WisdomTree launched in 2006. They now offer 78 ETFs with AUM totaling $39B. I first learned of them through Jeremy Schwartz, whom I met briefly thanks to Wesley Gray at one of AlphaArchitect’s Democratizing Quant conferences and again at #MFTF last year. Jeremy’s title is Executive Vice President, Global Head of Research. I’ve always found …
Author Archives: Charles Boccadoro
Best Money Market Funds
There are about 40 money market mutual funds available retail in the US. The four listed below have delivered about 2.4% this past year … as risk free as it gets. They have been around a long time and consistently outperformed their peers. A couple with hefty minimums. One closed to new investors. Leaving Vanguard …
MFO Ratings Updated Through July 2019
All fund risk and return metrics, ratings, and analytics were uploaded yesterday, reflecting performance through July 2019. Some highlights and lowlights …
US Market Over The Long Run
I’ve been thinking a lot lately about how long is long enough to give a strategy the opportunity to prove successful. Roy Weitz used five years. He founded our predecessor site Fund Alarm. If a fund was in the basement the past 1, 3, and 5 years, he sounded the alarm … designating the …
Introducing MFO Premium’s New Home Page
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.
MFO Ratings Updated Through June 2019
All fund risk and return metrics, ratings, and analytics have been uploaded, reflecting performance through June 2019. Some highlights …
Barron’s Best Mutual Funds You’ve Never Heard Of
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.”
Fairholme Rebounding
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 Funds
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.
MFO Ratings Updated Through May 2019
All fund risk and return metrics, ratings, and analytics have been uploaded, reflecting performance through May 2019. Some highlights …