rMorningStar v1.0.6

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Mutual Funds Performance Metrics

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].

Functions in rMorningStar

Name Description
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
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License GPL-3
Encoding UTF-8
LazyData true
RoxygenNote 7.1.0
NeedsCompilation no
Packaged 2020-06-25 17:29:28 UTC; Kanhaiiya Agrawal
Repository CRAN
Date/Publication 2020-06-26 09:20:02 UTC

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