Vanguard by far has largest number of funds leading their respective categories in assets under management, as seen in table below. At 44, that’s almost 30% of the 155 categories Lipper tracks.
Fund Category Leaders by AUM
Category Archives: Getting Most of MFO Premium
Great Owl Ratings are Based on Relative Return in Category
GO distinctions are based on a fund’s relative risk-adjusted return within category. So, the category can perform badly, like commodities and EM have done last few years … indeed among the most hated funds, but individual funds can still get high marks. BRCNX and JOEMX have both delivered top quintile performance the past 3 …
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A Couple Pre-Defined Screens
The March update comprises ratings on 9,296 US mutual funds and ETFs (27,307 all share classes), based on Lipper’s Data Feed Service. Looking through some of our Pre-Defined Screens …
The MFO Screener: Technology Funds
We were wondering whether there were any “safe” Technology Funds to consider for the potentially turbulent years ahead. We thought we’d start by asking “who did well during the last two crashes?” and seeing if anyone avoided the worst of the bloodshed in both 2000-02 and 2007-09. To do that, using MultiSearch tool, we …
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The MFO Screener: Learning By Doing
Our screener has two functions. The first is to allow side-by-side comparisons of a dozen or more funds over meaningful time periods. The second is to allow you to generate lists of funds whose accomplishments are particularly meaningful to you. Here’s an example: you might want to discover which small-cap funds bounced back most …
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