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MFO Ratings Updated Through October 2016

edited November 2016 in MFO Premium
All ratings have been updated on MFO Premium site, including MultiSearch, Great Owls, Fund Alarm (Three Alarm and Honor Roll), Averages, Correlation, Dashboard of Profiled Funds, and Fund Family Scorecard.

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  • edited November 2016

    Dodge & Cox Balanced Fund (DODBX)
    Dodge & Cox Global Stock Fund (DODWX)
    Dodge & Cox Income Fund (DODIX)

    All on Honor Roll, which means they are top quintile in category the past 5, 3, and 1 year periods on an absolute return basis.
  • edited November 2016

    David designates funds between 1 and 2 years of age as "Rookie Funds." Here are some top performers based on risk adjusted return in category, specifically Martin Ratio ... max absolute return with min drawdown since inception through October:

    SPDR S&P 500 High Dividend EtF (SPYD)
    Intrepid Select Fund; Investor Class Shares (ICMTX)
    Fidelity SAI US Minimum Volatility Index Fund (FSUVX)
    T Rowe Price Global Unconstrained Bond Fund (RPIEX)
    Restaurant EtF (BITE) ... Ha!
    Intrepid International Fund; Investor Class Shares (ICMIX)
    Grandeur Peak Global Micro Cap Fund; Institutional Class Shares (GPMCX)
    Eventide Multi-Asset Income Fund; Class I Shares (ETIMX)
    Grandeur Peak Global Stalwarts Fund; Institutional Class Shares (GGSYX)
    SPDR DoubleLine Total Return Tactical EtF (TOTL)
    AQR Equity Market Neutral Fund; Class R6 Shares (QMNRX)
    Grandeur Peak International Stalwarts Fund; Institutional Class Shares (GISYX)
    Artisan Developing World Fund; Institutional Shares (APHYX)
    JOHCM Emerging Markets Small Mid Cap Equity Fund; Institutional Class Shares (JOMMX)
    Vanguard Alternative Strategies Fund; Investor Class Shares (VASFX)
    Brown Capital Management International Small Company Fund; Inst Shares (BCSFX)
  • edited November 2016

    This month there are 12 funds that are both 20-year Great Owls (top quintile risk adjusted return for past 3, 5, 10 and 20 years) and Honor Roll funds (top quintile absolute return for past 1, 3, and 5 years).

    The 20-year GO designation is a remarkable accomplishment in itself ... long-term consistently high returns while mitigating drawdown. Add-in Honor Roll designation, which means these funds have continued to generate top returns presently.

    Here are four:

    T Rowe Price Capital Appreciation Fund (PRWCX)
    Vanguard Wellesley Income Fund; Investor Shares (VWINX)
    Fidelity Select Retailing Portfolio (FSRPX)
    Vanguard/Wellington Fund Inc; Investor Shares (VWELX)

    The remaining are munis:

    Vanguard Ohio Long-Term Tax-Exempt Fund; Investor Shares (VOHIX)
    Fidelity Michigan Municipal Income Fund (FMHTX)
    Fidelity Ohio Municipal Income Fund (FOHFX)
    Fidelity Arizona Municipal Income Fund (FSAZX)
    Vanguard Pennsylvania Long-Term Tax-Exempt Fund; Investor Shares (VPAIX)
    Fidelity Pennsylvania Municipal Income Fund (FPXTX)
    New York Long-Term Tax-Exempt Fund; Investor Shares (VNYTX)
    Nuveen Minnesota Intermediate Municipal Bond Fund; Class I Shares (FAMTX)
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