HMOP - Low Risk Funds For The Small Investor
Introduction
- For the thirty-fourth consecutive week, conventional fund (ex-ETF) investors were net redeemers of equity funds, withdrawing $3.9 billion.
- For the fortieth straight week, municipal bond funds (ex-ETFs) witnessed net inflows-taking in $1.1 billion.
- U.S. Weekly FundFlows Insight Report, Tom Roseen, Lipper Alpha Insight
Each month, I rate and rank approximately one thousand funds downloaded from Mutual Fund Observer based on Quality (bond rating, low leverage, debt to equity), Momentum (3 and 10 month trends), Risk (Ulcer Index, Down Market Rating), Risk Adjusted Returns (Martin Ratio), Ratings (Great Owl, Fund Family Performance, MFO