Howdy, Stranger!

It looks like you're new here. If you want to get involved, click one of these buttons!

In this Discussion

Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.

    Support MFO

  • Donate through PayPal

Updated MFO Ratings and Flows Through Ides of March

12345679»

Comments

  • Just posted all ratings to MFO Premium site, using Refinitiv data drop from Friday, 25 January 2025, reflecting risk and return metrics thru December. Flows remain posted through Friday, 17 January.
  • Just posted all ratings and fund flows to MFO Premium site, using Refinitiv data drop from Friday, 31 January 2025, reflecting metrics thru January.
  • edited February 4
    @Charles
    I'm seeing January 2024 in the UI and dropdowns

    "As of Month Ending January 2024"
  • edited February 11
    Thank you stayCalm! Yes, Lynn saw that too! Should be correct now.
  • Just posted all ratings to MFO Premium site, using Refinitiv data drop from Friday, 7 February 2025, reflecting metrics thru January. Flows remain through 31 January.
  • Just posted all ratings and fund flows to MFO Premium site, using Refinitiv data drop from Friday, Valentine's Day, 14 February 2025.
  • Just posted all ratings to MFO Premium site, using Refinitiv data drop from Friday, 21 February 2025. Flows remain updated through 14 February.
  • edited February 24
    Sweet 10 months for these MultiSector Income funds: Holbrook Structured Income I (HOSIX), SEI Opportunistic Income A (ENIAX), RBC BlueBay Strategic Income I (RBSIX), and Credit Suisse Strategic Income I (CSOIX).

    No (month ending) drawdown. Healthy return.

    10 Months -- No Drawdown -- Top Quintile Trend -- Multisector Income

    image



  • Just posted all ratings and fund flows to MFO Premium site, using Refinitiv data drop from Friday, Leap Day, 28 February 2025.
  • Thank you @Charles.
  • Just posted all ratings to MFO Premium site, using Refinitiv data drop from Friday, 7 March 2025. Flows remain updated through 28 February.
  • Just posted all ratings to MFO Premium site, using Refinitiv data drop from Friday, 14 March 2025. Flows too updated through 14 March.
  • Just posted all ratings to MFO Premium site, using Refinitiv data drop from Friday, 21 March 2025. Flows remain updated through 14 March.
  • Just posted all ratings to MFO Premium site, using Refinitiv data drop from Friday, 28 March 2025. Flows remain updated through 14 March.
  • Thank you @Charles.
  • Thank you Charles. Looking forward to running all of my favorite screens, and maybe some new ones, after March is uploaded. It has been an E ticket ride since COVID.
  • I am looking forward also to end of March update for running my screens. No pressure Charles!
  • edited 3:39PM
    Will post tomorrow, Saturday. Lipper drops month ending each Saturday about 5 am Pacific Time. It will include MTD through today, 4 April. c
  • edited 3:41PM
    Have not seen this much red in equities since March 2020, when it felt like world was ending. At least IG bonds hanging in there, so far.
  • I will be watching for MFOP Quarterly Metrics updated to 3/31/25. Thanks.
Sign In or Register to comment.