Blog – Page 5 – MFO Premium

MFO Ratings Updated Through February 2020

All fund risk and return metrics, ratings, and analytics have been uploaded to MFO Premium, reflecting performance through February 2020.

February marked the 11th full year of the current bull market, which began March 2009. But that was little conciliation to equity investors who suffered one of worst months in recent history with the S&P 500 retracting 8.2%. The 11 sector ETFs were down between 7% (health) and 14% (energy). Safe haven was found only in bond funds, especially long duration, and some alternative strategy funds.

New Decade Begins: MFO Ratings Updated – January 2020

All fund risk and return metrics, ratings, and analytics were uploaded yesterday morning to MFO Premium, reflecting performance through January 2020.

While the decade for equity funds began flat or mixed, bonds were up, especially long-term (e.g., TLT +7.0%). Dodge & Cox Income (DODIX), a long-time MFO Great Owl, returned 1.6% in January. It’s delivered nearly 10% this past year and regularly rewards with a 3% dividend.

Continue reading “New Decade Begins: MFO Ratings Updated – January 2020”

MFO Premium Site Webinar – Wednesday, 15 January 2020

Thank you all for participating in yesterday’s webinar.

Here is link to chart deck.

Here is link to video recording.

Continue reading “MFO Premium Site Webinar – Wednesday, 15 January 2020”

MFO Premium’s Best Funds of the Decade

Yesterday, all fund risk and return metrics, ratings, and analytics were uploaded to MFO Premium, reflecting performance through December 2019 … end of the decade.

The decade brought us …

Data Across Ten Decades

All fund risk and return metrics, ratings, and analytics have been uploaded to MFO Premium, reflecting performance through November 2019.

We went live the morning of 10 December, which is typically the longest it takes. The first Saturday of the month, when Lipper (Refinitiv) drops the monthly data, occurred on the 7th.

The year-end data and attendant ratings should post the weekend of 4 January. It will mark the 60th year of Refinitiv’s database.

Revised MultiSearch “Include” Options

Nearly all MFO fund ratings are relative to category peers. So, having an easy way to compare fund risk and return metrics against peer or category average performance is a helpful feature, which is precisely what the “Include Average” option enables in MultiSearch.

When MultiSearch users select “Include Averages,” along with say Dodge & Cox fund family, they will now get risk and return metrics on 12 results across the evaluation period selected: the six D&C funds and the six corresponding Category averages. Similarly, selecting “Include Benchmarks” will result in the so-called Lipper Global (LG) Benchmarks. Yes, selecting both will yield 18 results! These new options also work with Watchlists.

Continue reading “Revised MultiSearch “Include” Options”

MFO Ratings Updated Through October 2019

All fund risk and return metrics, ratings, and analytics have been uploaded to MFO Premium, reflecting performance through October 2019.

We went live Tuesday night. Ratings were updated on 12,254 funds holding about $25 trillion in assets under management. Can you believe that?

In addition to the ratings, more updates worth mentioning:

MFO Ratings Updated Through September 2019, plus New Metrics for Risk-Averse Investors

All fund risk and return metrics, ratings, and analytics have been uploaded to MFO Premium, reflecting performance through September 2019.

We went live last Monday evening and today we added three new metrics (well, the first is newly revised) and attendant ratings to MultiSearch, which should be especially appealing to risk-averse investors …

MFO Ratings Updated Through August 2019

All fund risk and return metrics, ratings, and analytics have been uploaded to MFO Premium, reflecting performance through August 2019.

We went live Saturday evening. Lipper drops the full month-ending data about 5am Pacific the first Saturday following the last day of the month. It takes about 12 hours to prepare the data, crunch the ratings, and refresh our site.

Some brief background on Lipper Analytical Services, according to Wikipedia and NYT …

Continue reading “MFO Ratings Updated Through August 2019”

Our New Portfolio Analysis Tool

Just after midnight Vancouver Island time, we went live with our Portfolio Analysis Tool, as described in this month’s commentary.

It brings together many features developed for other tools (like Watchlists and QuickSearch), but with one very unique difference … it computes in real-time the MFO risk and return metrics for the display/evaluation period specified.

Continue reading “Our New Portfolio Analysis Tool”