QuickSearch Tool
QuickSearch replaces the "Miraculous MultiSearch" and Risk Profile tools from our main site. It will sort through thousands of funds for a few select criteria. Top-level risk and return metrics can be displayed for 20, 10, 5, 3 or 1-year periods (3-year is default).

The Asset Universe for QuickSearch is Mutual Funds and Exchange Traded Funds (ETFs). It will screen for Oldest Share Class.

Search results for up to 300 funds matching specified criteria. If a search exceeds the display limit, QuickSearch will truncate funds with lowest APR. Or, you can refine search criteria.

Enter a single fund symbol (with radio buttton "Yes") to produce a detailed Risk Profile, which includes metrics and ratings for various evaluation periods, as applicable, and comparisons with various indices, reference funds, and category averages. Enter these shortcuts for the following: TBill - US 3-Month Treasury Bill Total Return Index, USBond - Barclays US Aggregate Total Return Index, US6040 - US Balanced SP500/USBond 60/40 Total Return Index, SP500 - S&P 500 Monthly Reinvested Index, and ACIxUS - MSCI All Country World minus US Gross Dividends Reinvested Index. Symbols searches are in addition to other criteria selected.

See Definitions page for complete and detailed glossary.
Select Criteria

Display Period


Category


Age


Profiled Funds?


Fund Symbols
Get Risk Profile when just a single symbol is submitted:  Yes   No

MFO Rating


MFO Risk


Great Owl (GO) Funds?


Fund Alarm Rating


Fund Names
Or partial names (e.g., Vanguard 500, Artisan, Oakmark)...



QuickSearch Results
All risk and return metrics computed using monthly total returns, excluding any load, from Lipper Global Data Feed for U.S. funds and apply to display period indicated. The ratings methodology does not account for survivorship bias or category drift.

Some tips to using the table:
  • Sorting: Click headers to sort rows (hold Shift key for secondary/tertiary sorts).
  • Definitions: Hover over headers for short definitions of column metrics.
  • Rows: Set number of rows (funds) shown. Default is 100.
  • Export: Copy or Save results table in CSV format, or generate printer-friendly PDF.
  • Selection: Select individual rows (funds) by clicking on any non-hyperlinked cell in the row.
  • Hyperlinks: Symbols are hyperlinked to Risk Profiles. Categories hyperlinked to QuickSearch results of their respective categories.
  • Reset: Click "Reset" button to return to original search result and sort order.
Brief key to some table metrics (see Definitions page for complete and detailed glossary):



  • Great Owl:  GO  funds are top qunitile funds in their categories based on Martin for periods of 20, 10, 5 and 3 years, as applicable, oldest share class (OSC) only.

  • Fund Alarm Ratings: Three Alarm  TA  for bottom quintile absolute return in category for past 5, 3, and 1 year periods, OSC only; Honor Roll  HR  for top quintile.

  • Dash: An in-table dash (or empty cell) indicates metric is not available or
    applicable.


Selected Search Criteria



Display Period
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 for MultiSearch to finish pre-loading. Search will then launch automatically.
// 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.