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 […]

MFO Premium Site Webinar – Wednesday, 15 January 2020

Thank you all for participating in yesterday’s webinar. Here is link to chart deck. Here is link to video recording. ——————————————— This coming Wednesday, January 15th, we will host a webinar discussing latest features of the MFO Premium search tool site. Topics covered will include the new home page and user portal, the MultiSearch Portfolios […]

Data Across Ten Decades

All fund risk and return metrics, ratings, and analytics have been uploaded to MFO Premium, reflecting performance through November 2019. We went live the morning of 10 December, which is typically the longest it takes. The first Saturday of the month, when Lipper (Refinitiv) drops the monthly data, occurred on the 7th. The year-end data […]

Revised MultiSearch “Include” Options

Nearly all MFO fund ratings are relative to category peers. So, having an easy way to compare fund risk and return metrics against peer or category average performance is a helpful feature, which is precisely what the “Include Average” option enables in MultiSearch. When MultiSearch users select “Include Averages,” along with say Dodge & Cox […]

MFO Ratings Updated Through September 2019, plus New Metrics for Risk-Averse Investors

All fund risk and return metrics, ratings, and analytics have been uploaded to MFO Premium, reflecting performance through September 2019. We went live last Monday evening and today we added three new metrics (well, the first is newly revised) and attendant ratings to MultiSearch, which should be especially appealing to risk-averse investors: Bear Market Deviation, […]

Our New Portfolio Analysis Tool

Just after midnight Vancouver Island time, we went live with our Portfolio Analysis Tool, as described in this month’s commentary. It brings together many features developed for other tools (like Watchlists and QuickSearch), but with one very unique difference … it computes in real-time the MFO risk and return metrics for the display/evaluation period specified. In […]