Now Available: Personal Portfolio Tracker & Fund Performance Rankings With Data Through 7-31-20

Aug 10, 2020

We’ve updated SMI’s Personal Portfolio Tracker and monthly Fund Performance Rankings with performance data through July 31, 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 other 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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Written by

Austin Pryor

Austin Pryor

Austin Pryor has 40 years of experience advising investors and is the founder of the Sound Mind Investing newsletter and website. He's the author of The Sound Mind Investing Handbook which enjoys the endorsements of respected Christian teachers with more than 100,000 copies sold. Austin lives in Louisville, Kentucky, with his wife Susie. They have three grown sons and many grandchildren.

Joseph Slife

Joseph Slife

Joseph Slife has been a news writer for the Associated Press, a college instructor, and a radio host. He and his wife Joye have three grown sons.