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The series of charts below summarizes latest fund demographics. Simple tally of funds by asset universe, shares class, type, subtype, fund category, and other (e.g., interval funds, ESG funds). Reflects current data on MFO Premium, which is derived from Refinitiv Lipper Global Data Feed (LGDF), dated Friday, 7 July 2023. Included a couple charts on …
Continue reading “Our World – Fund Demographics”
All fund risk and return metrics, ratings, and analytics were uploaded to MFO Premium on Sunday 2 July, reflecting performance through June. Concurrent with the new cycle, described in this month’s MFO piece “Strong June Propels New Bull Market,” we introduced additional Display Period options in MultiSearch. The new periods include those covering The Great Normalization (TGN) cycle (full, bear, and …
Continue reading “Best Performing Funds Since COVID”
All fund risk and return metrics, ratings, and analytics were uploaded to MFO Premium yesterday, reflecting performance through May. The update uses Lipper’s Friday data drop, so return and drawdown performance is available through 2 June using our new Month To Date (MTD) display period. Despite pervasive skepticism based on: Russian invasion. China US tension. Inflation. Rising rates. Bank collapses. …
Continue reading “June Bloom: Welcome a New Bull Market”
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 …
Continue reading “2022 Year-End Review Webinar”
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 …
Continue reading “Worst Year Ever”
Thank you once again for participating in our Mid-Year Review and site update webinar! Here is link to chart deck. And here’s link to video recording. Enjoy!
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 …
Continue reading “The Great Normalization”
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 …
Continue reading “The Decline Continues”
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.
Yesterday, Sunday, 3 January, all fund risk and return metrics, ratings, and analytics were uploaded to MFO Premium, reflecting performance through December 2020. Given how far markets tumbled in March, most funds ended the year in positive territory, some very positive.