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rMorningStar (version 1.0.6)

Mutual Funds Performance Metrics

Description

Collection of functions to calculate performance metrics of mutual funds/exchange traded funds. This package aids investors in researching mutual funds/exchange traded funds for their investment decision. Also, this package contains tools to manage a portfolio of different mutual fund/exchange traded funds. For more information see Bruce J. Feibel [2003, ISBN:978-0471445630].

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Version

Install

install.packages('rMorningStar')

Monthly Downloads

12

Version

1.0.6

License

GPL-3

Maintainer

Anurag Agrawal

Last Published

June 26th, 2020

Functions in rMorningStar (1.0.6)

ms.1mCategoryReturn

ms.1mCategoryReturn
ms.5yExcessCategoryReturn

ms.5yExcessCategoryReturn
ms.5yCategoryReturn

ms.5yCategoryReturn
ms.ExpenseRatio

ms.ExpenseRatio
ms.10yCategoryReturn

ms.10yCategoryReturn
ms.10yExcessCategoryReturn

ms.10yExcessCategoryReturn
ms.5yReturn

ms.5yReturn
export.portfolio

export.portfolio
PortfolioManager

PortfolioManager
ms.FundCat

ms.FundCat
ms.HoldingsTurnover

ms.HoldingsTurnover
ms.LastClose

ms.LastClose
ms.AvgForCategory

ms.AvgForCategory
ms.PercentChange

ms.PercentChange
ms.Rating

ms.Rating
ms.YtdRank

ms.YtdRank
ms.stdev

ms.stdev
ms.5yBeta

ms.5yBeta
ms.3yReturn

ms.3yReturn
ms.RiskRating

ms.RiskRating
ms.summary

ms.summary
ms.3yExcessCategoryReturn

ms.3yExcessCategoryReturn
ms.LastDividend

ms.LastDividend
ms.YTDExcessCategoryReturn

ms.YTDExcessCategoryReturn
ms.NetAsset

ms.NetAsset
ms.3yRank

ms.3yRank
ms.Yield

ms.Yield
ms.GrowthTrack

ms.GrowthTrack
ms.FundName

ms.FundName
ms.ReturnRating

ms.ReturnRating
ms.Top10Holding

ms.Top10Holding
ms.ytdreturn

ms.ytdreturn
ms.RiskCategory

ms.RiskCategory
ms.Top10HoldingPlot

ms.Top10HoldingPlot
ms.YTDCategoryReturn

ms.YTDCategoryReturn
ms.10yReturn

ms.10yReturn
ms.3yCategoryReturn

ms.3yCategoryReturn
ms.3yAlpha

ms.3yAlpha