Seeking private equity return without the expenses
Discover best mutual fund managers
Fund Mojo provides services and tools to help you discover best mutual fund and fund managers for superior return without hefty fees. Given that more than 70% of mutual funds cannot beat index consistently, it is not worthwhile to invest in an actively managed mutual fund if you don't have the conviction that your fund manager can navigate the market better than a random collection of indexed stocks. By looking deep into a fund manager's history, risk adjusted performance, portfolio holdings and transactions, we systematically analyze more than 26,000 mutual funds to help you find the top 2% of fund managers who have been with their fund for more than 5 years and can consistently beat the market with reasonable fee structure and better risk profile. Combining this information with better asset allocation model and in-depth fund and top stock holding analysis, we empower our users with the knowledge and systems to achieve superior financial returns over time.
3 Year Performance (As of July 31, 2008)
| Category | "Mojo Master" Funds | MorningStar "5 stars" Funds |
|---|---|---|
|
Performance (Beta) |
Performance (Beta) |
|
| Large Growth | 10.43% (0.89) | 9.44% (1.03) |
| Large Blend | 9.94% (0.96) | 7.95% (0.97) |
| Large Value | 8.09% (0.86) | 6.47% (0.91) |
| Mid-Cap Growth | 10.63% (0.96) | 10.64% (1.09) |
| Mid-Cap Blend | 10.49% (0.89) | 9.68% (0.95) |
| Mid-Cap Value | 9.52% (0.85) | 7.75% (0.92) |
| Small Growth | 8.33% (1.09) | 7.51% (1.03) |
| Small Blend | 9.26% (0.94) | 9.26% (0.98) |
| Small Value | 7.17% (0.94) | 6.66% (0.88) |
| Conservative Allocation | 10.99% (0.30) | 5.75% (0.63) |
| Moderate Allocation | 11.53% (0.83) | 7.06% (0.84) |
| Foreign Large Growth | 25.10% (1.31) | 22.25% (1.28) |
| Foreign Large Blend | 18.32% (1.07) | 15.06% (1.07) |
| Foreign Large Value | 18.42% (1.15) | 16.70% (1.08) |
| World Stock | 11.35% (0.86) | 11.69% (0.97) |
| Number of mutual funds | 102 | 573 |
Overall, Fund Mojo can accomplish superior results with less volatility!
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