We've just updated SMI's Personal Portfolio Tracker and our monthly Fund Performance Rankings report to reflect mutual-fund performance data through Dec. 31, 2018.
The Portfolio Tracker: The online Tracker personalizes SMI's fund rankings to your specific situation. You can take the full universe of 20,000+ mutual funds we track and transform the 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 investment research firm Morningstar by the 8th of the new month. (Why the 8th? The month-end numbers in the Morningstar database are subject to change during the first few days of the new month as data come in and calculations are made. By the 8th, the numbers have solidified and are trustworthy.)
Fund Performance Rankings (FPR): The FPR report is a PDF file containing performance data, plus 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. Page 3 includes 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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