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 …

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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 …  

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 …

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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 …

Continue reading “Best Money Market Funds”

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.”  

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.  

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.