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According to the Premium Multisearch tool MAPOX's risk level is 5. But according to the Miraculous Multisearch on the MFO (non premium) site the MAPOX risk is 3. According to the premium site FMIJX is closed. ("Open: No") but according to FMI's website this fund is open to new investors. Any thoughts about this?
@MFO Members: MGGPX has slipped a little the last three months, however; since inception the fund has had excellent performance. YTD the fund is up 13.64% which is in the 6th percentile of its bogey, World Stock Funds. I highly recommend this fund. Regards, Ted 1yr. 25.33% 4th percentile 3yr. 21.61% 1st percentile 5yr. 22.95% 1st percentile
All the responses have been informative and fun. My real concern is that there are discrepancies in the MFO tools. I knew that FMIJX had recently reopened. After all the FMI funds website said so. My concern is that MFO Multisearch tool did not reflect this. Equally concerning was 2 different risk levels given for MAPOX. I'm especially concerned if level 5 risk is the true MFO opinion rather than 3 because I am invested in MAPOX. Such a high risk for a hybrid stock/bond fund is too extreme for me.
Comments
Regards,
Ted
1yr. 25.33% 4th percentile
3yr. 21.61% 1st percentile
5yr. 22.95% 1st percentile
Information Technology 26.13%
Health Care 22.75%
Consumer Discretionary 18.83%
Industrials 11.10%
Energy 8.61%
Top 10 Holdings- nice spread of Health & Tech, not super-FAANG:
NFLX Netflix Inc 4.70%
ABBV AbbVie Inc 2.59%
UNH UnitedHealth Group 2.27%
EOG EOG Resources Inc 2.26%
AMZN Amazon.com Inc 2.15%
ABT Abbott Laboratories 2.08%
MSFT Microsoft Corp 2.01%
AMG Amgen In 1.80%
TMO Thermo Fisher Scient... 1.77%
ACN Accenture PLC A 1.60%