Half of today’s nearly 10,000 US mutual funds & ETFs did not exist 10 years ago. Half of those did not exist 20 years ago. Making for a sort of net effective half-life (or doubling-time) of 10 years. Only 10% existed 30 years ago or say a about generation ago. Only 66 date back to …
Author Archives: Charles Boccadoro
Webinar – Premium Site Update – Thursday, 4 January 2018
We’ve enjoyed a wonderfully nice response to David’s year-end contribution challenge and held another webinar highlighting recent updates to Premium site. Thank you! Here is link to discussion charts: Webinar Charts Here is link to video: Webinar Recording
Best Launches This Year
There have been 555 US mutual fund and ETF launches this year. Of the 94 global & international equity funds, here are the top performers in each: AlphaCentric Global Innovations I (GNXIX), Artisan Thematic (ARTTX), Davis Select Worldwide (DWLD), PNC EMs (PIEFX), Alpha Architect Value Momentum (VMOT), TOBAM EMs I (TBMIX) …
10 Perfect Funds and Other Observations Through October
TFS Funds is off to the dust bin … had been one of better performing families. ArrowPoint is now ArrowMark (I believe over trademark infringement) and has always been Meridian Funds. The MFO Scorecard has been updated accordingly.
No Losses Across 3-Year Rolling Periods
There are now nine equity funds at least 10 years old through September that have never incurred a negative return over any 3-year rolling period. There were only five last month. The four new funds just turned 10!
MFO Premium Search Tools Webinars Recordings & Intro Charts
We’ve conducted our first-ever Zoom Webinars … three this month … all sessions generated positive feedback and follow-up … several questions in first session especially. As touted by chip, thought the process was easy, which bodes well for future sessions. Here are links to our latest webinar intro charts and video: Intro Charts …
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Bull Market @101 Months!
The latest up-market cycle reached 101 months, from March 2009 to July 2017, inclusive … about 8.5 years. Annualized return for SPY over that period: 17.8%, or just under 300% total return … for those wise, lucky and flush enough to invest at the bottom … and brave enough to hold.
US Near 10,000 Funds!
We started rating Money Market funds this month. If for no other reason then to help track asset flows. Using similar reasoning, we also now include funds that are just one month old.
MFO’s Fund Family Scorecard
MFO’s Fund Family Scorecard measures how well funds run by the same management company have performed against their peers since inception. We first published the card in June 2014 commentary with How Good Is Your Fund Family?, followed by updates in May 2015 and May 2016. Beginning in June 2016, our premium site updates …
Gotham Funds
Gotham now has 16 funds. Half just a few months old. Oldest just over four years. Average ER 2%. But 15 of 16 have beaten their peers since inception by an average of 5%.