MultiSearch Risk Profile
The Risk Profile attempts to bring all currently computed risk and performance metrics for given fund together on one (long) output page, along with the most recently published basic fund information, such expense ratio and portfolio asset allocation. Metrics are provided for various timeframes, including fund lifetime (as far back as January 1960, typically), fixed multi-year intervals, and across market cycles.

All metrics are computed using monthly total returns, excluding any load, from Lipper Global Data Feed for U.S. funds. The ratings methodology does not account for survivorship bias or category drift.

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.
  • An in-table dash indicates the metric is not available or applicable.
  • "Enhanced Strategy" infers use of leverage or hedging and/or non-traditional holdings ... the fund is not a long only portfolio of stocks, bonds, or cash.

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 12 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.
Chart can plot up to 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.

To save current Symbol selection, please choose a Watchlist to overwrite:
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

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 or overwrite an existing watchlist with Symbols from current results?
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Error deleting Watchlists.
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Error saving Watchlists ... sorry. You might try editing the Watchlists. If the error persists, please contact admin@mfopremium.com.

To save current screening criteria, please choose a Search to overwrite:
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

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


























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Use selected crieria above to create new search? Or, just save existing searches as defined below?
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To save current preferences, please choose a Preference to overwrite:
 
 
 
 
 
 
 
 
 
 

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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.
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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.
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Note: QuickSearch covers only Mutual Funds and ETFs, oldest share class.
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// 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 Summary Info only group].


Please select at least one column group.

MultiSearch Individual Column Selection


Please select using buttons below the column group you want to select columns from for inclusion in the results table.



MultiSearch Individual Column Selection


Please select using buttons below, organized in groups, the individual columns you want in the results table [default is Summary Info only columns]. You can also use this page to hide or show column groups.


Update saved Preference before conducting new search?