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.
All fund risk and return metrics, ratings, and analytics have been uploaded, reflecting performance through June 2019. Some highlights …
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.”
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.
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.
All fund risk and return metrics, ratings, and analytics have been uploaded, reflecting performance through May 2019. Some highlights …
We enjoyed our best webinar day yet with about 50 participants.
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.
Thank you all for attending! Please find link to charts here. Please find link to conference video here.