Welcome
Mutual Fund Observer's premium site provides fund screening tools, analytics, and ratings updated monthly, plus additional commentary to complement our main site.

MFO Premium search tools feature:
  • Refinitiv's Lipper Global Data Feed.
  • All U.S. Mutual Funds, ETFs, ETNs, CEFs, and Insurance Funds.
  • All share classes, survivors only.
  • Extensive risk and return metrics back to 1960.
  • Key US index and allocation performance back to 1923.
  • Numerous (74) evaluation periods, including lifetime, YTD, multi-year and multi-month, plus full, bear, bull and other unique market cycles.
  • Tailorable, sortable, and exportable result tables.
  • Storable Watchlists, Searches, and Preferences.
  • A suite of analytics: Correlation, Rolling Averages, Up/Downside Capture, Period Returns and Ratings, Batting Averages, Benchmark Comparisons, Trend and Momentum, Lipper Leaders, and Ferguson.
MultiSearch, our main search tool, will sort through thousands of mutual funds based upon hundreds of selectable criteria, seriously. Its Pre-Set Screens feature provides an easy way to get a quick overview on markets and notable funds.

Other tools include the Fund Family Scorecard, Dashboard of Launch Alerts, Portfolios, and Category Averages, plus our legacy QuickSearch, Risk Profile, Dashboard of Profiled Funds, Great Owls and Three Alarm Funds.

Performance updates are posted the Sunday after the first Saturday, typically.

User feedback drives near continuous site upgrades, so if you have any issues, see something amiss, or have suggestions for improvement, please email (admin@mfopremium.com). We will address soonest.

What's new?

As of Tuesday, 21 September 2021:
  • All Tables can now be exported to a formatted Excel spreadsheet. Thanks to Allan Jardine of SpryMedia and associate Paul Jones.
  • Database updated through August 2021 using Lipper Global Data Feed for U.S. funds.
  • Added "Mega Ratio" to Ferguson Metrics, which is an outperformance measure adjusted by consistency, risk and expense, developed by Brad. His latest!
  • Added MultiSearch ability to screen for funds by benchmark, up to five. Find this new option under "More Basic Info" group.
  • Added exponential moving averages & momentum metrics to MultiSearch screening options. Find these new options under "Trend & Momentum" group.
  • Enhanced JumpScroll feature and more export options when saving Watchlists, Searches, and Preferences.
  • Posted video from 30 July "Impromptu" webinar on MFO Discussion Board.
  • Mid-Year Update Brings Rolling Batting Averages and Trend Ratings, as decribed here.
  • Posted charts and video from 15 July webinar here.
  • New MultiSearch Column Selection Menu for quick-and-easy results table customization, making for a more responsive tool, previewed here.
  • New MultiSearch Display Periods, Model Portfolios, and Pre-Set Screens, as described here.
  • New MultiSearch screening metrics include: Lipper Leaders, Equity Portfolio Ratings, Debt and Currency Holdings, and Smart Beta.
  • New MultiSearch features include options to overwrite and nickname during export of WatchLists, Searches, and Preferences to user profile.
  • Added Mixed Asset, Alternative, Commodity, and Money Market to Exclude Categories feature.
  • Added additional options to MultiSearch: Set APR against key reference indexes, like SP500, and set "Less Than" Sector Allocations. Both were requests from subscribers. Thank you!
  • Store up to 10 Preferences in MultiSearch. Each Preference holds your preferred view: Active Groups on Search Input page, column order in Results Table, and much more.
  • Posted charts and video from 15 April webinar here.
  • Expanded Ferguson Metrics to include a "Life" period, or more specifically "relevant life," which according to Brad Ferguson, is not younger than 3 years but not older than period beginning CY 2008, start of GFC.
  • Redesigned MultiSearch user interface to select criteria arranged by groups: click "Expand" button to see all groups, or individual group buttons to expand/collapse criteria within a group.
  • New MultiSearch features include: Exclude Categories options, Socially Conscious "Plus" option, and added 30, 40, and 50-year rolling periods in Analyze/Rolling feature.
  • New MultiSearch features include: "Jump Scroll," which helps quickly navigate to metric groups; fundname pop-up display on symbol hover; and "Plus" options to include fundname, manager, or adviser searches independent of other criteria.
  • Added "Dashboard of Launch Alerts," which summarizes performance of funds highlighted in MFO's monthly Launch Alerts feature. Just click on "Launches" in navigation bar near top of page.
  • Store up to 25 Searches, which define selected search criteria in MultiSearch, as decribed here.
  • Store up to 25 Watchlists and 25 Portfolios in MultiSearch. Each Portfolio can hold up to 50 funds.
  • Portfolio Analysis tool upgrade, as described here.
  • Posted charts and videos from MFO Premium Webinars: Guest Lynn Bolin and Back To Basics.
  • Added five new evaluation periods to MultiSearch: 4, 5, 7, 8, and 11 mo.
  • New MulitSearch features include criteria to select funds based on Return Greater Than Yield, Yield Ratings, and Industry Sector Allocations, as described here.
  • New MulitSearch features include pre-set screen called Morningstar Barometer ETFs, ESG Scores, and more ETF and CEF metrics, as described here.
  • Added returns for Last 12 Months to Trend group in MultiSearch.
  • Some MultiSearch updates: Watchlists can now hold 100 funds. Added Interest Fee, often relevant in CEFs. Added Junk Plus NR (Non Rated) weight and removed NR from previous Junk weight metric.
  • Added nine new evaluation periods to MultiSearch and Portfolios tools, as described here.
  • Users can now customize names of Watchlists and Portfolios. Just hover over default name and enter new name.
  • Added ability to screen for Exchange Traded Notes (ETNs) in MultiSearch.
  • Newest features to MultiSearch include breakouts of Bond Credit & Duration, Yearly Return Ratings, Current Month Inflow/Outflow, Price/NAV Premiums and Discounts, and ability to screen for Alpha, Tracking Error and Information Ratio, as described in Back To Basics.
  • Added several new features to MultiSearch, including Holdings data, expanded Portfolio metrics, and Multi-Year and Ferguson Ratings, as described in Looking Under the Hood at Holdings.
  • Posted Best Funds of the Decade.
  • Incorporated several new features into MultiSearch, as described in Data Across Ten Decades.
  • Revised MultiSearch "Include" options: "Include Averages" adds category averages for all funds in the results table. Similarly, "Include Benchmarks" adds the assigned Lipper Global benchmarks. See Revised MultiSearch “Include” Options.
  • Two new changes to MultiSearch: Added Expense Ratio (ER) Ratings and revised the Averages methodology to include all metrics across selected evaluation period. See Premium Site Updates and Definitions.
  • Added Bear Market Deviation, Down Market Deviation, and Three Alarm Risk, along with attendant ratings, to MultiSearch, as described in A More Robust Down-side Market Metric and on the Definitions page.
  • Added Portfolios tool, which enables users to determine risk and return metrics at rolled-up portfolio levels. Click on Portfolios in navigation bar at top of any page.
  • Added Calendar Year and Fixed Period Returns to MultiSearch Results table ... scroll far right. (Same info as in Analyze tool, just making these data front-and-right, thanks to suggestion from Sam Lee.)
  • Blog post: WisdomTree Fund Family.
  • Blog post: US Market Over The Long Run.
  • Blog post: Introducing MFO Premium's New Home Page.
  • Blog post: Barron's Best Mutual Funds You've Never Heard Of.
  • Added 4, 6, 8, and 9-year evaluation periods to MultiSearch.
  • Added another PreSet Screen to MultiSearch, called The 11 Sector ETFs.
  • Upped default Row display to 100 ... may need to hit tool Reset or exit browser window to take effect.
  • Enlarged format of the MultiSearch screening criteria input panel.
  • Added QuickSearch tool, a "lite" version of MultiSearch, and consolidated our main site search tools into the premium site.
  • Added ability to export (up to 25 funds) from the MultiSearch results table to WatchLists.
  • Added option to hide empty columns in the MultiSearch, Calendar Year, and Period Performance Tools. See the "View" button on their output pages.
  • Added Compare Funds option to MultiSearch, which presents up to 10 funds from the MultiSearch Results table in a vertically oriented format.
  • Added printer-friendly pdf export option to all tools with vertically oriented output pages.
  • Added Returns vs Benchmark analysis options to MultiSearch tool.
  • Added option to run analysis tools from the output pages of other analysis tools.
  • Portfolio watchlists now found on MultiSearch page.
  • Expanded MultiSearch evaluation periods from 21 to 38, as described in November MFO commentary.
  • Batting averages, Ferguson metrics and Trend (versus 3- & 10-mo SMAs) all now available as MultiSearch screening criteria.
  • Added Trend analysis option to MultiSearch tool, which indicates when funds are above or below their 3- and 10-month simple moving averages (SMAs), as described in September MFO commentary.
  • Migrated to a new webhost to modernize our Account Manager and PayPal interface, as explained here.
  • Added Ferguson analysis option to MultiSearch tool, as described in August MFO commentary.
  • Added Calendar Year Performance and Period Performance analysis options to MultiSearch tool, including Returns, Returns vs Peers, Batting Averages, Category Averages, Peer Count, and Rank.
  • Site now using Lipper Global Data Feed, which will serve as basis for much expanded content.
  • Added Upside Capture, Downside Capture, and Capture Ratio across all 38 evaluation periods and versus SP500, USBond, US6040, and ACIxUS indexes.
  • Added header labels to column groups in MultiSearch results table. These labels can be toggled to show only columns (metrics) in selected group.
  • Added "Group" and "Column" visibility options on MultiSearch results page, which enable showing or hiding various metrics by group (e.g., "Period Metrics") or individually.
  • Redesigned Blog page using WordPress to better match format and features of our main site.
  • Adopted encrypted link HTTPS protocols along with our SSL (Secure Sockets Layer) site certificate to best safeguard subscriber information.
  • Added new Watchlist feature, enabling users to save up to 10 Watchlists of 25 Symbols from MultiSearch.
  • Added header definition pop-ups on hover in MultiSearch screener and re-enabled column reorder feature.
  • Added "Just Turned Three" and "Two Year Olds" to MultiSearch Age selection criteria.
  • Added Fund of Funds flag to MultiSearch screener.
  • Added beta and four correlation "R" metrics to MultiSearch output, including R vs Peer, R vs SP500, R vs USBond, and R vs ACIxUS.
  • Added a reference fund to each Category representing the Average of Monthly Returns. It will appear with all other funds when performing a MultiSearch screening by Category, identified with an "AV-" Symbol preface.
  • Added Life display option to Correlate tool, which will use period of youngest fund in matrix.
  • Added a Rolling Averages tool, which can be performed on all funds displayed in MuliSearch results table, as well as screened in MultiSearch itself.
  • Hyperlinked Category metric in MultiSearch tool, which enables comparison of all funds in a specific category with a single click. Other hyperlinks in MultiSearch are Symbol and Fund Family.
  • Updated Fund Names to eliminate Trust prefix and abbreviate Share Class, as applicable.
  • Added risk and performance metrics for nearly 2000 indexes. See Indexes on Category selection of MultiSearch page.
  • Revised Great Owl methodology to exclude funds under 20 years old that have an MFO Rating for its lifetime of less than 5.
  • Removed load from MFO ratings methodology following Morningstar's lead, citing"approximately half of A share class investors don't pay the full load."
  • Added vertical scrollbar to MultiSearch Results page, allowing headers to remain on screen when viewing large tables. The vertical scroll window will dynamically span about 2/3 of the browser window when viewing with relatively modern browsers.
  • Redesigned action buttons, like Correlate, on MultiSearch Results page, as well as enabled simultaneous execution of MultiSearch from multiple browser windows.
  • A Correlation Matrix can now be performed for up to 12 funds across seven evaluation periods. Just click "Correlate" within the Analyze tool of the MultiSearch Results page.

How to subscribe?

Premium MFO membership is $120 per year ($85 is tax-deductible to the extent allowable under law).

Create an account by clicking on LOGIN tab above. Access is granted automatically after email verification and PayPal portal payment. Alternately, writing a check works. Drop us an email (david@mutualfundobserver.com) when the check is in the mail and we will access you pronto.

Current subscribers can extend or renew subscriptions any time via ACCOUNT tab. All subscriptions are non-recurring (we don't believe in auto-renewal).
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Sign-up for Updates
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 10 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.
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?
Would you like to nickname the new watchlist now?

Error deleting Watchlists.
Watchlists saved successfully.
Watchlist was saved successfully.
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:

























Create a new search or overwrite exisiting search based on the selected criteria above?
Create a new search or overwrite exisiting search based on current criteria?
Would you like to nickname the new search now?

Error deleting Searches.
Search was saved successfully.
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:










Create a new preference or overwrite existing preference based on current settings?
Would you like to nickname the new preference now?

Error deleting Preferences.
Preference was saved successfully.
Preferences saved successfully.
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.
Error saving Portfolios ... sorry. You might try editing the Portfolios. If the error persists, please contact admin@mfopremium.com.
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.
Please specify additional criteria.
Please correct entry:
Please correct entry:

Note: QuickSearch covers only Mutual Funds and ETFs, oldest share class.
Please limit search to . Eliminate .
names must have a minimum of two letters to search.
Please wait momentarily for MultiSearch to finish pre-loading. Search will then launch automatically.
This nickname already exists. Please choose another nickname.
// 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, 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.