We’ve just updated SMI’s Personal Portfolio Tracker and our monthly Fund Performance Rankings report to reflect mutual-fund performance data through Nov. 30, 2018.
The online Tracker makes it possible to personalize SMI’s mutual-fund rankings to your specific situation. You can take the full universe of 20,000+ mutual funds we track and transform that data into a concise report covering only the specific funds available to you via your 401(k), 403(b), or other retirement plan(s).
Typically, we update the Tracker with month-end data from the research firm Morningstar by the 8th of the new month. However, since the 8th fell on a weekend this month, we are posting this update on the 10th.
(Why do we target the 8th? We’ve learned that month-end numbers in the Morningstar database are subject to change during the first several days of the new month as data comes in and various calculations are made. By the 8th, the database is trustworthy.)
Our Fund Performance Rankings (FPR) report is a PDF file containing performance data, along with SMI’s momentum rankings, for more than 1,600 no-load funds and ETFs. The funds included in the FPR have been selected on the basis of asset size, brand familiarity, and brokerage availability.
Check page 2 of the FPR report to learn how to use it. On page 3, there is 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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