Charles Boccadoro

All fund risk and return metrics, ratings, flows, and analytics were uploaded to MFO Premium on Saturday, 1 August (and updated again yesterday on 8 August), reflecting performance through July 2026. Flow tool updates daily. This coming Tuesday, 11 August, we will be conducting our mid-year webinar to review funds and the site. If you can make it, please join us. Two sessions are scheduled.

Created new page called Demographics, which provides an aerial view … an Our World of Funds perspective. Here’s a chart depicting MFO Premium’s Asset Universe … You will see by the numbers that it’s a big world! Likely bigger than it should be, by count at least.

By David Snowball On October 14, 2024, Virtus Investment Partners launched Virtus KAR Mid-Cap ETF (KMID). It targets “U.S. mid-cap companies with durable competitive advantages, excellent management, lower financial risk, and strong growth trajectories” selling at “attractive” valuations. The fund is managed by Jon Christensen and Craig Stone who also manage the five-star, $2.9 billion Virtus KAR Mid-Cap Core Fund. The ETF, like its sibling, will hold 25-35 stocks with a low annual turnover.