We’ve updated SMI’s Personal Portfolio Tracker and monthly Fund Performance Rankings with performance data through Nov. 30, 2020.
• The Portfolio Tracker: Using the online Tracker, you can personalize SMI’s fund rankings, making it easier to apply our Fund Upgrading strategy to your 401(k), 403(b), or another retirement plan.
SMI’s fund-performance database tracks the monthly returns of more than 25,000 traditional mutual funds and ETFs. The Tracker can filter that large amount of data and produce a concise report covering only the funds available in your plan(s).
If you’re new to the Tracker, watch our introductory video.
• Fund Performance Rankings (FPR): The FPR report is a 38-page downloadable PDF file containing performance data and SMI’s momentum rankings for more than 1,600 no-load traditional funds and ETFs.
The funds included in the FPR are selected based on asset size, brand familiarity, and brokerage availability.
Check page 2 to learn how to use the FPR report. Page 3 includes an overview of the 70+ risk categories that will help you compare "apples to apples." Page 4 has explanations of the various data-column headings.
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