We've just updated SMI's Personal Portfolio Tracker and our monthly Fund Performance Rankings report to reflect mutual-fund performance data through Jan. 31, 2019.
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 follow and transform the data into a concise report covering only the funds available in 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. (The month-end numbers in Morningstar's database are subject to revisions during the first few days of the new month. By the 8th, the numbers have solidified and are trustworthy.)
Fund Performance Rankings (FPR): The 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 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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