Please find link to charts here.
Please find link to conference video here.
Continue reading “MFO Premium Site Webinar Charts & Video – Tuesday, 15 January 2019”
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.
Continue reading “All Dodge & Cox Funds Trending Down”
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?
Continue reading “Hussman 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”
Just migrated MFO Premium to DreamHost from SiteGround, which has hosted the site since launch in November 2015.
Continue reading “New Webhost”
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. Still, impressive numbers so far.
Continue reading “Baillie Gifford”
A bit old news, but here are 2017 risk/return metrics for the top 10 US funds by assets under management (AUM), sorted by AUM. Eight index funds. Two ETFs SPY and IVV. Six Vanguard funds. The two actively managed funds, both American Funds, generate the about same fee annually $2.5B as the six Vanguard funds combined (click on image to enlarge).
Continue reading “2017 Performance of Largest Funds by AUM”
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 January 1960.
Continue reading “Number of US Funds”
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
We thought we’d start continue up with the 130 U.S. equity funds which have passed their second anniversary but have not yet reached their third, which is when conventional trackers such as Morningstar and Lipper pick them up. As Charles has repeatedly demonstrated, the screener at MFO Premium allows you to answer odd and interesting questions. When markets are rising, everybody’s question is the same: who’s making the most?
Continue reading “Terrific Twos: The Top-Performing Two-Year-Old Funds”