We've just updated SMI's Personal Portfolio Tracker and our monthly Fund Performance Rankings (FPR) to reflect final mutual-fund performance data through June 30, 2018.

(We try to post the Tracker and FPR updates between the 10th-14th of each month, depending on data availability and 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 situations. 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 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 is a PDF file containing performance data and momentum rankings for 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 will help you compare "apples to apples" (page 3), and explanations for the various data-column headings (page 4).

To receive an email when the Tracker and FPR 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."