MultiSearch Watchlists Temporarily Down

Dear MFO Premium Subscribers.

We apologize, but the Watchlists feature in our main MultiSearch tool will be down temporarily until we transition to the new user portal. The traditional login/account page will also be temporarily disabled (shhh…).

Our web host performed a server upgrade last night that took us off-line for about an hour, but worse, the upgrade adversely affected (aka “whacked”) our current user portal, which in turn impacted MultiSearch, ScoreCard, Averages, and Login.

Will be sending email around once we transition to new portal shortly, which will greatly improve user ability to set re-passwords, extend subscriptions, and the enhance overall use of the site.

It will be rolled-out along with several other improvements targeted at site responsiveness.

We will be extending all subscriptions by two months for the inconvenience this transition may cause.

Thanks, as always, to the good folks that alerted us to the issues this morning.

c

MFO Ratings Updated Through June 2019

All fund risk and return metrics, ratings, and analytics have been uploaded, reflecting performance through June 2019.

Some highlights:

  • markets rebounded in June, S&P 500 up 7.0% and 18.5% year-to-date (YTD); in fact, S&P 500 is up 14.7% annualized the past 10 years, helping make-up for previous lost decade … core bonds also up 6.1% YTD
  • the following funds have smaller assets under management ($250M or less), dual MFO Great Owl and Honor Roll designations, and delivered 20-30% YTD: DF Dent Premier Growth (DFDPX), DF Dent MidCap Growth Inv (DFDMX), YCG Enhanced R (YCGEX), Wasatch Global Opportunities Inv (WAGOX), which Robert Gardiner once managed, and Sarofim Equity (SRFMX), which David profiled in 2014
  • Hodges Capital of Dallas, TX remains in the bottom quintile of MFO’s Fund Family Scorecard … 4 of 5 Hodges’ funds are on MFO’s Three Alarm list
  • added 6, 8, and 9-yr evaluation periods to MultiSearch, bringing total to 42

Plus, encore reminder that we will be introducing a new user portal, which will make it easier for users to subscribe (including corporate accounts with up to 10 users), renew/extend, and reset passwords. It should roll-out this month. Once live, we will be stopping the auto-renewal feature, which we believe has become a presumptive practice.

As always, if you see anything amiss or have suggestions for improvement, let us know and we will respond soonest.

Please enjoy the latest data.

c

Barron’s Best Mutual Funds You’ve Never Heard Of

Recently, I subscribed to Barron’s, thanks to recommendations from folks on MFO Discussion Board.

Here’s link to sweet piece by Daren Fonda, entitled “The Best Mutual Funds You’ve Never Heard Of.”

The five funds are: Bernzott US Small Cap Value (BSCVX), DF Dent Premier Growth (DFDPX), Conestoga SMid Cap Inv (CCSMX), YCG Enhanced R (YCGEX), and Homestead Value (HOVLX).

Four are MFO Honor Roll funds, two are MFO Great Owls.

Here’s how they look in MultiSearch, launch through May 2019: