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MFO Search Tools Now Updated with 1st Quarter Data

The MFO search tools have all been updated with first quarter data. Find them at http://www.mutualfundobserver.com/search-tools/

Many thanks are due to Charles for his continued efforts on our behalf.

Comments

  • edited April 2014
    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:

    image
  • Thanks a lot, man.
  • 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.

    press
  • Great job! Thanks.
  • Your efforts are greatly appreciated
  • My thanks as well....
  • Charles, Thank you for your most insightful work. Very helpful, indeed.
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