We've just updated SMI's Personal Portfolio Tracker and also our monthly Fund Performance Rankings to reflect mutual-fund performance data through August 31, 2018.

  • The Portfolio Tracker is our most popular web tool. It enables you to take the full universe of 20,000+ mutual funds we track and easily transform that data into a concise report covering only the specific funds available via your 401(k), 403(b), or other retirement plan(s).

    Using the Tracker, you can personalize SMI's mutual-fund rankings to your specific situation.
  • The Fund Performance Rankings (FPR) 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 of the FPR report to learn more about how to use it. On page 3, you'll see 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.

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