Heads up! We've just updated SMI's Personal Portfolio Tracker and our monthly Fund Performance Rankings (FPR) to reflect mutual-fund performance data through July 31, 2018.
- The Personal Portfolio Tracker is our most popular web tool. It allows you to personalize SMI's mutual-fund rankings to your specific situation. The result is a monthly report showing only the funds you're interested in, ranked by momentum and sorted according to various risk categories (or without the categories, if you prefer).
This allows you to take the 20,000+ mutual funds we track and instantly transform those rankings into a concise report covering only the specific funds available via your 401k and/or other retirement plan(s).
- The Fund Performance Rankings report is a PDF file containing performance data and SMI's 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.
Check page 2 to learn more about how to use the FPR. On page 3, you'll find an overview of the 70+ risk categories that will help you compare "apples to apples." And on page 4, there are explanations of the various data-column headings.
Want to get 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."