All fund risk and return metrics, ratings, and analytics were uploaded to MFO Premium, Saturday, 29 June, reflecting performance through mid-year. Our latest fund flow data were uploaded yesterday, Monday, 8 July. Refinitiv drops the flow data on the 1st and 3rd Saturday of each month.   We’ve scheduled our mid-year review webinar this Wednesday (tomorrow), 10 July at 11 …

Continue reading “Flows! Plus, MFO Mid-Year Review 2024”

Thank you all 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!  

Thank you all for participating in our latest webinar!   Here is link to chart deck.   And here’s link to video recording recording.   Enjoy!  

Thank you all for participating in our latest webinar. Special thanks to Lynn Bolin! It was our best attended webinar yet.   Here is link to chart deck of morning session with Lynn. It includes his charts.   And here’s link to video recording of the session.   The afternoon session was more of an …

Continue reading “MFO Premium Webinar: Guest Lynn Bolin and Back To Basics”

Thank you all for participating in our latest webinar.   Here is link to chart deck.   Here is link to video recording.  

This past Sunday, 5 July, all fund risk and return metrics, ratings, and analytics were uploaded to the site, reflecting performance through June 2020.   In the three months since March’s steep decline, just about all asset classes have advanced, some dramatically, especially technology. To review funds during this period, MultiSearch users can set Display …

Continue reading “June MFO Ratings Update”

Nearly all MFO fund ratings are relative to category peers. So, having an easy way to compare fund risk and return metrics against peer or category average performance is a helpful feature, which is precisely what the “Include Average” option enables in MultiSearch.   When MultiSearch users select “Include Averages,” along with say Dodge & …

Continue reading “Revised MultiSearch “Include” Options”