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Author Archives: Charles Boccadoro

A Couple Pre-Defined Screens

The March update comprises ratings on 9,296 US mutual funds and ETFs (27,307 all share classes), based on Lipper’s Data Feed Service.   Looking through some of our Pre-Defined Screens …  

Posted byCharles BoccadoroApril 11, 2016September 14, 2020Posted inGetting Most of MFO Premium

Tough January and Bruce Berkowitz

It was a tough month for equity funds.   Here’s quick summary table showing average fund total return for January, organized by SubType …  

Posted byCharles BoccadoroFebruary 5, 2016April 1, 2021Posted inFund Updates

Year-end 2015 Category Summary

Below is a simple table summarizing performance for year, organized by SubType and Category … showing Peer Count and Total Return Averages.   Results are computed from our Lipper database month ending December 2015, excludes money market funds. Funds at least one year old. Oldest share class only, includes max front load, if applicable.  

Posted byCharles BoccadoroJanuary 6, 2016September 14, 2020Posted inFund Updates

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