MFO Great Owl Funds

The table below presents MFO Great Owl Funds for period ending December 2013. These funds rank in the top return group of their categories for all evaluation periods 3 years and longer. For reference, here is link to MFO Ratings Definitions page.

The table is both sortable and searchable. Values can be sorted by clicking any metric in the table heading. Fund type, category, name, and symbol are searchable. For example, submit "World" and the table will update with all funds that contain "World" in the category or name. Or, submit "Vanguard" to see how many Vanguard funds are Great Owls this quarter! To clear search, submit a blank query.

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Footnotes

The MFO Rating System evaluated 7716 funds this quarter: oldest share class only, excludes money market, bear market, specialized trading, volatility, and specialized commodity funds.
It identified 523 Great Owls Funds, or just over 6% of all evaluated: 54 - 20 year, 102 - 10 year, 192 - 5 year, and 175 - 3 year.
All metrics computed with Excel using monthly total returns from Morningstar database in Steele Mutual Fund Expert.
Return Group Rank for each evaluation period specified (20, 10, 5, 3 year), as applicable.
Risk Group Rank reflects composite of all evaluation periods applicable.
Other metrics tabulated are for oldest evaluation period.