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Updated MFO Ratings and Flows: March ... MTD Thru 11 April

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Comments

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

    "As of Month Ending January 2024"
  • CharlesCharles
    edited February 11
    Thank you stayCalm! Yes, Lynn saw that too! Should be correct now.
  • CharlesCharles
    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.
  • CharlesCharles
    Just posted all ratings and fund flows to MFO Premium site, using Refinitiv data drop from Friday, Valentine's Day, 14 February 2025.
  • CharlesCharles
    Just posted all ratings to MFO Premium site, using Refinitiv data drop from Friday, 21 February 2025. Flows remain updated through 14 February.
  • CharlesCharles
    edited April 7
    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

  • CharlesCharles
    Just posted all ratings and fund flows to MFO Premium site, using Refinitiv data drop from Friday, Leap Day, 28 February 2025.
  • Sven
    Thank you @Charles.
  • CharlesCharles
    Just posted all ratings to MFO Premium site, using Refinitiv data drop from Friday, 7 March 2025. Flows remain updated through 28 February.
  • CharlesCharles
    Just posted all ratings to MFO Premium site, using Refinitiv data drop from Friday, 14 March 2025. Flows too updated through 14 March.
  • CharlesCharles
    Just posted all ratings to MFO Premium site, using Refinitiv data drop from Friday, 21 March 2025. Flows remain updated through 14 March.
  • CharlesCharles
    Just posted all ratings to MFO Premium site, using Refinitiv data drop from Friday, 28 March 2025. Flows remain updated through 14 March.
  • Sven
    Thank you @Charles.
  • WABACWABAC
    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.
  • stayCalm
    I am looking forward also to end of March update for running my screens. No pressure Charles!
  • CharlesCharles
    edited April 4
    Will post tomorrow, Saturday. Lipper drops month ending each Saturday about 5 am Pacific Time. It will include MTD through today, 4 April. c
  • CharlesCharles
    edited April 4
    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.
  • yogibearbullyogibearbull
    I will be watching for MFOP Quarterly Metrics updated to 3/31/25. Thanks.
  • yogibearbullyogibearbull
    I will update the following as soon as the quarterly data are available,
    https://www.mutualfundobserver.com/discuss/discussion/63690/barron-s-funds-quarterly-2025-q1-april-7-2025#latest
  • CharlesCharles
    Lipper slow this morning. Neither LGDF or LGFF has dropped yet, as of 7:10 am Pacific.
  • CharlesCharles
    edited April 6
    Glitches yesterday in Lipper drop. Flows finally showed up at 10:34 pm. About 14 hours late.

    MFOP updated now through 31 March. MTD through 4 April. Flows through 4 April, as applicable.
  • CharlesCharles
    edited April 13
    Just posted all ratings to MFO Premium site, using Refinitiv data drop from Friday, 11 April 2025. Flows remain updated through 4 April.

    MTD numbers look a lot better than last week, but still down: SPY -4.5%, AGG -1.6%.

    SPY below 10mo and 3mo SMA.

    AGG just about to go under 10mo SMA, looks like, but 3mo is under. Using MTD data.

    Interesting in the Katie Stockton video posted by @stillers, she focuses on month ending data.

    Other MTD: BRKA -1.8%, PIMIX -2.5%, DODIX -2.1%, HOSIX -0.8%, DODGX -6.7%,

    Looking to update the FLOW data daily, which I think would be huge addition to premium site, especially for traders.
  • CharlesCharles
    edited April 13
    YTD Performance Thru Friday, 11 April 2025 (aka WTD) -- Selected Funds

    image

    Sorted by absolute percentage return (APR), best to worst.

    Includes several funds from Lewis Braham article posted by @Observant.

    For year through Friday: QQQ -11%, SPY -8.6%, AGG +1.1%, BRKA +15.1%.

    Current drawdown, also through Friday: QQQ -12.9%, SPY -11.1%, JNK -3.7%, PIMIX -2.5%, DODIX -2.2%, AGG -1.8%.
  • CharlesCharles
    Just posted all ratings and flows to MFO Premium site, using Refinitiv data drop from Friday, 18 April 2025.
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