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All fund risk and return metrics, ratings, and analytics were uploaded yesterday to MFO Premium, reflecting performance through March 2020. It was a bad month. The pandemic’s economic impact is reminiscent of the financial crisis, only transpiring much faster. The world was unprepared. Hearing about “CV-19” at first seemed remote and contained, like the term …
Continue reading “Damage Assessment: MFO Ratings Updated Through March 2020”
All fund risk and return metrics, ratings, and analytics have been uploaded to MFO Premium, reflecting performance through February 2020. February marked the 11th full year of the current bull market, which began March 2009. But that was little conciliation to equity investors who suffered one of worst months in recent history with the …
Continue reading “MFO Ratings Updated Through February 2020”
All fund risk and return metrics, ratings, and analytics were uploaded yesterday morning to MFO Premium, reflecting performance through January 2020. While the decade for equity funds began flat or mixed, bonds were up, especially long-term (e.g., TLT +7.0%). Dodge & Cox Income (DODIX), a long-time MFO Great Owl, returned 1.6% in January. It’s delivered …
Continue reading “New Decade Begins: MFO Ratings Updated – January 2020”
Thank you all for participating in yesterday’s webinar. Here is link to chart deck. Here is link to video recording.
Yesterday, all fund risk and return metrics, ratings, and analytics were uploaded to MFO Premium, reflecting performance through December 2019 … end of the decade. The decade brought us …
All fund risk and return metrics, ratings, and analytics have been uploaded to MFO Premium, reflecting performance through November 2019. We went live the morning of 10 December, which is typically the longest it takes. The first Saturday of the month, when Lipper (Refinitiv) drops the monthly data, occurred on the 7th. The year-end data …
Nearly all MFO fund ratings are relative to category peers. So, having an easy way to compare fund risk and return metrics against peer or category average performance is a helpful feature, which is precisely what the “Include Average” option enables in MultiSearch. When MultiSearch users select “Include Averages,” along with say Dodge & …
All fund risk and return metrics, ratings, and analytics have been uploaded to MFO Premium, reflecting performance through October 2019. We went live Tuesday night. Ratings were updated on 12,254 funds holding about $25 trillion in assets under management. Can you believe that? In addition to the ratings, more updates worth mentioning:
All fund risk and return metrics, ratings, and analytics have been uploaded to MFO Premium, reflecting performance through September 2019. We went live last Monday evening and today we added three new metrics (well, the first is newly revised) and attendant ratings to MultiSearch, which should be especially appealing to risk-averse investors …
All fund risk and return metrics, ratings, and analytics have been uploaded to MFO Premium, reflecting performance through August 2019. We went live Saturday evening. Lipper drops the full month-ending data about 5am Pacific the first Saturday following the last day of the month. It takes about 12 hours to prepare the data, crunch the …