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:
- MultiSearch
- Great Owls
- Fund Alarm (Three Alarm and Honor Roll)
- Averages
- Dashboard of Profiled Funds
- Dashboard of Launch Alerts
- Portfolios
- QuickSearch
- Fund Family Scorecard
- Definitions
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.
