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:

  • all 11 sector ETFs retracted in May, most between 7 and 11%, but gains remain strong year-to-date … all positive, most between 7 and 16%
  • 7 of 17 Timothy Plan funds on MFO’s Three Alarm list
  • Dreyfus fund family rebranded to BNY Mellon
  • added 4-year evaluation period to MultiSearch (thank you David)
  • Lipper added several new fund categories, including Emerging Markets Mixed Asset, Frontier Markets, Global High Yield, Short High Yield, Absolute Return Bond, and Real Return … see Definitions/Categories

As always, if you see anything amiss or have suggestions for improvement, let us know and we will respond soonest.

Please enjoy the latest data.

MFO Premium Site Webinar Charts & Video – Wednesday, 15 May 2019

We enjoyed our best webinar day yet with about 50 participants.

I actually wore a tie (ha!) and displayed our new MFO Coffee Mug (thank you David) to mark the progress we’ve made on the site.

Can’t thank you enough for your continued support!

Please find link to charts here.

Please find link to conference video here.

Please feel free to reach-out at any time with questions and suggestions via email (charles@mutualfundobserver.com). We can even schedule a Zoom teleconference at your convenience.

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.

Continue reading “AQR Fund Family Performance Sagging”

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.

And, below is Brad’s beautiful big picture view … he was awesome!

Register for Webinar – 15 January 2019

As highlighted in this month’s commentary, we have two sessions planned, one hour each nominally, on Tuesday 15 January 2019 at 2pm and 5pm eastern … 11am and 2 pm pacific.

Like last time, we will employ easy-to-use the Zoom web conferencing tool.

Brad Ferguson of Halter Ferguson Financial will highlight how he uses the premium site to find funds that best match his clients needs … and “the next Robert Gardiner.”

We’ll also discuss latest upgrades, including a lightning fast, highly addictive MultiSearch tool … should load today!

If you’ve not already done so, please register here for first session.

Or, here for second session.

Thank you!

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.

Continue reading “O’Shaughnessy Funds”

New Webhost

Just migrated MFO Premium to DreamHost from SiteGround, which has hosted the site since launch in November 2015. The reason for the change is that Paypal recently started enforcing more up-to-date versions of TLS (Transport Layer Security) than were available on SiteGround’s server, so it stopped handshaking with our subscriber management software, called UserBase. That meant we had to manually approve subscribers after they paid on PayPal. That issue should be fixed now.

We apologize for any hassle!

The site appears fully functional and the transition should be transparent, but if you see anything amiss (for example, missing newer WatchLists), please email (admin@mfopremium.com) and we will address soonest.

As always.

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 with FB. Still, impressive numbers so far.

Here are numbers since launch …

Continue reading “Baillie Gifford”