Data Across Ten Decades

All fund risk and return metrics, ratings, and analytics have been uploaded to MFO Premium, reflecting performance through November 2019.

We went live the morning of 10 December, which is typically the longest it takes. The first Saturday of the month, when Lipper (Refinitiv) drops the monthly data, occurred on the 7th.

The year-end data and attendant ratings should post the weekend of 4 January. It will mark the 60th year of Refinitiv’s database.

 

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Revised MultiSearch “Include” Options

Nearly all MFO fund ratings are relative to category peers. So, having an easy way to compare fund risk and return metrics against peer or category average performance is a helpful feature, which is precisely what the “Include Average” option enables in MultiSearch.

 

When MultiSearch users select “Include Averages,” along with say Dodge & Cox fund family, they will now get risk and return metrics on 12 results across the evaluation period selected: the six D&C funds and the six corresponding Category averages. Similarly, selecting “Include Benchmarks” will result in the so-called Lipper Global (LG) Benchmarks. Yes, selecting both will yield 18 results! These new options also work with Watchlists.

 

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MFO Ratings Updated Through October 2019

All fund risk and return metrics, ratings, and analytics have been uploaded to MFO Premium, reflecting performance through October 2019.

We went live Tuesday night. Ratings were updated on 12,254 funds holding about $25 trillion in assets under management. Can you believe that?

In addition to the ratings, more updates worth mentioning:

 

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MFO Ratings Updated Through September 2019, plus New Metrics for Risk-Averse Investors

All fund risk and return metrics, ratings, and analytics have been uploaded to MFO Premium, reflecting performance through September 2019.

We went live last Monday evening and today we added three new metrics (well, the first is newly revised) and attendant ratings to MultiSearch, which should be especially appealing to risk-averse investors …

 

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MFO Ratings Updated Through August 2019

All fund risk and return metrics, ratings, and analytics have been uploaded to MFO Premium, reflecting performance through August 2019.

We went live Saturday evening. Lipper drops the full month-ending data about 5am Pacific the first Saturday following the last day of the month. It takes about 12 hours to prepare the data, crunch the ratings, and refresh our site.

Some brief background on Lipper Analytical Services, according to Wikipedia and NYT

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Our New Portfolio Analysis Tool

Just after midnight Vancouver Island time, we went live with our Portfolio Analysis Tool, as described in this month’s commentary.

 

It brings together many features developed for other tools (like Watchlists and QuickSearch), but with one very unique difference … it computes in real-time the MFO risk and return metrics for the display/evaluation period specified.

 

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WisdomTree Fund Family

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 him thoughtful, down-to-earth and very approachable. He’s a Wharton grad, which is probably one reason the firm maintains a close relationship with famed Professor Jeremy Siegel.

 

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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 as best practical option … who would have guessed?


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