Revised MultiSearch “Include” Options

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 & Cox […]

MFO Premium Site Webinar Charts & Video – Wednesday, 15 May 2019

We enjoyed our best webinar day yet with about 50 participants. I actually wore a tie (ha!) and displayed our new MFO Coffee Mug (thank you David) to mark the progress we’ve made on the site. Can’t thank you enough for your continued support! Please find link to charts here. Please find link to conference […]

MFO Premium Site Webinar Charts & Video – Tuesday, 15 January 2019

Thank you all for attending! Please find link to charts here. Please find link to conference video here. And, below is Brad’s beautiful big picture view … he was awesome!

Register for Webinar – 15 January 2019

As highlighted in this month’s commentary, we have two sessions planned, one hour each nominally, on Tuesday 15 January 2019 at 2pm and 5pm eastern … 11am and 2 pm pacific. Like last time, we will employ easy-to-use the Zoom web conferencing tool. Brad Ferguson of Halter Ferguson Financial will highlight how he uses the […]

New Webhost

Just migrated MFO Premium to DreamHost from SiteGround, which has hosted the site since launch in November 2015. The reason for the change is that Paypal recently started enforcing more up-to-date versions of TLS (Transport Layer Security) than were available on SiteGround’s server, so it stopped handshaking with our subscriber management software, called UserBase. That […]

2017 Performance of Largest Funds by AUM

A bit old news, but here are 2017 risk/return metrics for the top 10 US funds by assets under management (AUM), sorted by AUM. Eight index funds. Two ETFs SPY and IVV. Six Vanguard funds. The two actively managed funds, both American Funds, generate the about same fee annually $2.5B as the six Vanguard funds […]

Webinar – Premium Site Update – Thursday, 4 January 2018

We’ve enjoyed a wonderfully nice response to David’s year-end contribution challenge and held another webinar highlighting recent updates to Premium site. Here is link to discussion charts: Webinar Charts Here is link to video: Webinar Recording Thank you!

Terrific Twos: The Top-Performing Two-Year-Old Funds

We thought we’d start continue up with the 130 U.S. equity funds which have passed their second anniversary but have not yet reached their third, which is when conventional trackers such as Morningstar and Lipper pick them up. As Charles has repeatedly demonstrated, the screener at MFO Premium allows you to answer odd and interesting […]

Terrible Twos? The two-year-old funds which are most out-of-step with their peers …

We thought we’d start catching up with the 130 U.S. equity funds which have passed their second anniversary but have not yet reached their third, which is when conventional trackers such as Morningstar and Lipper pick them up. As Charles has repeatedly demonstrated, the screener at MFO Premium allows you to answer odd and interesting […]

10 Perfect Funds and Other Observations Through October

TFS Funds is off to the dust bin … had been one of better performing families. ArrowPoint is now ArrowMark (I believe over trademark infringement) and has always been Meridian Funds. The MFO Scorecard has been updated accordingly.