MFO Premium Site Webinar Charts & Video – Tuesday, 7 August 2018

Thank you all for attending our recent webinars!

Please find chart deck here.

Please find link to video recording (of initial session) here.


Grandeur Peak

Grandeur Peak, recommended strongly by David (and Sam), continues to be an MFO Top Fund Family. All seven of its funds have beaten their peers handsomely since launch. Its two open funds, Global Stalwarts (GGSOX) and International Stalwarts (GISYX), have done particularly well this past year. That said, all seven are experiencing five months of drawdown.

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Cambria’s Global Value ETF (GVAL)

Looks like GVAL has crushed competition in Global Large Cap Value category this past year thru March. Top quintile performance in absolute and risk adjusted returns, including Sharpe, Sortino, and Martin. Its 3-year numbers look good too!

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Natixis Sustainable Future

Perfect scores for young target-date fund series Natixis Sustainable Future. (David calls 1-2 yr old funds “Rookies.”) Honestly, hard to follow just who’s managing giving all the name changes. Still, hats-off. (Hope they … whoever they is … lock-in the “after-waivers” er.)

New Launches

222 US mutual funds and ETFs were launched in first quarter: 90 ETFs, 87 index, 53 fund of funds, 7 socially conscious. Vanguard’s six new “actively managed” quant ETFs all performed well out of the gate.

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.

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2017 Performance of Largest Funds by AUM

A bit old news, but here are 2017 risk/return metrics for the top 10 US funds by assets under management (AUM), sorted by AUM. Eight index funds. Two ETFs SPY and IVV. Six Vanguard funds. The two actively managed funds, both American Funds, generate the about same fee annually $2.5B as the six Vanguard funds combined (click on image to enlarge).

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Number of US Funds

Half of today’s nearly 10,000 US mutual funds & ETFs did not exist 10 years ago. Half of those did not exist 20 years ago. Making for a sort of net effective half-life (or doubling-time) of 10 years. Only 10% existed 30 years ago or say a about generation ago. Only 66 date back to January 1960.

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Register for Webinar Premium Site Update – Thursday, 4 January 2018

We’ve enjoyed a wonderfully nice response to David’s year-end contribution challenge and thought to hold another webinar highlighting recent updates to Premium site.

Currently, have scheduled two sessions, one hour nominally, on Thursday 4 January 2018 at 11am and 5pm eastern.

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

Please register here for morning session:

Or, here for afternoon session:

Thank you!

Here is link to discussion charts: Webinar Charts

Here is link to video: Webinar Recording

Terrific Twos: The Top-Performing Two-Year-Old Funds

We thought we’d start continue up with the 130 U.S. equity funds which have passed their second anniversary but have not yet reached their third, which is when conventional trackers such as Morningstar and Lipper pick them up. As Charles has repeatedly demonstrated, the screener at MFO Premium allows you to answer odd and interesting questions. When markets are rising, everybody’s question is the same: who’s making the most?

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