Haugen Equity Signals, LLC Profile

Performance Summary Methodology

Peer Rank:13 out of 13

Number of Stocks in Option Selected:463

Number of Stocks in Total Coverage:19967

Selected Period Return: 3.98%

S&P 500 Return: 23.42%

Average Market Cap (Mil.):$43,731,705,739.11

Period Range:$32,429.87 - $38,589.70

Turnover:516.17%

Price change

Last Price:$19,420.74

Previous Close:$35,743.51

Change Today:($16,322.77) (-45.67%)

Haugen Equity Signals, LLC

Haugen Equity Signals provides quantitative research that helps money managers add alpha to their portfolios. Clients receive near-term expected returns based on an assessment of how each stock is affected by over 60 different factors at a given point in time. These forecasts are calculated using industry-leading, advanced statistical analytics. The Haugen Model is flexible, accurate and has a proven track record of picking winners over losers 68.9% of the time. To learn more, visit www.HaugenEquitySignals.com or call 949-743-3820.

Haugen Equity Signals, LLC Profile (Quantitative)

Cumulative Return, % Price, $ Compare to Antindex [?] Compare to Benchmark

Haugen Equity Signals, LLC Profile (Quantitative)

Ratings Distribution

Number of Stocks : 2987

Buy 463 (15.5%)

Neutral 1898 (63.5%)

Sell 626 (21.0%)

Coverage Components