GreatOwls

Great Owl Funds

Great Owl Funds rank top in their categories for all evaluation periods 3 years and older. While past returns should never be the only reason to choose a fund, working from a pool of consistent top performers and understanding their risk profiles is a sensible start. For example, 20-year Great Owls have delivered top quintile returns based on Martin Ratio for the past 20, 10, 5, and 3 year periods...an impressve record worth noting.

Results are presented below, sorted initially by broad investment Type (BD - Bond, ALT - Alternative, MA - Mixed Asset, EQ - Equity, COM - Commodity, MM - Money Market), then by Category, Age Group, and Name. The Great Owl GO distinction is assigned to funds in oldest share class only. Composite ratings are weighted averages across applicable periods (20, 10, 5, 3, and 1 year).

Risk and return metrics are for display period selected. Default display period is oldest applicable evaluation period based on Age Group (20, 10, 5, or 3 years). Click headers to sort (hold Shift for secondary/tertiary sorts). Symbols are hyperlinked to Risk Profile. To perform a more tailored search, like large-cap Great Owls that reside at Vanguard, please use the MultiSearch tool.

Display Period

MultiSearch found funds meeting your criteria, exceeding fund display limit. Only first funds with highest APR will be displayed. Or, you can narrow search with additional criteria.

Compare can be performed on 1 fund minimum and 12 funds maximum. Either refine search or select rows accordingly.

Correlations can be performed on 2 funds minimum and 12 funds maximum. Either refine search or select rows accordingly.

Fund limit for this analytics tool is . Either refine search or select rows accordingly.

Fund limit for this analytics tool is . If search is completed, select rows from results table below; otherwise, complete the search.

Please select rows you wish to delete (by clicking on them) before hitting Delete button.

Please select up to 100 rows (funds) to save to Watchlist. Either refine search or select rows accordingly.

Please select evaluation (Display) period.

Your allocation must be from 0% to 100%. Allocation will be divided evenly for any unallocated funds in the portfolio, as applicable.

To save current Symbol selection, please choose a Watchlist to overwrite:

You are about to overwrite the Watchlist(s) below in your profile. To confirm overwrite or to cancel, please select button accordingly:

Your saved Watchlists are different from the ones you are running. To confirm overwrite or run without saving, select from buttons below:

Note: Watchlists can be saved to your profile from the MultiSearch Results page via the Export button. So, a good way to test for candidate Watchlists is to run Search using the normal Symbol input entry or other criteria.

Create a new watchlist or overwrite an existing watchlist with Symbols from current results?

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Error deleting Watchlists.

Watchlists saved successfully.

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Error saving Watchlists ... sorry. You might try editing the Watchlists. If the error persists, please contact admin@mfopremium.com.

To save current screening criteria, please choose a Search to overwrite:

You are about to overwrite the Search(s) below in your profile. To confirm overwrite or to cancel, please select button accordingly:

Your saved Searches are different from the ones you are running. To confirm overwrite or run without saving, select from buttons below:

Use selected crieria above to create new search? Or, just save existing searches as defined below?

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Error deleting Searches.

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Searches saved successfully.

Error saving Searches ... sorry. You might try editing the Searches. If the error persists, please contact admin@mfopremium.com.

To save current preferences, please choose a Preference to overwrite:

You are about to overwrite the Preference(s) below in your profile. To confirm overwrite or to cancel, please select button accordingly:

Your saved Preferences are different from the ones you are setting. You can cancel or confirm overwrite with buttons below:

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Error saving Preferences ... sorry. You might try editing the Preferences. If the error persists, please contact admin@mfopremium.com.

You are about to overwrite the Portfolio(s) below in your profile. To confirm overwrite or to cancel, please select button accordingly:

Your saved Portfolios are different from the ones you are running. To confirm overwrite or run without saving, select from buttons below:

Error deleting Portfolios.

Portfolios saved successfully.

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Sorry, something is wrong ... two failed attempts to read a required datafile. The search tool will keep trying or you can cancel and try again.
If the problem persists, please try reloading or exiting the browser page and then returning to MFO Premium.
If the problem still persists, please contact admin@mfopremium.com to get the issue resolved soonest.

Funds not found.

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Note: QuickSearch covers only Mutual Funds and ETFs, oldest share class.

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names must have a minimum of two letters to search.

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// new approach to column selection ... 12jun21

MultiSearch Column Group Selection

Please select using buttons below the column group or groups you want in the results table [default is Summary Info only group].

Please select at least one column group.

MultiSearch Individual Column Selection

Please select using buttons below the column group you want to select columns from for inclusion in the results table.

MultiSearch Individual Column Selection

Please select using buttons below, organized in groups, the individual columns you want in the results table [default is Summary Info only columns]. You can also use this page to hide or show column groups.

Update saved Preference before conducting new search?