January MFO Ratings Posted Thank you ybb. There is a note near the atop the chart explaining the roll-up methodology, but you mean add note inside the chart itself?
I do plan to expand notations and add to Definition page as we finished rolling-out the flow tools. Last couple steps: add flows for Fixed Periods, like we've done for Calendar Years. Then, integrate into MultiSearch, giving ability to screen for flows ... along with risk and return performance. That should be pretty cool.
Yes, the daily (or monthly) flows in the bottom bar chart are also rolled up, since Total Net Flows are computed from these values real time.
I will check on the CITs. That might help explain what Devesh pointed out with FCNTX at the last webinar. It's lost billions over last five years, despite good performance ... but unlike D&C, outflows cannot be explained by share class. Its AUM remains about $
120B, because performance has offset outflows, apparently. If not CITs, maybe just the challenge to actively managed funds, even good ones?
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FCNTX Flows and Return Data Last 5 Years
Rotation City. U.S. equity and bonds +1.
Rotation City. U.S. equity and bonds @Crash AT&T’s business and consumer wireline revenues account for ~25% of quarterly revenues, and show a slow but steady decline. This is offset by growth in their mobility segment plus fiber. 40% of fiber customers end up with their combined wireless plan. *I had their wireless plan and then went to fiber. I get better internet speeds, equal programming with DirectTV for $
100 less a month than Spectrum. AT&T also expects a bump due to the upcoming upgrade cycle of the new Apple phones.
I’ve got to think BCE will benefit from many of the same technology shifts as AT&T with their similar fiber buildout, but the market doesn’t appear to be in agreement.
Rotation City. U.S. equity and bonds @JD_co Could you tell me which one of Mag7 is leading the race to the most "down" since 7/
11 ?
Note from a former Schwab fan Been with Schwab since 1997, no real complaints. I rarely call them for anything though, a handful of times per year, and generally over some technical thing.
January MFO Ratings Posted That's good - to show totals for the oldest asset class. But expand the note at the bottom to indicate this.
Looking at DODGX, it seems that the main display has total flows and total assets (checks with total $109.1 billion at M*; Fido has class AUM $65.3 billion)). But the bar chart below seems to show only the class flows. If intentional, this also should be noted.
BTW, many mutual fund outflows are simply to their CIT version/clone in workplace retirement plans. That also distorts the fund flows. I asked M* about it once and its response was that its database had only some CITs, so it couldn't indicate those flows for sure. Does Refinitiv have good data on CITs?
