This past Sunday, 5 July, all fund risk and return metrics, ratings, and analytics were uploaded to the site, reflecting performance through June 2020.

 

In the three months since March’s steep decline, just about all asset classes have advanced, some dramatically, especially technology. To review funds during this period, MultiSearch users can set Display period to “QE Infinity.” To view its recent flip-side, change the Display period to “CV-19 Bear,” which depicts performance across the first three months of the year.

 

One of the best performing fund families across both periods has been ARK, which was launched in 2014 by former AllianceBernstein officer Catherine Wood. The firm “focuses solely on disruptive innovation” and has attracted $8.2B in AUM … a spectacular level for a boutique ETF firm. Its flagship fund is ARK Innovation ETF (ARKK). All four of the firm’s oldest funds are on MFO’s Honor Roll and two are Great Owls.

 

As always, if you see anything amiss or have suggestions for improvement, let us know and we will respond soonest.

 

Please enjoy the latest data.