Thank you all for attending our year-end webinar! Here is link to video recording. All fund risk and return metrics, ratings, and analytics were uploaded to MFO Premium on New Year’s Day, reflecting performance through December. Similar to October, we used Lipper’s Friday data drop, which was last business day of year, to get an early peek at …
Category Archives: Fund Updates
Worst Year Ever
All fund risk and return metrics, ratings, and analytics were uploaded to MFO Premium today, 31 October, Halloween 2022. We used Lipper’s Friday data drop to get an early peek … and today markets seemed tame enough, so numbers should be pretty close to month’s end. October was a decent one for equity funds, especially value. The …
Mid-Year Review Webinar Material – 12 July 22
The Great Normalization
All fund risk and return metrics, ratings, and analytics were uploaded to MFO Premium Sunday, 3 July, reflecting performance through June 2022. [For the record, May performance was uploaded Sunday, 5 June.] June’s dismal returns ushered in a new bear market, unfortunately, based on the S&P 500 retracting 20% from its previous high of December 2021. This occurrence marks the end …
The Decline Continues
All fund risk and return metrics, ratings, and analytics were uploaded to MFO Premium Tuesday, 3 May, reflecting performance through April 2022. After a brief respite in March, markets continued to sell off in April, especially tech equity and nearly all bonds. The chart below once again depicts monthly and year-to-date (YTD) performance of the 11 State Street Sector ETFs, along …
Only 3 Multi-Sector Income Mutual Funds Above Water YTD
Only 3 Multi-Sector Income mutual funds above water this year: RCTIX, EIXIX, DLDFX. Each have a healthy dividend and held-up pretty well in March 2020. MFO’s Dennis Baran profiled River Canyon Total Return Bond Fund Institutional Class (RCTIX) in 2019. David Sherman of Cohanzick Management is one of the subadvisors on DLDFX.
2020 Year-end MFO Ratings Update
MFO Ratings Updated Through November … Another Big Month
Yesterday, Sunday 6 December, all fund risk and return metrics, ratings, and analytics were uploaded to MFO Premium, reflecting performance through November 2020. November marked the second time this year that the S&P 500 posted a greater than 10% return. The other month was April, the beginning of the current bull market … 8 …
Continue reading “MFO Ratings Updated Through November … Another Big Month”
October Update Marks MFO Premium’s 5th Year Anniversary
On Sunday 8 November, all fund risk and return metrics, ratings, and analytics were uploaded to MFO Premium, reflecting performance through October 2020. MFO Premium launched five years ago this month. In David’s “Invitation To Join” letter of 19 November 2015, he highlighted three special characteristics the new site offered subscribers: It’s interesting: …
Continue reading “October Update Marks MFO Premium’s 5th Year Anniversary”
Capital Migrates To Best Fund Families In September 2020 MFO Ratings Update
All fund risk and return metrics, ratings, and analytics were uploaded to MFO Premium on this past Sunday, 4 October, reflecting performance through September 2020 or 3rd Quarter. The MFO Fund Family Scorecard reveals 31 families (like Winning Points, Huber, Saratoga) where every fund has underperformed since launch by an average of -3.2% per …
Continue reading “Capital Migrates To Best Fund Families In September 2020 MFO Ratings Update”