Thank you all for attending! Please find link to charts here. Please find link to conference video here.
MFO Premium Site Webinar Charts & Video – Tuesday, 15 January 2019
Category Archives: Getting Most of MFO Premium
New Webhost
Just migrated MFO Premium to DreamHost from SiteGround, which has hosted the site since launch in November 2015.
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 …
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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. Thank you! Here is link to discussion charts: Webinar Charts Here is link to video: Webinar Recording
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 …
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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 …
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.
No Losses Across 3-Year Rolling Periods
There are now nine equity funds at least 10 years old through September that have never incurred a negative return over any 3-year rolling period. There were only five last month. The four new funds just turned 10!
MFO Premium Search Tools Webinars Recordings & Intro Charts
We’ve conducted our first-ever Zoom Webinars … three this month … all sessions generated positive feedback and follow-up … several questions in first session especially. As touted by chip, thought the process was easy, which bodes well for future sessions. Here are links to our latest webinar intro charts and video: Intro Charts …
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MFO’s Fund Family Scorecard
MFO’s Fund Family Scorecard measures how well funds run by the same management company have performed against their peers since inception. We first published the card in June 2014 commentary with How Good Is Your Fund Family?, followed by updates in May 2015 and May 2016. Beginning in June 2016, our premium site updates …
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