alpha

I recently discovered
Compare Mutual Funds, CEFs & ETFs - TD Ameritrade
and their risk/reward page.
I love my recently acquired GNMA fund, especially in light of the market lately.
Of course it is low beta/high alpha.
I was wondering how you can find other low beta/high alpha's without actually inputting every single fund.

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Old 06-25-2011, 01:39 PM   #2
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You can come a little close at Fidelity (MF's is all I checked) by setting a low beta and then sorting the list by return.

I'm sure Morningstar can do a nice job if you're a premium member.

I've been happy with my GNMA fund as well, but I just wanted a place to park cash.

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Old 06-25-2011, 07:52 PM   #3
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Originally Posted by Senin View Post
I was wondering how you can find other low beta/high alpha's without actually inputting every single fund.
I think this is rather trivial because it only depends on the asset class that the fund invests in. Once you read a book like Ferri's "All About Asset Allocation", then you will know which asset classes have high beta and which have low beta. As for alpha, get some help by reading Swedroe's "The Quest for Alpha" or Ferri's "The Power of Passive Investing".

After those reads, you won't care about alpha or beta or omega or theta or pi.

Full disclosure: I have owned the Vanguard GNMA fund for many years.
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Old 06-25-2011, 11:31 PM   #4
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I'll always care about pi(e)!

At 54% of FIRE target
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