SMI's Personal Portfolio Tracker as well our monthly Fund Performance Rankings report are now available with mutual fund performance data updated through June 30, 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.
Using the Tracker, you can filter the performance data of 20,000+ funds we follow to produce a concise report covering only the funds available in your plan(s). If you're new to the Tracker, watch the introductory video.
We update the Portfolio Tracker with month-end data from the fund research firm Morningstar on the 8th of the month (except when the 8th falls on a weekend). Morningstar's database is subject to revisions during the first few days of the month. By the 8th, the performance numbers are reliable.
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.
If you are an existing member, please Login.