We enjoyed our best webinar day yet with about 50 participants. Please find link to charts here. Please find link to conference video here.
Category Archives: Getting Most of MFO Premium
MFO Premium Site Webinar Charts & Video – Tuesday, 15 January 2019
Thank you all for attending! Please find link to charts here. Please find link to conference video here. And, below is Brad’s beautiful big picture view … he was awesome!
New Webhost
Just migrated MFO Premium to DreamHost from SiteGround, which has hosted the site since launch in November 2015. The reason for the change is that Paypal recently started enforcing more up-to-date versions of TLS (Transport Layer Security) than were available on SiteGround’s server, so it stopped handshaking with our subscriber management software, called UserBase. …
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 …
Webinar – Premium Site Update – Thursday, 4 January 2018
We’ve enjoyed a wonderfully nice response to David’s year-end contribution challenge and held another webinar highlighting recent updates to Premium site. Thank you! Here is link to discussion charts: Webinar Charts Here is link to video: Webinar Recording
10 Perfect Funds and Other Observations Through October
TFS Funds is off to the dust bin … had been one of better performing families. ArrowPoint is now ArrowMark (I believe over trademark infringement) and has always been Meridian Funds. The MFO Scorecard has been updated accordingly.
No Losses Across 3-Year Rolling Periods
There are now nine equity funds at least 10 years old through September that have never incurred a negative return over any 3-year rolling period. There were only five last month. The four new funds just turned 10!
MFO Premium Search Tools Webinars Recordings & Intro Charts
We’ve conducted our first-ever Zoom Webinars … three this month … all sessions generated positive feedback and follow-up … several questions in first session especially. As touted by chip, thought the process was easy, which bodes well for future sessions. Here are links to our latest webinar intro charts and video: Intro Charts …
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MFO’s Fund Family Scorecard
MFO’s Fund Family Scorecard measures how well funds run by the same management company have performed against their peers since inception. We first published the card in June 2014 commentary with How Good Is Your Fund Family?, followed by updates in May 2015 and May 2016. Beginning in June 2016, our premium site updates …
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 …