Search Tools, Analytics, and Blog
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 …
Continue reading “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 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 …
Continue reading “MFO Ratings Updated Through August 2019”
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.
Continue reading “Our New Portfolio Analysis Tool”
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.
Continue reading “WisdomTree Fund Family”
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?
All fund risk and return metrics, ratings, and analytics were uploaded yesterday, reflecting performance through July 2019.
Some highlights and lowlights …
Continue reading “MFO Ratings Updated Through July 2019”
I’ve been thinking a lot lately about how long is long enough to give a strategy the opportunity to prove successful.
Roy Weitz used five years. He founded our predecessor site Fund Alarm. If a fund was in the basement the past 1, 3, and 5 years, he sounded the alarm … designating the fund a “Three Alarm” fund.
Continue reading “US Market Over The Long Run”
Our MFO Premium site has moved!
Well, actually, that’s not the biggest news.
The biggest news is that we’ve adopted several new features that will make our search tools site more friendly and support its growth.
Continue reading “Introducing MFO Premium’s New Home Page”
All fund risk and return metrics, ratings, and analytics have been uploaded, reflecting performance through June 2019.
Some highlights …
Continue reading “MFO Ratings Updated Through June 2019”
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.”
Continue reading “Barron’s Best Mutual Funds You’ve Never Heard Of”