We've updated SMI's Personal Portfolio Tracker and monthly Fund Performance Rankings with performance data through June 30, 2020.
• The Portfolio Tracker: The Tracker makes it possible to personalize SMI's fund rankings so you can easily apply our Fund Upgrading strategy to your 401(k), 403(b), or other retirement plan.
Our fund-performance database tracks the monthly returns of more than 25,000 traditional mutual funds and ETFs. The online Personal Portfolio Tracker is designed to filter that large amount of data and produce a concise report covering only the funds available in your plan(s).
If you're new to the Tracker, watch our introductory video.
• Fund Performance Rankings (FPR): The FPR report is a 38-page downloadable PDF file containing performance data and SMI's momentum rankings for more than 1,600 no-load traditional funds and ETFs.
The funds included in the FPR are selected based on 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.
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