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 7 December 2017:
Database updated through month ending November 2017 using Lipper Data Feed Service for U.S. Open End funds.
Added new Portfolios page, enabling users to save up to 10 WatchLists of 20 Symbols from MultiSearch.
Added header definition pop-ups on hover in MultiSearch screener and re-enabled column reorder feature.
Added "Just Turned Three" and "Two Year Olds" to MultiSearch Age selection criteria.
Added Fund of Funds flag to MultiSearch screener.
Added beta and four correlation "R" metrics to MultiSearch output, including R vs Peer, R vs SP500, R vs USBond, and R vs ACIxUS.
Added a reference fund to each Category representing the Average of Monthly Returns. It will appear with all other funds when performing a MultiSearch screening by Category, identified with an "AV-" Symbol preface.
Added Life display option to Correlate tool, which will use period of youngest fund in matrix.
Added a Rolling Averages tool, which can be performed on all funds displayed in MuliSearch results table, as well as screened in MultiSearch itself.
Hyperlinked Category metric in MultiSearch tool, which enables comparison of all funds in a specific category with a single click. Other hyperlinks in MultiSearch are Symbol and Fund Family.
Updated Fund Names to eliminate Trust prefix and abbreviate Share Class, as applicable.
Added risk and performance metrics for nearly 5000 indexes. See Indexes on Category selection of MultiSearch page.
Revised Great Owl methodology to exclude funds under 20 years old that have an MFO Rating for its lifetime less than 5.
Added PreSet Screen called "Morningstar's Forgotten," which serves as basis for David Snowball's "Left Behind" series.
Additional data on AMG Chicago Equity Partners Balanced (MBEAX) in Commentary.
Removed load from MFO ratings methodology following Morningstar's lead, citing "approximately half of A share class investors don’t pay the full load."
Added vertical scrollbar to MultiSearch Results page, allowing headers to remain on screen when viewing large tables. The vertical scroll window will dynamically span about 2/3 of the browser window when viewing with relatively modern browsers.
Redesigned action buttons, like Correlate, on MultiSearch Results page, as well as enabled simultaneous execution of MultiSearch from multiple browser windows.
A Correlation Matrix can now be performed for up to 12 funds across seven evaluation periods. Just click "Correlate" button on the MultiSearch Results page.
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:
Additional evaluation periods.
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
(firstname.lastname@example.org) 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 (email@example.com) any issues and we will work to make right soonest.
MFO RATINGS SUMMARY EXCEL FILE
Click here to download latest monthly summary.