WisdomTree Fund Family

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 […]

Best Money Market Funds

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 […]

MFO Ratings Updated Through July 2019

All fund risk and return metrics, ratings, and analytics were uploaded yesterday, reflecting performance through July 2019. Some highlights and lowlights: Deutsche rebranded from Deutsche Asset Management to DWS, following a similar rebranding to DBX Advisors, the fund family’s advisor. It’s a trend. Why do you think that is? DWS begins its value statement with: […]

MFO Ratings Updated Through June 2019

All fund risk and return metrics, ratings, and analytics have been uploaded, reflecting performance through June 2019. Some highlights: markets rebounded in June, S&P 500 up 7.0% and 18.5% year-to-date (YTD); in fact, S&P 500 is up 14.7% annualized the past 10 years, helping make-up for previous lost decade … core bonds also up 6.1% […]

Barron’s Best Mutual Funds You’ve Never Heard Of

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.” The five funds are: Bernzott US Small Cap Value (BSCVX), DF Dent Premier Growth (DFDPX), Conestoga SMid Cap Inv (CCSMX), YCG Enhanced R (YCGEX), […]

Fairholme Rebounding

As this decade comes to a close, legendary investor Bruce Berkowitz appears to be getting things right again. After making ill-timed bets on bank in 2011 and ill-advised bets on Edward Lambert and Sears in the years since, Fairholme is enjoying a resurgence. Much of the turnaround likely do to his speculation in Fannie and […]

The 25-Largest Funds

The 25-largest fund by AUM as of 31 May 2019, shown below along with YTD performance. The top 3 spots are Vanguard, as are 10 of the 25. What were the top 20 in 1999? See post here on Twitter by Morningstar’s Ben Johnson.

MFO Ratings Updated Through May 2019

All fund risk and return metrics, ratings, and analytics have been uploaded, reflecting performance through May 2019. Some highlights: all 11 sector ETFs retracted in May, most between 7 and 11%, but gains remain strong year-to-date … all positive, most between 7 and 16% 7 of 17 Timothy Plan funds on MFO’s Three Alarm list […]

AQR Fund Family Performance Sagging

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.

All Dodge & Cox Funds Trending Down

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.