New Decade Begins: MFO Ratings Updated – January 2020

All fund risk and return metrics, ratings, and analytics were uploaded yesterday morning to MFO Premium, reflecting performance through January 2020.

While the decade for equity funds began flat or mixed, bonds were up, especially long-term (e.g., TLT +7.0%). Dodge & Cox Income (DODIX), a long-time MFO Great Owl, returned 1.6% in Januray. It’s delivered nearly 10% this past year and regularly rewards with a 3% dividend.

The MultiSearch screener sports several new features, as described in this month’s commentary “Looking Under The Hood at Holdings.” Here’s a recap:

  • Holdings Info. Top-ten holdings for equities and fixed-income securities, countries, and main industry sectors … thanks to our expanded Lipper (now Refinitiv) Global Data Feed. You can now easily find which of the nearly 10,000 actively managed funds hold a large position in say Berkshire Hathaway.
     
  • Portfolio Info. Several new purchase and portfolio metrics, at the request of subscribers, including growth, capital gains, and quality. There are now more than two dozen such metrics, nearly all searchable.
     
  • Multi-Year Ratings. Users can now set rating thresholds across multiple years, making it convenient to apply the search criteria discussed in last month’s post: “MFO Premium’s Best Fund of the Decade.”
     
  • Ferguson Ratings. Brad Ferguson’s out-performance and consistency metrics now have ratings, making it easy to search for top-quintile performers. Combine these with other unique metrics, like rolling average and MFO (Martin) Rating, to establish compelling candidate lists across the risk spectrum for your clients.

As always, if you see anything amiss or have suggestions for improvement, let me know.

Please enjoy the latest data and site features.