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Updated MFO Ratings and Flows Thru April ... MTD and FLOW Thru 2 May

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  • Daily FLOW Chart Update - SPY Thru Monday, 28 April 25

    image
  • Tested the new daily FLOW feature for several funds:

    Several ETFs - they work. Great!

    But OEFs were hit & miss - some runs were completed (FDGRX, QREARX), but others failed to finish.

    Failed Examples - VFIAX, VFINX, VWELX, ABALX / BALFX, FCNTX.
    (Notably, SP500 ETFs IVV, SPY, VOO worked)

    Tried both Chrome & Edge. Before each run, I used RESET in the 2nd Menu bar at the top.
  • edited April 30
    Thanks YBB. Last night's drop running now. Should post soon. Suspect data on ETFs more readily available to Lipper, but even if an OEF does not have most current daily update, FLOW should still work using to last available update. I will take a look. c
  • FLOW data posted through yesterday, 29 April.

    @yogibearbull. Yes, seeing same issue you are ... no data for those funds. Bear with me as I resolve.
  • edited April 30
    OK. Think we're fixed.

    Looks like the issue was caused by how I was handling different share classes and the monthly only updates.

    All the MFO flow tools (FLOW, FLOWS, TNA) roll AUM and flows to oldest share class level, which makes things a little more complicated, but worth it.

    Also, some fund houses only provide OEF flow updates monthly, not daily (e.g., PIMCO, D&C ... the latter actually delays their updates). The funds you listed are only updated monthly: VFIAX, VFINX, VWELX, ABALX, FCNTX.

    But, fixed now. The FLOW combo chart should reflect whatever data Lipper has posted for any OEF or ETF you punch in.

    Looks like Lipper posts the dailies at about 9pm Pacific and then a second drop at 9am the follow day.

    Will see how this goes in days ahead. Will post again tonight after 9pm drop. Saturday will be the full drop for both performance and flows ... month ending April. Flows, MTD, and WTD through Friday, 2 May.

    @yogibearbull. I've added another month to your subscription. Thank you for always helping to make MFOP and the Discussion Board better!

    c
  • Just posted all ratings and flows to MFO Premium site, using Refinitiv data drop from Friday, 2 May 2025.
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