Welcome
Mutual Fund Observer's premium site provides fund screening tools, analytics, and ratings, plus additional
commentary to complement our main site. Our ratings update monthly and our FLOW tool, which combines fund flow,
assets, and return, updates daily.
MultiSearch, our main search tool, will sort through thousands of funds based on up to 300 screening criteria. Its Pre-Set Screens provide an easy way to get a quick overview on markets and notable funds. The example below depicts risk and return metrics for the Dodge & Cox fund family during the current market cycle, coined "The Great Normalization." Only a few of the more than 1000 metrics available in the table are illustrated.
Other tools include Flows, Family Scorecard, Dashboard of Launch Alerts, Portfolios, Category Averages, MFO Charts, and Quick Access Analytics, plus our legacy QuickSearch, Risk Profile, Dashboard of Profiled Funds, Great Owls and Three Alarm Funds. Visit Screenshots page to preview all.
Performance updates are posted monthly, typically on first Saturday of the month. Month-to-date performance and other ancillary info, like holdings, are updated weekly. Flows are updated 1st and 3rd Saturday of the month, but our comprehensive FLOW tool updates daily.
MultiSearch, our main search tool, will sort through thousands of funds based on up to 300 screening criteria. Its Pre-Set Screens provide an easy way to get a quick overview on markets and notable funds. The example below depicts risk and return metrics for the Dodge & Cox fund family during the current market cycle, coined "The Great Normalization." Only a few of the more than 1000 metrics available in the table are illustrated.
Other tools include Flows, Family Scorecard, Dashboard of Launch Alerts, Portfolios, Category Averages, MFO Charts, and Quick Access Analytics, plus our legacy QuickSearch, Risk Profile, Dashboard of Profiled Funds, Great Owls and Three Alarm Funds. Visit Screenshots page to preview all.
Performance updates are posted monthly, typically on first Saturday of the month. Month-to-date performance and other ancillary info, like holdings, are updated weekly. Flows are updated 1st and 3rd Saturday of the month, but our comprehensive FLOW tool updates daily.
Features
- Lipper Global Data Feed and Lipper Global Flow Feed.
- U.S. Mutual Funds, ETFs, ETNs, CEFs, Interval and Insurance Funds.
- All share classes, survivors only.
- Extensive risk and return metrics back to 1960.
- Key US index and allocation performance back to 1926.
- Tailorable, sortable, and exportable result tables.
- Storable Watchlists, Searches, and Preferences.
- Some 145 evaluation periods, including lifetime, YTD, multi-year, multi-month, decadal, calendar decade, plus full, bear, bull and other unique market cycles.
- A suite of analytics: Flows, Correlation, Rolling Averages, Up/Downside Capture, Calendar Year and Fixed Period Metrics, Batting Averages, Benchmark Comparisons, Trend and Momentum, Lipper Leaders, Category Averages and Ferguson Metrics.
How to subscribe?
Premium MFO membership is $120 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. (You do not need a PayPal account to use the portal.) Writing a check also works. Drop us an email (david@mutualfundobserver.com) 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. All subscriptions are non-recurring (we don't believe in auto-renewal).
User feedback drives near continuous site upgrades, so if you have any issues, see something amiss, or have suggestions for improvement, please email (admin@mfopremium.com). We will address soonest.
Premium MFO membership is $120 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. (You do not need a PayPal account to use the portal.) Writing a check also works. Drop us an email (david@mutualfundobserver.com) 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. All subscriptions are non-recurring (we don't believe in auto-renewal).
User feedback drives near continuous site upgrades, so if you have any issues, see something amiss, or have suggestions for improvement, please email (admin@mfopremium.com). We will address soonest.
Mutual Fund Observer, Inc.
5456 Marquette Street
Davenport, IA 52806
5456 Marquette Street
Davenport, IA 52806