May 2019 IssueLong scroll reading

New MFO Search Tools Publicly Available

By Charles Boccadoro

We’ve supplanted our “Miraculous MultiSearch” and Risk Profile search tools with QuickSearch, which is now available on the MFO Premium site. It offers more features and is updated monthly. We’ve also consolidated our Great Owl, Three Alarm, and Dashboard (of Profiled Funds) tools to the MFO Premium site, similar info as before but more user-friendly and also updated monthly. All these tools remain available to public and trace back, in fact, to our legacy Fund Alarm site.

To help walk users through these tools, as well as to provide an update on our premium site’s latest features, we’ve scheduled a webinar for Wednesday, May 15th. Once again, two sessions are planned, one hour each nominally, at 2pm and 5pm eastern … 11am and 2 pm pacific. Like last time, we will employ easy-to-use the Zoom web conferencing tool. Please register here for the first session,  or here for the second session.

Here is the new search page, which includes the ability to screen for Great Owl, Three Alarm, Honor Roll and MFO Profiled funds …

Below are the 3-year risk and return metrics of the top 10 screened funds (excluding specialized sector categories), sorted by Annualized Percent Return (APR). It includes funds like Akre Focus Retail (AKREX) and T Rowe Price New Horizons (PRNHX), which have handsomely rewarded its investors.

MFO Premium’s main tool, also called “MultiSearch,” remains available to subscribers and contributors of MFO. It features stored WatchLists and Pre-Set Screens and enables searches based on up to 80 criteria, across 38 evaluations periods, for all U.S. Mutual Funds, ETFs, CEFs, and Insurance Funds, including all share classes. It maintains a suite of supporting fund analytics, including Correlation, Rolling Averages, Ferguson Metrics, Calendar Year Returns, Batting Averages, Fund Compare and Trend. For a complete picture of all the metrics and screening features available, please visit the ScreenShots and Resources sections on MFO Premium Welcome page.

Here is the (unexpanded) fund screening panel of MFO’s MultiSearch tool …

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About Charles Boccadoro

Charles Boccadoro, BS (MIT), Post Graduate Diploma (von Karman Institute, BELGIUM). Associate editor, data wizard. Described by Popular Science as “enthusiastic, voluble and nattily-dressed,” Charles describes himself as “a recently retired aerospace engineer.” He doesn’t brag about a 30 year career that included managing Northrop Grumman’s Quiet Supersonic Platform and Future Strike Systems projects, working with NASA and receiving a host of industry accolades. Charles is renowned for thoughtful, data-rich analyses and is the driving force behind the Observer’s fund ratings and fund screeners.