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MFO Search Tools Now Updated with 1st Quarter Data
Latest database evaluates 7734 funds across 95 categories (no new categories this quarter): oldest share class only, 1 yr and older, excludes money market, bear market, specialized trading, volatility, and specialized commodity funds.
Results identify 528 Great Owl funds, about 7% of all evaluated: 58 - 20 year, 91 - 10 year, 203 - 5 year, and 176 - 3 year.
Some new (or renewed, like GLRBX) Great Owls this quarter...
James Balanced: Golden Rainbow R GLRBX Vanguard Health Care Inv VGHCX Fidelity New Millennium FMILX T. Rowe Price New Horizons PRNHX T. Rowe Price Small-Cap Stock OTCFX Tweedy Browne Value TWEBX Third Avenue Real Estate Value Instl TAREX Stralem Equity Instl STEFX TETON Westwood Mighty Mites AAA WEMMX Capital Management Small Cap Instl CMSSX T. Rowe Price Instl Small-Cap Stock TRSSX Intrepid Capital ICMBX Manning & Napier Target Income I MTDIX PIMCO Fundamental IndexPLUS AR A PIXAX Fidelity Large Cap Growth Enhanced Idx FLGEX Stewart Capital Mid Cap SCMFX Probabilities I PROTX UBS Dynamic Alpha A BNAAX AllianzGI Ultra Micro Cap Institutional AUMIX PNC Multi Factor Small Cap Core A PLOAX Cohen & Steers Global Infrastructure A CSUAX
Some falling-off GO list...
Waddell & Reed High-Income A UNHIX Janus Aspen Flexible Bond Instl JAFLX Janus Flexible Bond D JANFX ING Corporate Leaders Trust Series B LEXCX AllianzGI Small-Cap Value Instl PSVIX LKCM Fixed-Income LKFIX Wells Fargo Advantage S/T Hi-Yld Bd Inv STHBX Ave Maria Bond AVEFX Villere Balanced Inv VILLX Royce Special Equity Invmt RYSEX T. Rowe Price Diversified Sm Cap Growth PRDSX RiverPark Structural Alpha Institutional RSAIX Whitebox Long Short Equity (Market Neutral) Institutional WBLFX Brown Advisory Sm-Cp Fundamental Val Inv BIAUX ASTON/River Road Select Value N ARSMX Huber Capital Small Cap Value Inv HUSIX
There are 342 Three Alarm funds this quarter. Always entertaining, unless you own one. Here are some notables:
Calamos High Income A CHYDX Waddell & Reed Bond A UNBDX American Century Core Plus A ACCQX CGM Mutual LOMMX BlackRock Managed Volatility Inv A PCBAX Hussman Strategic Total Return HSTRX PIMCO Global Multi-Asset A PGMAX PIMCO RealRetirement 2020 A PTYAX Midas Perpetual Portfolio MPERX First Eagle US Value A FEVAX FundX Aggressive Upgrader UNBOX Waddell & Reed Dividend Opps A WDVAX Ivy Dividend Opportunities A IVDAX BlackRock Capital Appreciation Inv A MDFGX MainStay Cornerstone Growth A KLGAX Auxier Focus Inv AUXFX Gabelli ABC AAA GABCX Appleseed APPLX Artisan Small Cap Value Investor ARTVX Parnassus Small-Cap PARSX Royce Low Priced Stock Svc RYLPX ASTON/TAMRO Small Cap N ATASX Beck Mack & Oliver Global BMGEX
And, good to see Dodge & Cox shop performing like its old self...now has four funds on the Honor Roll:
This is just a great set of tools...thanks so much for your work and effort in making these available. And thanks, I guess, for poking me in the side with stick to remind me that I jettisoned 2 D&C funds at precisely the wrong time.
Comments
Results identify 528 Great Owl funds, about 7% of all evaluated: 58 - 20 year, 91 - 10 year, 203 - 5 year, and 176 - 3 year.
Some new (or renewed, like GLRBX) Great Owls this quarter...
James Balanced: Golden Rainbow R GLRBX
Vanguard Health Care Inv VGHCX
Fidelity New Millennium FMILX
T. Rowe Price New Horizons PRNHX
T. Rowe Price Small-Cap Stock OTCFX
Tweedy Browne Value TWEBX
Third Avenue Real Estate Value Instl TAREX
Stralem Equity Instl STEFX
TETON Westwood Mighty Mites AAA WEMMX
Capital Management Small Cap Instl CMSSX
T. Rowe Price Instl Small-Cap Stock TRSSX
Intrepid Capital ICMBX
Manning & Napier Target Income I MTDIX
PIMCO Fundamental IndexPLUS AR A PIXAX
Fidelity Large Cap Growth Enhanced Idx FLGEX
Stewart Capital Mid Cap SCMFX
Probabilities I PROTX
UBS Dynamic Alpha A BNAAX
AllianzGI Ultra Micro Cap Institutional AUMIX
PNC Multi Factor Small Cap Core A PLOAX
Cohen & Steers Global Infrastructure A CSUAX
Some falling-off GO list...
Waddell & Reed High-Income A UNHIX
Janus Aspen Flexible Bond Instl JAFLX
Janus Flexible Bond D JANFX
ING Corporate Leaders Trust Series B LEXCX
AllianzGI Small-Cap Value Instl PSVIX
LKCM Fixed-Income LKFIX
Wells Fargo Advantage S/T Hi-Yld Bd Inv STHBX
Ave Maria Bond AVEFX
Villere Balanced Inv VILLX
Royce Special Equity Invmt RYSEX
T. Rowe Price Diversified Sm Cap Growth PRDSX
RiverPark Structural Alpha Institutional RSAIX
Whitebox Long Short Equity (Market Neutral) Institutional WBLFX
Brown Advisory Sm-Cp Fundamental Val Inv BIAUX
ASTON/River Road Select Value N ARSMX
Huber Capital Small Cap Value Inv HUSIX
There are 342 Three Alarm funds this quarter. Always entertaining, unless you own one. Here are some notables:
Calamos High Income A CHYDX
Waddell & Reed Bond A UNBDX
American Century Core Plus A ACCQX
CGM Mutual LOMMX
BlackRock Managed Volatility Inv A PCBAX
Hussman Strategic Total Return HSTRX
PIMCO Global Multi-Asset A PGMAX
PIMCO RealRetirement 2020 A PTYAX
Midas Perpetual Portfolio MPERX
First Eagle US Value A FEVAX
FundX Aggressive Upgrader UNBOX
Waddell & Reed Dividend Opps A WDVAX
Ivy Dividend Opportunities A IVDAX
BlackRock Capital Appreciation Inv A MDFGX
MainStay Cornerstone Growth A KLGAX
Auxier Focus Inv AUXFX
Gabelli ABC AAA GABCX
Appleseed APPLX
Artisan Small Cap Value Investor ARTVX
Parnassus Small-Cap PARSX
Royce Low Priced Stock Svc RYLPX
ASTON/TAMRO Small Cap N ATASX
Beck Mack & Oliver Global BMGEX
And, good to see Dodge & Cox shop performing like its old self...now has four funds on the Honor Roll:
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