Mutual Fund Observer's premium site provides an expanded set of fund search tools and mutual fund ratings updated monthly, plus additional
commentary that complements and previews our main site.
MFO Premium search tools feature:
Selectable evaluation periods (lifetime, 20, 10, 5, 3, and 1 year, plus full, down, and up market cycles) for all risk and performance metrics, better enabling direct comparison.
All share classes, not just oldest.
Fund ratings beyond those based on Martin Ratio, including Absolute Return, Sharpe and Sortino Ratios.
Compact and sortable search table outputs.
Expanded metrics, including Peer Count, Recovery Time, Portfolio Allocation, and comparisons with Category Averages.
MultiSearch is our main search tool. It will sort through
thousands of mutual funds based upon selectable criteria. More than 60 criteria can be selected simultaneously, like
Category, Bear Rating, No. of Equity Holdings, and MFO Rating. For example, up to 25 Catgeories may be selected, along with multiple risk characteristics.
Premium content also includes monthly updates of our Fund Dashboard of Profiled Funds, Great Owl Funds, Three Alarm Funds, Category Averages, and Fund Family Scorecard. Updates are
typically posted on the 4th business day of each month.
As of 23 August 2016:
When using MultiSearch tool, symbol searches will now be in addition to other criteria selected.
Database updated through month ending July 2016 using Lipper Data Feed Service for U.S. Open End funds.
Added several new searchable metrics to MultiSearch tool, including MFO Rank, ARP Rank, AUM Position (in category or out of all rated funds), Management City and State, Annualized Percent Excess Return (APER), and Fund Family Names and Ratings. See Definitions page for more details.
Family Scorecard now includes names hyperlinked to MultiSeach tool, so all funds in a family can be screened with single click.
Added Fund Family Scorecard, which measures how well funds run by the same management company have performed against their peers since inception. We've published the scorecard yearly on MFO main site since 2014 (latest in May 2016 Commentary). The card is now published monthly on premium site, along with a data table showing key fund family metrics. Here is sample output.
Added share class info to Risk Profile, along with hyperkinks on Symbols to other Risk Profile pages.
Improved algorithm to accelerate searches with multiple fund symbols (up to 25) in the MultiSearch tool.
Added Absolute Return, Sharpe Ratio, Sortino Ratio as rating criteria in the MultiSearch tool along with additional volatility derivatives. Options include quintile ratings within category or specific values of desired metrics.
MultiSearch input menu is now organized by Basic Info, Period Metrics, Composite Period Metrics, MFO Designations, Portfolio Characteristics, and Purchase Info.
Added three new Pre-Set Screens to MultiSearch tool: Smallest Drawdown Fixed Income Funds, Shortest Recovery Time Small Caps, and Lowest Ulcer Moderate Allocation Funds.
Added Categories Averages to all fixed evaluation periods in MultiSearch Risk Profile outputs.
MFO Premium is evolving: our current suite of tools is slated to expand as we add more functions that our readers and we, personally, have needed or wanted. Features in work include:
Rolling period fund performance.
Fund-to-fund correlation matrix.
Premium MFO membership is $100 per year ($85 is tax-deductible to the extent allowable under law). Create an account by clicking on LOGIN tab
above. Access is granted automatically after email verification and PayPal portal payment. Alternately, writing a check works.
(Drop us an email
when the check is in the mail and we will access you pronto.)
MFO Discussion Board members can post suggestions for the site using FEEDBACK tab above.
Or, please email any issues and we will work to make right soonest.
MFO RATINGS SUMMARY EXCEL FILE
Click here to download latest monthly summary.