MFO Ratings Updated Through June 2019

All fund risk and return metrics, ratings, and analytics have been uploaded, reflecting performance through June 2019.


Some highlights …


  • Markets rebounded in June, S&P 500 up 7.0% and 18.5% year-to-date (YTD); in fact, S&P 500 is up 14.7% annualized the past 10 years, helping make-up for previous lost decade … core bonds also up 6.1% YTD.

  • The following funds have smaller assets under management ($250M or less), dual MFO Great Owl and Honor Roll designations, and delivered 20-30% YTD: DF Dent Premier Growth (DFDPX), DF Dent MidCap Growth Inv (DFDMX), YCG Enhanced R (YCGEX), Wasatch Global Opportunities Inv (WAGOX), which Robert Gardiner once managed, and Sarofim Equity (SRFMX), which David profiled in 2014.

  • Hodges Capital of Dallas, TX remains in the bottom quintile of MFO’s Fund Family Scorecard … 4 of 5 Hodges’ funds are on MFO’s Three Alarm list.

  • Added 6, 8, and 9-yr evaluation periods to MultiSearch, bringing total to 42.

Plus, encore reminder that we will be introducing a new user portal, which will make it easier for users to subscribe (including corporate accounts with up to 10 users), renew/extend, and reset passwords. It should roll-out this month. Once live, we will be stopping the auto-renewal feature, which we believe has become a presumptive practice.


As always, if you see anything amiss or have suggestions for improvement, let us know and we will respond soonest.


Please enjoy the latest data.