MFO Ratings Updated Through July 2020 … New Bull Market

All fund risk and return metrics, ratings, and analytics reflecting performance through July 2020 were uploaded to MFO Premium on Tuesday, 4 August. There’s a lot worth pointing out this month … Recovery Given the severity of March’s drawdown and the impact of CV-19 to world health and global economies, I find it remarkable that […]

MFO Ratings Updated Through April 2020

All fund risk and return metrics, ratings, and analytics have been uploaded to MFO Premium, reflecting performance through April 2020, which was the first positive month for S&P 500 this year. Considering the shock to global economies caused by CV-19, year-to-date returns don’t seem so bad … S&P 500 off just 9.3% (thank you FAAMG). […]

Damage Assessment: MFO Ratings Updated Through March 2020

All fund risk and return metrics, ratings, and analytics were uploaded yesterday to MFO Premium, reflecting performance through March 2020. It was a bad month. The pandemic’s economic impact is reminiscent of the financial crisis, only transpiring much faster. The world was unprepared. Hearing about “CV-19” at first seemed remote and contained, like the term […]

MFO Ratings Updated Through February 2020

All fund risk and return metrics, ratings, and analytics have been uploaded to MFO Premium, reflecting performance through February 2020. February marked the 11th full year of the current bull market, which began March 2009. But that was little conciliation to equity investors who suffered one of worst months in recent history with the S&P […]

MFO Premium’s Best Funds of the Decade

Yesterday, all fund risk and return metrics, ratings, and analytics were uploaded to MFO Premium, reflecting performance through December 2019 … end of the decade. The decade brought us: Low Volatility. By several measures, it was the lowest in decades, as described in Historically Low Volatility. In 2017, there was a stretch of 12 consecutive […]

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 […]

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 […]