All
Search Tools have now been updated with performance data through March.
The MFO
Fund Dashboard contains all funds profiled through April commentary.
Some notable funds on the
Three Alarm list, which examines only absolute return within category, include:
Greenspring (GRSPX)
American Century One Choice 2025 A (ARWAX)
American Century One Choice 2035 A (ARYAX)
Third Avenue International Value Instl (TAVIX)
The Cook & Bynum Fund (COBYX)
Muhlenkamp (MUHLX)
Fairholme (FAIRX)
Valley Forge (VAFGX)
Hussman Strategic Growth (HSGFX)
Hussman Strategic International (HSIEX)
AMG Managers Brandywine Advs Mid Cap Gr (BWAFX)
Royce Partners Svc (RPTRX)
Royce Premier Invmt (RYPRX)
Delafield Fund (DEFIX)
FpA Capital (FPPTX)
Paradigm Value (PVFAX)
Royce Low Priced Stock Svc (RYLPX)
Royce Micro-Cap Invmt (RYOTX)
Royce Select I Invmt (RYSFX)
Royce 100 Svc (RYOHX)
Royce Heritage Svc (RGFAX)
Royce Pennsylvania Mutual Invmt (PENNX)
Artisan Small Cap Value Investor (ARTVX)
Ave Maria Opportunity (AVESX)
Royce Global Value Svc (RIVFX)
Royce Select II Invmt (RSFDX)
Wintergreen Investor (WGRNX)
Of Royce's 27 funds, nine are Three Alarm.
Pacific Advisors has five Three Alarm Funds...they only offer six. From its website:
We are a family of six focused mutual funds, each designed to meet a different need and to complement each other when building a diversified investment plan. Whether you are just starting out in your career, or enjoying retirement today, we deliver top quality service and a wide range of investments to meet your changing needs.
Here is a snapshot (from
MFO Premium beta site) of their lifetime performance:
Really horrible family of funds, seems to me. Why would anyone buy them?
Vanguard offers 150 funds. How many are on the Three Alarm list? None. I find that remarkable. How many are on the
Honor Roll? 32. I find that remarkable too.
A look at just-turned-three
Great Owls, finds:
Guinness Atkinson Dividend Builder (GAINX)
Rainier International Discovery Instl (RAIIX)
DFA World Core Equity Institutional (DREIX)
Seafarer Overseas Gr and Income Instl (SIGIX)
Wasatch Frontier Emerg Sm Countrs Inv (WAFMX)
PIMCO Total Return Active EtF (BOND)
AQR TM Large Cap Momentum Style I (ATMOX)
Vanguard Target Retirement 2060 Inv (VTTSX)
2060?!
A total of 8159 funds (oldest share class only, at least one year old) are included in this quarter's update.
We also updated the look a bit to support new site theme...here's example of
Risk Profile output:
Enjoy.
c
Comments
Thank you a whole bunch......
And, MFO Premium site ?????
Take care,
Catch
Yeah, something we've had in work a while...enhanced search tool set...David's mentioned it a couple times in commentaries.
Still developing and beta testing but coming along well...some cool features, if I must say.
If you want to be a beta tester, just create a login account on the beta site.
David still deciding how he wants to roll-out and make available formally. I suspect though it will go to any friends (read monetary contributors...all two of them) of MFO.
Still a bit down the road.
Hope all is well.
Have not forgotten!
Will be adding tenure, AUM, and more.
At least on the premium site, since there we have ability to more easily mod, upgrade, expand and maintain free from integration with the WordPress architecture on the legacy site.
I will email you when up and running.
Regards,
Ted