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STOCK DIAMOND RATINGS

Rating individual equities by the types of investment managers that hold them

The Best Stocks Held by the Best Managers

Athena Stock Diamond Ratings provide investors with a unique gauge of institutional interest in individual equities. Securities eligible to be rated include US exchange-listed common stocks, ADRs, limited partnerships, and REITs.

Ratings are calculated each month based on the most recent portfolio holdings of all US domiciled active US and international equity mutual funds. Ratings for individual equities depend on the number of mutual funds holding the equity and the quality of the managers holding the equity (as rated by Athena). Based on this criteria, equities are assigned a score of DR1 to DR5, with DR5 representing the highest rating.

The stocks most widely held by highly rated mutual funds with the highest conviction are designated as The Best Ideas of the Best Managers.

STOCK DIAMOND RATING DEFINITION

Fund RatingMeaningGuidance
Diamond Rating 5
Highest Rating

Strong Buy

Diamond Rating 4
Above Average

Buy

Diamond Rating 3
Average

Hold

Diamond Rating 2
Below Average

Sell

Diamond Rating 1
Lowest Rating

Strong Sell

For current information on Stock Diamond Rating model performance and distribution, download the Stock Rating Summary on the right side of this page. For greater detail about the construction and benefits of the Stock Diamond Rating methodology, please refer to the Academic Bibliography page.

Fund Ratings

As of December 31, 2018

Fund Rating Summary performance updated annually.