Stock/ETF/Dividend Grader


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Stock Grader


The company information, Proprietary Quantitative Grades, Sales Growth Grade, Operating Margin Growth Grade, Earnings Growth Grade, Earnings Revisions Grade, Earnings Surprise Grade, Earnings Momentum Grade, Return on Equity Grade, Cash Flow Grade, Overall Fundamental Grade and Total Stock Grade (collectively "data") accessible through this website are prepared by Navellier. Although the information contained in the historical returns report has been obtained from sources Navellier believes to be reliable, the accuracy and completeness of such information and the opinions expressed herein cannot be guaranteed. This report and the information contained therein speak only as of the date hereof and are subject to change without notice. Navellier shall have no obligation to update or amend any information or opinion contained herein.

THE NAVELLIER STOCK RATINGS, "GRADES", DATA, COMPANY INFORMATION AND PORTFOLIO GRADES ARE GENERAL INFORMATION THAT DO NOT TAKE INTO ACCOUNT YOUR INDIVIDUAL CIRCUMSTANCES, FINANCIAL SITUATION OR NEEDS, NOR DOES IT PRESENT A PERSONALIZED RECOMMENDATION TO YOU. INDIVIDUAL STOCKS PRESENTED MAY NOT BE SUITABLE FOR YOU.

The Navellier stock ratings or "grades" accessible through this website are the result of a proprietary stock evaluation process that rewards those companies that are considered "growth" companies versus companies that may be considered "value" companies. "Growth" companies may be typified as companies with higher price-to-book ratios, higher price-to-earnings ratios and higher forecasted growth values. "Value" companies may be typified as companies with lower price-to-book ratios, lower price-to-earnings ratios and lower forecasted growth values. Typically "growth" companies are assumed to have greater price volatility and hence are presumed to have greater investment risk than "value" companies.

Navellier may change its stock ratings, data and company information frequently in the future. None of the stock ratings, portfolio grades, data and company information constitute a recommendation by Navellier or a solicitation of any offer to buy or sell any securities. The stock ratings, data and company information found at this website are not intended to provide tax, legal or investment advice. Navellier does not guarantee the suitability or potential value of any particular investment or individual stock rating or portfolio rating.

Navellier does not guarantee the accuracy, timeliness, completeness or correct sequencing of the stock ratings, data or company information, nor does Navellier warrant any results from use of any stock ratings, data or any company information provided.

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The historical returns report is being furnished to you for informational purposes only and on the condition that it will not form the sole basis for any investment decisions. Each investor must make their own determination of the appropriateness of an investment in any securities. Neither Navellier nor any of its employees or affiliates, nor any data provider or any of its employees, shall be responsible for any investment decision. There is no warranty of fitness for a particular use. There is no warranty of any kind, express or implied, regarding the stock ratings, "grades", portfolio grades, data and company information provided.

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ETF Grader


Investment in equity strategies involves substantial risk and has the potential for partial or complete loss of funds invested. As a matter of normal and important disclosures to you, as a potential investor, please consider the following: The performance presented is not based on any actual securities trading, portfolio, or accounts, and the reported performances of the High Dividend Persistence, Moderate Dividend Persistence, and Neutral Dividend Persistence portfolios (the “model portfolios”) should be considered mere “paper” or pro forma performance results based on Navellier’s research.

Investors evaluating any of Navellier & Associates, Inc.’s, (or its affiliates’) Investment Products must not use any information presented here, including the performance figures of the model portfolios, in their evaluation of any Navellier Investment Products. Navellier Investment Products include the firm’s mutual funds and managed accounts. The model portfolios, charts and other information presented do not represent actual funded trades and are not actual funded portfolios. There are material differences between Navellier Investment Products’ portfolios and the model portfolios, research, and performance figures presented here. The model portfolios and the research results (1) may contain ETFs that are illiquid and difficult to trade; (2) may contain ETF holdings materially different from actual funded Navellier Investment Product portfolios; (3) do not include trading costs, bid/ask spreads, commissions, or management fees; and, (4) may not reflect prices obtained in an actual funded Navellier Investment Product portfolio. For these and other reasons, the reported performances of model portfolios do not reflect the performance results of Navellier’s actually funded and traded Investment Products. In most cases, Navellier’s Investment Products have materially lower performance results than the performances of the model portfolios presented.

As a matter of important disclosure regarding the model results presented for ETF Grader, the following factors must be considered when evaluating the long-short performance figures presented:

(1) Historical or illustrated results presented herein do not necessarily indicate future performance; Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested.

(2) The results presented were generated during a period of mixed (improving and deteriorating) economic conditions in the U.S. and positive and negative market performance. There can be no assurance that these favorable market conditions will occur again in the future. Navellier has no data regarding actual performance in different economic or market cycles or conditions.

(3) The results portrayed reflect the reinvestment of dividends and other income.

(4) The results portrayed do not include any investment advisory fees, administrative fees, or transaction expenses, or other expenses that a client would have paid or actually paid.

(5) LIMITATIONS INHERENT IN MODEL RESULTS: The performance results presented are from a model portfolio, not an actually funded portfolio, and may not reflect the impact that material economic and market factors might have had on the adviser’s decision making if the adviser were actually managing clients’ money, and thus present returns which are greater than what a potential investor would have experienced for the time period. The results are presented for informational purposes only. No real money has been invested in this model portfolio. The model performance results should be considered mere ‘paper’ or pro forma performance results. The model results do not represent actual funded trades and may not reflect actual prices paid or received for actual funded trades.

(6) The model results may or may not relate, or only partially relate, to the type of advisory services currently offered by Navellier & Associates, Inc.

(7) In most cases, the adviser’s clients had investment results materially lower than the results portrayed in the model.


Dividend Grader


Investment in equity strategies involves substantial risk and has the potential for partial or complete loss of funds invested. As a matter of normal and important disclosures to you, as a potential investor, please consider the following: The performance presented is not based on any actual securities trading, portfolio, or accounts, and the reported performances of the High Dividend Persistence, Moderate Dividend Persistence, and Neutral Dividend Persistence portfolios (the “model portfolios”) should be considered mere “paper” or pro forma performance results based on Navellier’s research. Investors evaluating any of Navellier & Associates, Inc.’s, (or its affiliates’) Investment Products must not use any information presented here, including the performance figures of the model portfolios, in their evaluation of any Navellier Investment Products. Navellier Investment Products include the firm’s mutual funds and managed accounts. The model portfolios, charts and other information presented do not represent actual funded trades and are not actual funded portfolios. There are material differences between Navellier Investment Products’ portfolios and the model portfolios, research, and performance figures presented here. The model portfolios and the research results (1) may contain stocks that are illiquid and difficult to trade; (2) may contain stock holdings materially different from actual funded Navellier Investment Product portfolios; (3) do not include trading costs, commissions, or management fees; and, (4) may not reflect prices obtained in an actual funded Navellier Investment Product portfolio. For these and other reasons, the reported performances of model portfolios do not reflect the performance results of Navellier’s actually funded and traded Investment Products. In most cases, Navellier’s Investment Products have materially lower performance results than the performances of the model portfolios presented.

As a matter of important disclosure regarding the model results presented for Dividend Grader, the following factors must be considered when evaluating the long-short performance figures presented:

(1) Historical or illustrated results presented herein do not necessarily indicate future performance; Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested.

(2) The results presented were generated during a period of mixed (improving and deteriorating) economic conditions in the U.S. and positive and negative market performance. There can be no assurance that these favorable market conditions will occur again in the future. Navellier has no data regarding actual performance in different economic or market cycles or conditions.

(3) The results portrayed reflect the reinvestment of dividends and other income.

(4) The results portrayed do not include any investment advisory fees, administrative fees, or transaction expenses, or other expenses that a client would have paid or actually paid.

(5) LIMITATIONS INHERENT IN MODEL RESULTS: The performance results presented are from a model portfolio, not an actually funded portfolio, and may not reflect the impact that material economic and market factors might have had on the adviser’s decision making if the adviser were actually managing clients’ money, and thus present returns which are greater than what a potential investor would have experienced for the time period. The results are presented for informational purposes only. No real money has been invested in this model portfolio. The model performance results should be considered mere ‘paper’ or pro forma performance results. The model results do not represent actual funded trades and may not reflect actual prices paid or received for actual funded trades.

(6) The model results may or may not relate, or only partially relate, to the type of advisory services currently offered by Navellier & Associates, Inc.

(7) In most cases, the adviser’s clients had investment results materially lower than the results portrayed in the model.


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