MFO Premium Site Webinar Charts & Video – Wednesday, 15 May 2019

We enjoyed our best webinar day yet with about 50 participants.

I actually wore a tie (ha!) and displayed our new MFO Coffee Mug (thank you David) to mark the progress we’ve made on the site.

Can’t thank you enough for your continued support!

Please find link to charts here.

Please find link to conference video here.

Please feel free to reach-out at any time with questions and suggestions via email: charles@mutualfundobserver.com. We can even schedule a Zoom teleconference at your convenience.

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Register for MFO Premium Webinar – Wednesday, 15 May 2019

As highlighted in this month’s commentary, we have two sessions planned, one hour each nominally, on Wednesday, 15 May 2019 at 2 pm and 5 pm eastern … 11 am and 2 pm pacific.

Like last time, we will employ easy-to-use Zoom web conferencing tool.

Intention is to help walk users with the new QuickSearch tool, a “lite” version of MultiSearch, plus provide an update on our premium site’s latest features, like the Compare tool, empty column hide option, and ability to export (up to 25) funds from results table to Watchlists.

Please register here for the first session, or here for the second session.

Thank you!

Register for Webinar – 15 January 2019

As highlighted in this month’s commentary, we have two sessions planned, one hour each nominally, on Tuesday 15 January 2019 at 2pm and 5pm eastern … 11am and 2 pm pacific.

Like last time, we will employ easy-to-use the Zoom web conferencing tool.

Brad Ferguson of Halter Ferguson Financial will highlight how he uses the premium site to find funds that best match his clients needs … and “the next Robert Gardiner.”

We’ll also discuss latest upgrades, including a lightning fast, highly addictive MultiSearch tool … should load today!

If you’ve not already done so, please register here for first session:

https://zoom.us/meeting/register/c6501c7fc6e7d51bd746f627e8486654

Or, here for second session:

https://zoom.us/meeting/register/ff9379c674d9c5a6d746f627e8486654

Thank you!

Fund Category Leaders by AUM

Vanguard by far has largest number of funds leading their respective categories in assets under management, as seen in table below. At 44, that’s almost 30% of the 155 categories Lipper tracks.

Pulling on this one a bit more … Vanguard has 178 funds in 81 categories,  so with 44 of its funds leading their categories in AUM, Vanguard leads more that half of the categories it “competes” in! Wow.

Continue reading “Fund Category Leaders by AUM”

MFO’s Fund Family Scorecard

MFO’s Fund Family Scorecard measures how well funds run by the same management company have performed against their peers since inception.

We first published the card in June 2014 commentary with How Good Is Your Fund Family?, followed by updates in May 2015 and May 2016. Beginning in June 2016, our premium site updates the card monthly and provides fund family metrics.

Continue reading “MFO’s Fund Family Scorecard”