New Decade Begins: MFO Ratings Updated – January 2020

All fund risk and return metrics, ratings, and analytics were uploaded yesterday morning to MFO Premium, reflecting performance through January 2020. While the decade for equity funds began flat or mixed, bonds were up, especially long-term (e.g., TLT +7.0%). Dodge & Cox Income (DODIX), a long-time MFO Great Owl, returned 1.6% in January. It’s delivered […]

Data Across Ten Decades

All fund risk and return metrics, ratings, and analytics have been uploaded to MFO Premium, reflecting performance through November 2019. We went live the morning of 10 December, which is typically the longest it takes. The first Saturday of the month, when Lipper (Refinitiv) drops the monthly data, occurred on the 7th. The year-end data […]

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 & […]