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We’ve conducted our first-ever Zoom Webinars … three this month … all sessions generated positive feedback and follow-up … several questions in first session especially. As touted by chip, thought the process was easy, which bodes well for future sessions. Here are links to our latest webinar intro charts and video: Intro Charts …
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The latest up-market cycle reached 101 months, from March 2009 to July 2017, inclusive … about 8.5 years. Annualized return for SPY over that period: 17.8%, or just under 300% total return … for those wise, lucky and flush enough to invest at the bottom … and brave enough to hold. Remember when …
We started rating Money Market funds this month. If for no other reason then to help track asset flows. Using similar reasoning, we also now include funds that are just one month old.
MFO’s Fund Family Scorecard measures how well funds run by the same management company have performed against their peers since inception. We first published the card in June 2014 commentary with How Good Is Your Fund Family?, followed by updates in May 2015 and May 2016. Beginning in June 2016, our premium site updates …
Gotham now has 16 funds. Half just a few months old. Oldest just over four years. Average ER 2%. But 15 of 16 have beaten their peers since inception by an average of 5%. Through January, the funds have $2.9B in AUM … most in their oldest three funds: Gotham Enhanced Return Fund (GENIX), Gotham …
Vanguard by far has largest number of funds leading their respective categories in assets under management, as seen in table below. At 44, that’s almost 30% of the 155 categories Lipper tracks. Pulling on this one a bit more … Vanguard has 178 funds in 81 categories, so with 44 of its funds leading …
Fairholme entered the Top category on MFO’s Fund Family Scorecard. All three Fairholme Funds have beaten their peer averages on an absolute return basis since inception. It joins other top performing families Dodge & Cox, FMI, Longleaf, Oakmark, Oberweis, Osterweis, Grandeur Peak, Gotham, Tweedy Brown, Artisan, Mairs and Powers, RiverNorth, PRIMECAP.
Three Dodge & Cox funds … Dodge & Cox Balanced Fund (DODBX) Dodge & Cox Global Stock Fund (DODWX) Dodge & Cox Income Fund (DODIX) All on Honor Roll, which means they are top quintile in category the past 5, 3, and 1 year periods on an absolute return basis.
Dodge & Cox Balanced (DODBX) is back on the Honor Roll. The only D&C fund to do so. Fairholme Fund (FAIRX) remains on the Three Alarm list … still in the dog house. As is Sequoia Fund (SEQUX). Vanguard has 31 Great Owl funds! Can you believe that?! Fidelity has 23. T Rowe …
Three perennial GOs remain GOs this month along with Honor Roll distinction: Vanguard Wellesley Income (VWINX), Vanguard Wellington Balanced (VWELX), and Vanguard PRIMECAP (VPMCX). The past 12 months, they’ve each delivered top quintile excess returns. They are also among the highest AUM funds in their respective categories. So much for scale eating returns, in this …