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 …
Author Archives: Charles Boccadoro
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 …
Mid-Year Review Webinar Material – 11 July 23
Thank you all for participating in our 2023 Mid-Year Review, which included fund demographics, market update, and demos of latest site features. Here is link to chart deck. And here’s link to video recording. Please don’t hesitate to reach-out for a one-on-one chat. Something good always comes of such sessions.
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 …
Worst Year Ever
All fund risk and return metrics, ratings, and analytics were uploaded to MFO Premium today, 31 October, Halloween 2022. We used Lipper’s Friday data drop to get an early peek … and today markets seemed tame enough, so numbers should be pretty close to month’s end. October was a decent one for equity funds, especially value. The …
Happy Preferencing!
All fund risk and return metrics, ratings, and analytics were uploaded to MFO Premium Sunday, 31 July, reflecting performance through July 2022. When we run the monthly update that close to the last business day, we will normally re-run the ratings the following Saturday to pick up any late reporting funds. This past month that version …
Mid-Year Review Webinar Material – 12 July 22
Thank you once again for participating in our Mid-Year Review and site update webinar! Here is link to chart deck. And here’s link to video recording. Enjoy!