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 5 May 2017:
Database updated through month ending April 2017 using Lipper Data Feed Service for U.S. Open End funds.
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.
When using MultiSearch tool, symbol searches will now be in addition to other criteria selected.
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.
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.
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
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.