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@stayCalm. Mostly, no. The mid-month updates info on name, holdings, open/closed status, and the like. Just APR and MAXDD metrics and rating are updated for two evaluation periods: Month-To-Date (MTD) period and Weeks-To-Date (WTD) period, which combines YTD and MTD. Our FLOW tool reflects performance to latest day, if the fund house reports daily. I think for traders, the FLOW tool addresses a lot. But for investors, not sure daily updates of all ratings would be beneficial. Conflicted here!
Just posted latest ratings to MFO Premium site using Refinitiv data drop through Friday, 30 January 2026. Used MTD data to get early look at ratings through January.
The update reflects five new ETFs thanks to long-time subscriber Alfred's suggestion: PHYS, PSLV, CEF, SPPP, GDLC. The first four are Sprott ETFs, actually based in Canada but trade easily on US platforms like Schwab.
Will also soon be combining performance from funds converted to ETFs, like JSISX to JFLX, in order to have history post conversion. Unfortunately, with these conversation, history pre-conversion is lost since a new CUSIP gets assigned. For such conversions, will tag "(Modified)" to fundname to alert users ... and compile list on Definition page. Probably not "precisely" correct, but practically appealing. Have done same in past when older share classes get eliminated. Thanks to Michael Sullivan at Raymond James for pressing for this update ... and more. c
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"New" Sprott and Grayscale ETFs In MFOP Database