MFO Premium

Expanded Search Tools and Commentary


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:
  • All U.S. Mutual Funds, ETFs, CEFs, and Insurance Funds, including all share classes.
  • Select from 38 evaluation periods (lifetime, ytd, multi-year and multi-month, plus full, down, and up market cycles) for all risk and performance metrics.
  • 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, Correlation, Rolling Averages, Up/Downside Capture, Calendar Year Returns, Batting Averages and Trend.
MultiSearch is our main search tool. It will sort through thousands of mutual funds based upon selectable criteria. More than 70 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 Dashboard of Profiled Funds, Great Owls, Three Alarm Funds, Category Averages, and Fund Family Scorecard. Updates are typically posted on the 4th or 5th business day.

As of Sunday, 10 March 2019:
  • Database updated through February 2019 using Lipper Global Data Feed for U.S. funds.
  • Portfolio watchlists now found on MultiSearch page.
  • Register for 15 January webinar.
  • Expanded MultiSearch evaluation periods from 21 to 38, as described in our November MFO commentary.
  • Batting averages, Ferguson metrics and Trend (versus 3- & 10-mo SMAs) all now available as MultiSearch screening criteria.
  • Added a Trend analysis option to MultiSearch Results page, which indicates when funds are above or below their 3- and 10-month simple moving averages (SMAs), as described in September MFO commentary.
  • Migrated to a new webhost to modernize our Account Manager and PayPal interface, as explained here.
  • Added Ferguson analysis option to MultiSearch Results page, as described in August MFO commentary.
  • Added Calendar Year Performance and Period Performance analysis options to MultiSearch Results page, including Returns, Returns vs Peers, Batting Averages, Category Averages, Peer Count, and Rank.
  • Site now using Lipper Global Data Feed, which will serve as basis for much expanded content.
  • Added Upside Capture, Downside Capture, and Capture Ratio, across all 38 evaluation periods and versus SP500, USBond, US6040, and ACIxUS indexes.
  • Added header labels to column groups in MultiSearch results table. These labels can be toggled to show only columns (metrics) in selected group.
  • Added "Group" and "Column" options on MultiSearch results page, which enable showing or hiding various metrics by group (eg., "Period Metrics") or individually.
  • Redesigned Commentary page using WordPress to better match format and features of our main site. This update also enables posting of subscriber comments, guest article submission, and site feedback.
  • Adopted encrypted link HTTPS protocols along with our SSL (Secure Sockets Layer) site certificate to best safeguard subscriber information.
  • Added new Portfolios page, enabling users to save up to 10 WatchLists of 25 Symbols from MultiSearch.
  • Added header definition pop-ups on hover in MultiSearch screener and re-enabled column reorder feature.
  • Added "Just Turned Three" and "Two Year Olds" to MultiSearch Age selection criteria.
  • Added Fund of Funds flag to MultiSearch screener.
  • Added beta and four correlation "R" metrics to MultiSearch output, including R vs Peer, R vs SP500, R vs USBond, and R vs ACIxUS.
  • Added a reference fund to each Category representing the Average of Monthly Returns. It will appear with all other funds when performing a MultiSearch screening by Category, identified with an "AV-" Symbol preface.
  • Added Life display option to Correlate tool, which will use period of youngest fund in matrix.
  • Added a Rolling Averages tool, which can be performed on all funds displayed in MuliSearch results table, as well as screened in MultiSearch itself.
  • Hyperlinked Category metric in MultiSearch tool, which enables comparison of all funds in a specific category with a single click. Other hyperlinks in MultiSearch are Symbol and Fund Family.
  • Updated Fund Names to eliminate Trust prefix and abbreviate Share Class, as applicable.
  • Added risk and performance metrics for nearly 5000 indexes. See Indexes on Category selection of MultiSearch page.
  • Revised Great Owl methodology to exclude funds under 20 years old that have an MFO Rating for its lifetime of less than 5.
  • Added PreSet Screen called "Morningstar's Forgotten," which serves as basis for David Snowball's "Left Behind" series.
  • 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" within the Analyze tool of the MultiSearch Results page.
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.

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.

Current subscribers can extend or renew subscriptions any time via ACCOUNT tab. Subscriptions can be recurring or non-recurring.

Subscribers can post comments on commentary, submit guest articles, and offer site feedback on the Commentary page. Or, please email (
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