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Yearly Archives: 2019

Introducing MFO Premium’s New Home Page

Our MFO Premium site has moved!   Well, actually, that’s not the biggest news.   The biggest news is that we’ve adopted several new features that will make our search tools site more friendly and support its growth.  

Posted byCharles BoccadoroJuly 22, 2019September 14, 2020Posted inSite Updates

MFO Ratings Updated Through June 2019

All fund risk and return metrics, ratings, and analytics have been uploaded, reflecting performance through June 2019.   Some highlights …  

Posted byCharles BoccadoroJuly 7, 2019September 14, 2020Posted inFund Updates, Site Updates

Barron’s Best Mutual Funds You’ve Never Heard Of

Recently, I subscribed to Barron’s, thanks to recommendations from folks on MFO Discussion Board.   Here’s link to sweet piece by Daren Fonda, entitled “The Best Mutual Funds You’ve Never Heard Of.”  

Posted byCharles BoccadoroJuly 6, 2019September 14, 2020Posted inFund Updates

Fairholme Rebounding

As this decade comes to a close, legendary investor Bruce Berkowitz appears to be getting things right again. After making ill-timed bets on bank in 2011 and ill-advised bets on Edward Lambert and Sears in the years since, Fairholme is enjoying a resurgence.  

Posted byCharles BoccadoroJune 19, 2019September 14, 2020Posted inFund Updates

The 25-Largest Funds

The 25-largest fund by AUM as of 31 May 2019, shown below along with YTD performance. The top 3 spots are Vanguard, as are 10 of the 25. What were the top 20 in 1999? See post here on Twitter by Morningstar’s Ben Johnson.  

Posted byCharles BoccadoroJune 15, 2019September 14, 2020Posted inFund Updates

MFO Ratings Updated Through May 2019

All fund risk and return metrics, ratings, and analytics have been uploaded, reflecting performance through May 2019.   Some highlights …  

Posted byCharles BoccadoroJune 11, 2019September 14, 2020Posted inFund Updates, Site Updates

MFO Premium Site Webinar Charts & Video – Wednesday, 15 May 2019

We enjoyed our best webinar day yet with about 50 participants.  

Posted byCharles BoccadoroMay 16, 2019December 9, 2021Posted inGetting Most of MFO Premium

AQR Fund Family Performance Sagging

Latest MFO Fund Family Scorecard gives AQR a “Lower” grade. Of AQR’s 39 funds, 26 trail their peers since launch through April 2019 based on absolute return.  

Posted byCharles BoccadoroMay 7, 2019September 14, 2020Posted inFund Updates

MFO Premium Site Webinar Charts & Video – Tuesday, 15 January 2019

Thank you all for attending!   Please find link to charts here.   Please find link to conference video here.  

Posted byCharles BoccadoroJanuary 17, 2019January 1, 2022Posted inGetting Most of MFO Premium

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