The Mutual Fund Observer is an entirely reader-supported non-profit operation. In setting up the site, I consciously rejected the recommendation to require a subscription because that would discourage the people who I most want to help: folks who are worried, unsure, and don’t know who to ask. Likewise, I rejected Google ads as intrusive and slightly-creepy.
As a practical matter, our ability to keep things going depends on our ability to convince you that the Observer is worthwhile for you and your willingness to support it. I’m actually happy with that arrangement: I like the challenge and it’s the same model Socrates used in his Academy. Students would complete a class, and then offer Socrates cash based on how much they thought they learned. The Mutual Fund Observer is a qualified 501(c)(3) tax-exempt organization and donations are tax-deductible to the full extent of the law. Please consult your tax advisor regarding specific questions about your deductions.
Simple options for supporting the Observer:
Join MFO Premium
We launched MFO Premium in 2015 as a way to give investors access to an expanded suite of tools and screeners and also as a tool for supporting MFO’s free content. Our fund screener, which also covers ETFs, allows you to access risk and risk/return measures that aren’t available anywhere else, to access those measures over meaningful periods (such as Full Market Cycles) and to measure the correlations between your funds over those same sorts of periods. MFO Premium is also distinctive because it’s the industry’s most responsive site; if you can make a sensible argument for why we need to do something differently, better or new, we’ll actually try to do it for you. Readers making a (mostly) tax-deductible contribution of $120 or more receive access to MFO Premium for a year.
Make a direct contribution through PayPal
Clicking on the link below will allow you to make a direct, one-time cash contribution to the Observer. PayPal will transfer your contribution to the Observer’s account, minus their handling fee (about 2.5%).
Send a check payable to Mutual Fund Observer
Several members of the community wanted to be sure that all of their contribution went to support the Observer’s operations, rather than just 97% of their contribution as with PayPal. We’re sympathetic. If you’d like to send a contribution by check, or to write for any other reason, direct it to:
Publisher, Mutual Fund Observer, Inc.
5456 Marquette Street
Davenport, IA 52806
Fund companies and advisers have the ability to purchase reprint rights for copyrighted Observer Content. If you’re interested, contact us.