Flows! Plus, MFO Mid-Year Review 2024

All fund risk and return metrics, ratings, and analytics were uploaded to MFO Premium, Saturday, 29 June, reflecting performance through mid-year. Our latest fund flow data were uploaded yesterday, Monday, 8 July. Refinitiv drops the flow data on the 1st and 3rd Saturday of each month.   We’ve scheduled our mid-year review webinar this Wednesday (tomorrow), 10 July at 11 …

December Brings S&P 500 To All-Time High

All fund risk and return metrics, ratings, and analytics were uploaded to MFO Premium Saturday, 30 December, reflecting performance through year-end. We used Refinitiv’s Friday data drop, which was last business day of year, to get an early peek at 2023 calendar year performance.   We’ve scheduled our year-in-review webinar this Friday, 5 January. It will highlight performance …

Our World – Fund Demographics

The series of charts below summarizes latest fund demographics. Simple tally of funds by asset universe, shares class, type, subtype, fund category, and other (e.g., interval funds, ESG funds). Reflects current data on MFO Premium, which is derived from Refinitiv Lipper Global Data Feed (LGDF), dated Friday, 7 July 2023. Included a couple charts on …

Best Performing Funds Since COVID

All fund risk and return metrics, ratings, and analytics were uploaded to MFO Premium on Sunday 2 July, reflecting performance through June.   Concurrent with the new cycle, described in this month’s MFO piece “Strong June Propels New Bull Market,” we introduced additional Display Period options in MultiSearch. The new periods include those covering The Great Normalization (TGN) cycle (full, bear, and …

June Bloom: Welcome a New Bull Market

All fund risk and return metrics, ratings, and analytics were uploaded to MFO Premium yesterday, reflecting performance through May. The update uses Lipper’s Friday data drop, so return and drawdown performance is available through 2 June using our new Month To Date (MTD) display period.   Despite pervasive skepticism based on: Russian invasion. China US tension. Inflation. Rising rates. Bank collapses. …

2022 Year-End Review Webinar

Thank you all for attending our year-end webinar! Here is link to video recording.   All fund risk and return metrics, ratings, and analytics were uploaded to MFO Premium on New Year’s Day, reflecting performance through December. Similar to October, we used Lipper’s Friday data drop, which was last business day of year, to get an early peek at …