We enjoyed our best webinar day yet with about 50 participants.
Author Archives: Charles Boccadoro
AQR Fund Family Performance Sagging
Latest MFO Fund Family Scorecard gives AQR a “Lower” grade. Of AQR’s 39 funds, 26 trail their peers since launch through April 2019 based on absolute return.
MFO Premium Site Webinar Charts & Video – Tuesday, 15 January 2019
Thank you all for attending! Please find link to charts here. Please find link to conference video here.
All Dodge & Cox Funds Trending Down
Through October, all six Dodge & Cox funds below 3- and 10-month simple moving averages (SMAs), including its Income fund DODIX. Its closed International Stock fund DODFX is trending 8.5% below is 10-month SMA.
Hussman Funds
Since inception Hussman funds have been one of great destroyers of capital in the mutual fund industry, except for the fees they generate, which are currently as high as 2% per year. And even still, they maintain an AUM of $600M. Can you believe that?
O’Shaughnessy Funds
O’Shaughnessy Funds rose to MFO’s “Upper” Family Rating this past month. Good to see. All its 5 funds have fared very well against their competition this past year.
New Webhost
Just migrated MFO Premium to DreamHost from SiteGround, which has hosted the site since launch in November 2015.
Baillie Gifford
All 11 Baillie Gifford funds have outperformed their peers since launch in US. YTD, however, its international/EM funds have followed their categories down … now in 6th month of drawdown. And, last month its two growth funds dipped. Still, impressive numbers so far.
MFO Premium Webinar – 7 August 2018
Thank you all for attending! Please find link to charts here. Please find link to conference video here.
2017 Performance of Largest Funds by AUM
A bit old news, but here are 2017 risk/return metrics for the top 10 US funds by assets under management (AUM), sorted by AUM. Eight index funds. Two ETFs SPY and IVV. Six Vanguard funds. The two actively managed funds, both American Funds, generate the about same fee annually $2.5B as the six Vanguard funds …