Just migrated MFO Premium to DreamHost from SiteGround, which has hosted the site since launch in November 2015.
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New Webhost
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. Still, impressive numbers so far.
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MFO Premium Webinar – 7 August 2018
2017 Performance of Largest Funds by AUM
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).
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Number of US Funds
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.
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Webinar – Premium Site Update – Thursday, 4 January 2018
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
Terrific Twos: The Top-Performing Two-Year-Old Funds
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?
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Best Launches This Year
There have been 555 US mutual fund and ETF launches this year.
Of the 94 global & international equity funds, here are the top performers in each: AlphaCentric Global Innovations I (GNXIX), Artisan Thematic (ARTTX), Davis Select Worldwide (DWLD), PNC EMs (PIEFX), Alpha Architect Value Momentum (VMOT), TOBAM EMs I (TBMIX) …
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Terrible Twos? The two-year-old funds which are most out-of-step with their peers …
We thought we’d start catching 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. I’ll try to look at several questions over the next week, starting with “which of these new funds might be badly miscategorized?”
10 Perfect Funds and Other Observations Through October
TFS Funds is off to the dust bin … had been one of better performing families.
ArrowPoint is now ArrowMark (I believe over trademark infringement) and has always been Meridian Funds. The MFO Scorecard has been updated accordingly.
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