Blog – Page 4 – MFO Premium

2020 Year-end MFO Ratings Update

Yesterday, Sunday, 3 January, all fund risk and return metrics, ratings, and analytics were uploaded to MFO Premium, reflecting performance through December 2020.

Given how far markets tumbled in March, most funds ended the year in positive territory, some very positive.

Continue reading “2020 Year-end MFO Ratings Update”

MFO Premium Webinar: Guest Lynn Bolin and Back To Basics

Thank you all for participating in our latest webinar. Special thanks to Lynn Bolin! It was our best attended webinar yet.

Here is link to chart deck of morning session with Lynn. It includes his charts.

And here’s link to video recording of the session.

The afternoon session was more of an overview given the number of new users to site.

Here is link to chart deck of afternoon “back-to-basics” session.

And here’s link to video recording of the afternoon session.

Enjoy!

MFO Ratings Updated Through November … Another Big Month

Yesterday, Sunday 6 December, all fund risk and return metrics, ratings, and analytics were uploaded to MFO Premium, reflecting performance through November 2020.

November marked the second time this year that the S&P 500 posted a greater than 10% return. The other month was April, the beginning of the current bull market … 8 months ago … or was that 80 years ago?

Ever since, equity performance has been remarkable: NASDAQ up 58.4%. Russell 3000 up 46.3%. Emerging markets up 44.6%. S&P 500 up 41.8%.

October Update Marks MFO Premium’s 5th Year Anniversary

On Sunday 8 November, all fund risk and return metrics, ratings, and analytics were uploaded to MFO Premium, reflecting performance through October 2020.

MFO Premium launched five years ago this month. In David’s “Invitation To Join” letter of 19 November 2015, he highlighted three special characteristics the new site offered subscribers:

It’s interesting: so far as we can tell, most of this content is not available in the tools available to “normal” folks and it’s stuff we’ve found useful.
It’s evolving: our current suite of tools is slated to expand as we add more functions that we, personally, have needed or wanted.
It’s responsive: we’re trying to make our tools as useful as possible. If you can show us something that would make the site better and if it’s within our capabilities, we’ll likely do it.

Capital Migrates To Best Fund Families In September 2020 MFO Ratings Update

All fund risk and return metrics, ratings, and analytics were uploaded to MFO Premium on this past Sunday, 4 October, reflecting performance through September 2020 or 3rd Quarter.

The MFO Fund Family Scorecard reveals 31 families (like Winning Points, Huber, Saratoga) where every fund has underperformed since launch by an average of -3.2% per year. Combined they represent $15B in assets under management (AUM), carrying an annual expense of $173M per year nominally for the privilege of owning them. Can you believe that?

Fortunately, most assets gravitate to best performing families. Let’s break the families down by AUM: first, the largest families with greater than $1T; second, next tier with AUM greater than $500B, and finally those greater than $100B.

An Overkill of Funds in August MFO Ratings Update

On Monday 7 September, Labor Day, all fund risk and return metrics, ratings, and analytics were uploaded to MFO Premium, reflecting performance through August 2020.

There are now more than 10,000 US funds (OEFs, ETFs, CEFs). 10,007 to be precise. That excludes Insurance Funds, which number 2,107. Add in all share classes and the number explodes to 32,094.

Here’s latest breakout found in our Lipper (Refinitiv) Global Data Feed, oldest share class only, plus averages and indices:

MFO Premium Site Webinar – Wednesday, 22 July 2020

Thank you all for participating in our latest webinar.

Here is link to chart deck.

Here is link to video recording.

MFO Ratings Updated Through July 2020 … New Bull Market

All fund risk and return metrics, ratings, and analytics reflecting performance through July 2020 were uploaded to MFO Premium on Tuesday, 4 August.

There’s a lot worth pointing out this month …

June MFO Ratings Update

This past Sunday, 5 July, all fund risk and return metrics, ratings, and analytics were uploaded to the site, reflecting performance through June 2020.

In the three months since March’s steep decline, just about all asset classes have advanced, some dramatically, especially technology. To review funds during this period, MultiSearch users can set Display period to “QE Infinity.” To view its recent flip-side, change the Display period to “CV-19 Bear,” which depicts performance across the first three months of the year.

Rebound Continues … MFO Ratings Updated Through May 2020

All fund risk and return metrics, ratings, and analytics have been uploaded to MFO Premium, reflecting performance through May 2020.

The S&P 500 continues to recover from its March lows, now off just a few percent YTD. The rebound has been driven mostly by the tech leaders: Microsoft, Apple, Amazon, Google, and Facebook. These five companies comprise nearly $6T in market cap and represent 20% of the broader US index.

Continue reading “Rebound Continues … MFO Ratings Updated Through May 2020”