Now Available: Personal Portfolio Tracker and Fund Performance Rankings With Data Through 4-30-18

SMI’s Personal Portfolio Tracker and monthly Fund Performance Rankings (FPR) report have been updated to reflect mutual-fund performance data current through April 30, 2018. (The Tracker and FPR typically are updated between the 10th-14th of the month, depending on when the weekend falls.)

SMI’s Personal Portfolio Tracker is our most popular web tool. It allows SMI members to personalize our mutual-fund rankings to their specific situation. The result is a monthly report showing only the funds each member is interested in, ranked by momentum and sorted according to SMI’s risk categories (or without the categories, if a member prefers). This allows a member to take the 20,000+ funds SMI tracks every month and instantly transform those rankings into a concise report covering only the specific offerings available via his or her 401k (or other retirement plan).

The Fund Performance Rankings report contains performance data and momentum rankings on more than 1,600 no-load funds and ETFs. The funds included have been selected on the basis of asset size, brand familiarity, and brokerage availability. You’ll find help in understanding how to use the FPR (page 2), an overview of the 70+ risk categories that help you compare "apples to apples" (page 3), and explanations for the various data-column headings (page 4).

To receive an email when the FPR and Tracker updates go live each month, visit the SMI home page and click on "My Account" under Quick Links. From there, go to the "Email Subscriptions" page and check the box next to "FPR/Tracker Update."