Profiles Dashboard
The Profiles Dashboard helps users identify funds of interest based on in-depth fund profiles provided in the monthly MFO commentary. This tool first appeared in August 2013, as described in Dashboard of Profiled Funds.



All funds profiled are grouped by broad investment Type (BD - Bond, ALT - Alternative, MA - Mixed Asset, EQ - Equity). Within each Type, funds are listed initially by risk (aka volatility): lowest risk on top, highest risk on bottom. Life-time annualized returns (APR) are compared against cash (3-mo TBill), aggregate US bonds, S&P 500, and category peers. Returns that beat are highlighted. Great Owl  GO  funds are also highlighted. "Enhanced Strategy" infers leverage or non-traditional holdings. Names are hyperlinked to original Fund Profiles. Symbols are hyperlinked to current Risk Profiles. Funds must be at least three months old to be included.

MultiSearch found funds meeting your criteria, exceeding fund display limit. Only first funds with highest APR will be displayed. Or, you can narrow search with additional criteria.
Compare can be performed on 1 fund minimum and 10 funds maximum. Either refine search or select rows accordingly.
Correlations can be performed on 2 funds minimum and 12 funds maximum. Either refine search or select rows accordingly.
Please select rows you wish to delete (by clicking on them) before hitting Delete button.
Please select up to 100 rows (funds) to save to Watchlist. Either refine search or select rows accordingly.
Please select evaluation (Display) period.
Your allocation must be from 0% to 100%. Allocation will be divided evenly for any unallocated funds in the portfolio, as applicable.

Your Watchlists are full. To save current Symbol selection, please choose a Watchlist to delete:
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

You are about to overwrite the Watchlist(s) below in your profile. To confirm overwrite or to cancel, please select button accordingly:


























Your saved Watchlists are different from the ones you are running. To confirm overwrite or run without saving, select from buttons below:


























Note: Watchlists can be saved to your profile from the MultiSearch Results page via the Export button. So, a good way to test for candidate Watchlists is to run Search using the normal Symbol input entry or other criteria.
Create a new watchlist based on current results?
Would you like to nickname the new watchlist now?

Error deleting Watchlists.
Watchlists saved successfully.
Watchlist was saved successfully.
Error saving Watchlists ... sorry. You might try editing the Watchlists. If the error persists, please contact admin@mfopremium.com.

Your Searches are full. To save current screening criteria, please choose a Search to delete:
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

You are about to overwrite the Search(s) below in your profile. To confirm overwrite or to cancel, please select button accordingly:


























Your saved Searches are different from the ones you are running. To confirm overwrite or run without saving, select from buttons below:

























Create a new search based on the selected criteria above?
Create a new search based on current criteria?
Would you like to nickname the new search now?

Error deleting Searches.
Search was saved successfully.
Searches saved successfully.
Error saving Searches ... sorry. You might try editing the Searches. If the error persists, please contact admin@mfopremium.com.

Your Preferences are full. To save current preferences, please choose a Preference to delete:
 
 
 
 
 
 
 
 
 
 

You are about to overwrite the Preference(s) below in your profile. To confirm overwrite or to cancel, please select button accordingly:











Your saved Preferences are different from the ones you are setting. You can cancel or confirm overwrite with buttons below:










Create a new preference based on current settings?
Would you like to nickname the new preference now?

Error deleting Preferences.
Preference was saved successfully.
Preferences saved successfully.
Error saving Preferences ... sorry. You might try editing the Preferences. If the error persists, please contact admin@mfopremium.com.

You are about to overwrite the Portfolio(s) below in your profile. To confirm overwrite or to cancel, please select button accordingly:


























Your saved Portfolios are different from the ones you are running. To confirm overwrite or run without saving, select from buttons below:

























Error deleting Portfolios.
Portfolios saved successfully.
Error saving Portfolios ... sorry. You might try editing the Portfolios. If the error persists, please contact admin@mfopremium.com.
Sorry, something is wrong ... two failed attempts to read a required datafile. The search tool will keep trying or you can cancel and try again.
If the problem persists, please try reloading or exiting the browser page and then returning to MFO Premium.
If the problem still persists, please contact admin@mfopremium.com to get the issue resolved soonest.
Funds not found.
Please specify additional criteria.
Please correct entry:
Please correct entry:

Note: QuickSearch covers only Mutual Funds and ETFs, oldest share class.
Please limit search to . Eliminate .
names must have a minimum of two letters to search.
Please wait momentarily while MultiSearch finishes pre-loading data.
// new approach to column selection ... 12jun21

MultiSearch Column Group Selection


Please select using buttons below the column group or groups you want in the results table (default is all groups).

Please select at least one column group.

MultiSearch Individual Column Selection


Please select using buttons below, organized in groups, the individual columns you want in the results table (default is all columns). You can also use this page to hide or show column groups.