Search Tools, Analytics, and Blog
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 Januray. It’s delivered […]
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 […]
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 […]
All fund risk and return metrics, ratings, and analytics have been uploaded to MFO Premium, reflecting performance through October 2019. We went live Tuesday night. Ratings were updated on 12,254 funds holding about $25 trillion in assets under management. Can you believe that? In addition to the ratings, more updates worth mentioning: Fund Fee Rating. […]
All fund risk and return metrics, ratings, and analytics have been uploaded to MFO Premium, reflecting performance through September 2019. We went live last Monday evening and today we added three new metrics (well, the first is newly revised) and attendant ratings to MultiSearch, which should be especially appealing to risk-averse investors: Bear Market Deviation, […]
All fund risk and return metrics, ratings, and analytics have been uploaded to MFO Premium, reflecting performance through August 2019. We went live Saturday evening. Lipper drops the full month-ending data about 5am Pacific the first Saturday following the last day of the month. It takes about 12 hours to prepare the data, crunch the […]
Just after midnight Vancouver Island time, we went live with our Portfolio Analysis Tool, as described in this month’s commentary. It brings together many features developed for other tools (like Watchlists and QuickSearch), but with one very unique difference … it computes in real-time the MFO risk and return metrics for the display/evaluation period specified. In […]
All fund risk and return metrics, ratings, and analytics were uploaded yesterday, reflecting performance through July 2019. Some highlights and lowlights: Deutsche rebranded from Deutsche Asset Management to DWS, following a similar rebranding to DBX Advisors, the fund family’s advisor. It’s a trend. Why do you think that is? DWS begins its value statement with: […]
Our MFO Premium site has moved! Well, actually, that’s not the biggest news. The biggest news is that we’ve adopted several new features that will make our search tools site more friendly and support its growth. The new website location is: member.mfopremium.com. Shortly, we will simply redirect visitors of current location to make the move […]
All fund risk and return metrics, ratings, and analytics have been uploaded, reflecting performance through June 2019. Some highlights: markets rebounded in June, S&P 500 up 7.0% and 18.5% year-to-date (YTD); in fact, S&P 500 is up 14.7% annualized the past 10 years, helping make-up for previous lost decade … core bonds also up 6.1% […]