Search Tools, Analytics, and Blog
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.”
The five funds are: Bernzott US Small Cap Value (BSCVX), DF Dent Premier Growth (DFDPX), Conestoga SMid Cap Inv (CCSMX), YCG Enhanced R (YCGEX), and Homestead Value (HOVLX).
Four are MFO Honor Roll funds, two are MFO Great Owls.
Here’s how they look in MultiSearch, launch through May 2019:
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. Much of the turnaround likely do to his speculation in Fannie and Freddie, which have tripled this year. (Story in WSJ today about regulators pressing to turn Fannie and Freddie private again.) Below are the YTD risk and performance numbers of his three funds: FAIRX, FOCIX, and FAAFX. Today’s AUM of $1.4B is perhaps 5% of its peak, when Mr. Berkowitz won Morningstar’s Fund Manager of the Decade in 2010.
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.
All fund risk and return metrics, ratings, and analytics have been uploaded, reflecting performance through May 2019.
Some highlights:
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.
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.
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”
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!
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.
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?
