July 2024 IssueLong scroll reading

MFO Premium Mid-Year Review 2024

By Charles Boccadoro

On Wednesday, 10 July, at 11 a.m. Pacific (2 p.m. Eastern), we will be conducting our mid-year webinar to review funds and MFO Premium. If you can make it, please join us by registering here.

We will use MultiSearch Pre-Set screens and other custom criteria to review fund performance in 2024. MultiSeach is the site’s main tool, enabling searches with numerous screening criteria. We will also demo some of the many features across the site.

MFO Flows, short for fund flows (see example below for Fidelity’s Total Bond Fund ETF), is a significant upgrade this year, as is the new Analytics user interface and ETF Benchmarks, championed by our MFO colleague Devesh Shah.

MFO Premium includes the following range of search tools, several with free access (linked and emboldened below) for the MFO community:

The site also enables the following analyses:

  • Charts
  • Flows
  • Compare
  • Correlation
  • Rolling Averages
  • Trend
  • Ferguson Metrics
  • Calendar Year and Period Performance

A screenshot of the various tools can be found on the home page.

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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.