Screenshots


Explore screenshots of the dozens of MFO search tools and analytics. Click screenshot to enlarge. Click again or hit ESC to exit exploded view. Use embedded controls for video screenshots.

The screenshots are organized by:
  • Site Info
  • Community Tools
  • Premium Tools
  • Premium Analytics
    - Charts, Specialized, Calendar Year, Fixed Period
Site Info Pages
WELCOME
WHAT'S NEW
DEFINITIONS
BLOG
WEBINARS
ISSUES
Community Tools
QUICKSEARCH INPUT
GREAT OWLS
RISK PROFILE
QUICKSEARCH OUTPUT
THREE ALARM
PROFILES
Premium Tools
MULTISEARCH INPUT
MULTISEARCH INPUT (Expanded)
PORTFOLIOS INPUT
FAMILIES
MULTISEARCH OUTPUT
MULTISEARCH OUTPUT (Expanded)
PORTFOLIOS OUTPUT
LAUNCHES
AVERAGES
Analytics - Charts
RETURNS
FLOWS
FLOW
TNA
Analytics - Specialized
COMPARE
ROLLING
FERGUSON
CORRELATE
TREND
QUARTERLY
Analytics - Calendar Year
RETURNS


This same tool, which covers Calendar Year periods back 1960, is available for the following metrics:

  • Returns
  • Returns vs Peers
  • Return Ratings
  • Returns vs Best-Fit Benchmark
  • Returns vs Best-Fit Benchmark Ratings
  • Returns vs ETF Benchmark
  • Returns vs ETF Benchmark Ratings
  • Batting Average
  • Return Ranking
  • Maximum Drawdown
  • Maximum Drawdown Ratings
  • Peer Averages
  • Peer Count
  • Active vs Passive Barometer
  • Flows, $
  • Flows, %
  • Total Net Assets
  • Category Flows, $
  • Category Flows, %
  • Category Total Net Assets
Analytics - Fixed Period
RETURNS


This same tool, which covers dozens of Fixed Period periods, is available for the following metrics:

  • Returns
  • Returns vs Peers
  • Return Ratings
  • Returns vs Best-Fit Benchmark
  • Returns vs Best-Fit Benchmark Ratings
  • Returns vs ETF Benchmark
  • Returns vs ETF Benchmark Ratings
  • Alpha
  • Alpha Ratings
  • Batting Average
  • Family Ratings
  • Return Ranking
  • Maximum Drawdown
  • Maximum Drawdown Ratings
  • Peer Averages
  • Peer Count
  • Active vs Passive Barometer
  • Family Scorecard
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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.
Fund limit for this analytics tool is . Either refine search or select rows accordingly.
Fund limit for this analytics tool is . If search is completed, select rows from results table below; otherwise, complete the search.
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?
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.

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:


























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

























Use selected crieria above to create new search? Or, just save existing searches as defined below?
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.

To save current preferences, please choose a Preference to overwrite:
 
 
 
 
 
 
 
 
 
 

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 or overwrite existing 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 correct entry: in
Please correct entry: in
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.
This nickname already exists. Please choose another nickname.
// 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?