Haugen Equity Signals, LLC Profile

Performance Summary Methodology

Peer Rank:11 out of 13

Number of Stocks in Option Selected:425

Number of Stocks in Total Coverage:20008

Selected Period Return: 7.77%

S&P 500 Return: 21.90%

Average Market Cap (Mil.):$49,621,338,891.22

Period Range:$35,380.01 - $43,621.58

Turnover:450.55%

Price change

Last Price:$19,420.74

Previous Close:$39,676.60

Change Today:($20,255.86) (-51.05%)

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 : 2912

Buy 425 (14.6%)

Neutral 1785 (61.3%)

Sell 702 (24.1%)

Coverage Components