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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.

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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.

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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?

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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.

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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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