Haugen Equity Signals, LLC Profile

Performance Summary Methodology

Peer Rank:8 out of 11

Number of Stocks in Option Selected:327

Number of Stocks in Total Coverage:20012

Selected Period Return: 8.53%

S&P 500 Return: 12.46%

Average Market Cap (Mil.):$109,841,388,888.02

Period Range:$34,560.26 - $43,621.58

Turnover:415.97%

Price change

Last Price:$19,420.74

Previous Close:$40,849.94

Change Today:($21,429.20) (-52.46%)

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 : 2695

Buy 327 (12.1%)

Neutral 1666 (61.8%)

Sell 702 (26.0%)

Coverage Components