We've just updated SMI's Personal Portfolio Tracker and our monthly Fund Performance Rankings report with mutual-fund performance data through March 31, 2019.
The Portfolio Tracker: The online Tracker personalizes SMI's fund rankings to your specific situation, making it easier to apply our momentum-based Fund Upgrading strategy to your 401(k), 403(b), or other retirement plan.
The Tracker filters the performance data of 20,000+ funds to produce a concise report covering only the funds available in your plan(s).
If you're new to the Tracker, watch this introductory video that explains how to set up the Tracker with the funds available via your workplace plan.
Typically, we update the Portfolio Tracker with month-end performance data from the fund-research firm Morningstar on the 8th of the new month. (Morningstar's database is subject to revisions during the first few days of the new month. By the 8th, the performance numbers have solidified and are trustworthy.)
Fund Performance Rankings (FPR): The FPR report is a PDF file containing month-end performance data — along with SMI's momentum rankings — for more than 1,600 no-load traditional funds and ETFs.
The funds included in the FPR are selected on the basis of asset size, brand familiarity, and brokerage availability.
Check page 2 to learn how to use the FPR report. 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.