All fund risk and return metrics, ratings, and analytics were uploaded to MFO Premium Saturday, 30 December, reflecting performance through year-end. We used Refinitiv’s Friday data drop, which was last business day of year, to get an early peek at 2023 calendar year performance.
December is the second full year of The Great Normalization (TGN) market cycle. It also marks the 15th month of this market’s bull run and brings the Continue reading
We rolled-out our interactive Total Return Chart Tool last year, as described in Introducing MFO Charts. Recently, we integrated several new features, including enhanced styling, eliminated display restriction (previously based on youngest fund), and added a legend placement option. Here’s a Continue reading
Despite pervasive skepticism based on: Russian invasion. China US tension. Inflation. Rising rates. Bank collapses. Default fears. The S&P 500 has been climbing generally for 9 months. Axios describes this year’s market as “climbing a wall of worry.”
A strong June of 6.6% return propelled the index to 26% over its October low, which qualifies the advance as a new bull market. Continue reading
Morningstar held its annual investment conference [Morningstar Investment Conference US (MICUS) 2023] this past week beginning 24 April in Chicago, where tulip gardens bloomed on the city’s walkways.  Continue reading
This past week we upgraded our payment portal on MFO Premium from PayPal Standard to PayPal Commerce Platform. We’re hopeful the new portal will make subscribing and resubscribing easier and safer.
We introduced MFO’s Rating System nearly 10 years ago, which included metrics that we found difficult to obtain at the time, like Continue reading
On Friday, 6 January, we will be conducting our year-end webinar to review funds and MFO Premium. If you can make it, please join us by registering here. There will be just one session this year: 9 a.m. Pacific (noon Eastern).
We will use MultiSearch Pre-Set screens and other custom criteria to review fund performance in 2022. MultiSeach is the site’s main tool, enabling searches with numerous screening criteria. We will also demo some of the many features across the site.
MFO Premium includes the Continue reading
All fund risk and return metrics, ratings, and analytics were uploaded to MFO Premium today, 31 October, Halloween 2022. We used Lipper’s Friday data drop to get an early peek … and today markets seemed tame enough, so numbers should be pretty close to month’s end.
October was a decent one for equity funds, especially value. The Dow was up an extraordinary 14%. But still Continue reading
All fund risk and return metrics, ratings, and analytics were uploaded to MFO Premium Sunday, 31 July, reflecting performance through July 2022.
When we run the monthly update that close to the last business day, we will normally re-run the ratings the following Saturday to pick up any late reporting funds. This past month that version was uploaded Sunday, 7 August. We also uploaded Continue reading
In our April 2021 commentary, David highlighted: “The Total Stock Market Index is up 62% in the past 12 months. 291 funds (and uncounted ETFs) have 12-month returns in excess of 100% …” By the end of the bull run in December, that number had grown to 730 mutual funds and 1102, including ETFs. The S&P 500 ended up 90%.
If we examine just US & Global Equity funds and ETFs but exclude trading (e.g., leveraged) and sector funds, The 100 Club tallied 705 or more than a quarter of the 3000 products available in the US. Continue reading
The next MFO Premium webinar will occur Tuesday, July 12th.
Our premium search tool site helps individual investors and financial advisers 1) sort through the vast number of funds available today based on criteria important to them, 2) maintain candidate lists of promising funds to conduct further due diligence on, and 3) monitor risk and return performance of their current portfolios. Continue reading