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Capital Migrates To Best Fund Families In September 2020 MFO Ratings Update

CharlesCharles
edited November 2020 in MFO Premium
All fund risk and return metrics, ratings, and analytics were uploaded to MFO Premium on this past Sunday, 4 October, reflecting performance through September 2020 or 3rd Quarter.

 

The MFO Fund Family Scorecard reveals 31 families (like Winning Points, Huber, Saratoga) where every fund has underperformed since launch by an average of -3.2% per year. Combined they represent $15B in assets under management (AUM), carrying an annual expense of $173M per year nominally for the privilege of owning them. Can you believe that?

 

Fortunately, most assets gravitate to best performing families. Let's break the families down by AUM: first, the largest families with greater than $1T; second, next tier with AUM greater than $500B, and finally those greater than $100B.

Read more here.

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