EQUITY FUND OUTLOOK  
  A Guide to the Best-Managed Growth Funds
 Published by EQUITY FUND RESEARCH   P.O. BOX 76    BOSTON MA  02117

   #1 fund newsletter for 5 years ending June 2004 -HFD

A Consistent Long-term Performer

    Of the dozens of fund newsletters tracked by the Hulbert Financial Digest EQUITY FUND OUTLOOK has been consistently among the top-five mutual fund advisory services over trailing five-year periods in each monthly issue over the last seven years. EQUITY FUND OUTLOOK also ranked very high in risk-adjusted return for all periods. Some performance comparisons for periods ending June 2004:

Effective annual compound total return of EFO Model Portfolios for periods ending 6/30/2004 vs. Wilshire 5000 (with dividends). Source: HFD & EFO      

 

1 year

2.5 years

 5 years

10 years

13.5 years

Tax-advantaged

31.4%

 9.4%

15.3%

17.8%

18.5%

Taxable

34.5%

 9.8%

9.3%

15.3%

15.8%

Wilshire 5000 T.R

21.1%

 3.2%

-1.1%

11.5%

12.0%

Readers of EQUITY FUND OUTLOOK are among the best-informed and most successful fund investors.  They:

  • Know what the best-managed growth funds of all types are and where to find them
  • Know which new funds are especially attractive
  • Have a wealth of information to go on if they want  to construct their own portfolios. OR
  • Can follow EFO’s winning model portfolios.
  • Get weekly HOTLINE updates by e-mail.

Learn more about EQUITY FUND OUTLOOK and HOW IT WORKS .
 
Find out about the EDITOR and what financial writers have to say about EFO
 
View Forbes online article on EFO
 
Review a description of the MANAGED
ACCOUNT SERVICE

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HOW IT WORKS

Finding the best-managed funds is what EQUITY FUND OUTLOOK is all about.  EFO does the work for you by comparing performance of about 275 of the best no- or low-load growth funds in both up- and down-periods against the broad market.  With a relative up- and down-market score for each fund, EFO then divides the up-score by the down score to get a reward-risk ratio, which we call the Investment Skill Quotient (ISQ).

   Relative up-market performance   = Investment Skill Quotient
   Relative down-market performance

The up, down, and ISQ scores are used to give a fresh rating each month for each fund in the extensive and continuously updated EFO universe. Subscribers use these ratings to select the best fund in each category and as signals to upgrade to better choices things change and new funds are added.

Two model portfolios are maintained: a TAX-ADVANTAGED portfolio for IRA, Keogh type accounts, and TAXABLE portfolio for other personal assets. A risk stance between market and aggressive is assumed for each portfolio, but there is more activity in the TAX-ADVANTAGED portfolio and only tax-efficient funds in the TAXABLE portfolio.

The wealth of information in each issue also allows readers to create their own  portfolios. A fresh WISH LIST for those starting with all cash is in each issue. And newer funds of possible interest are maintained in the WATCH LIST.  A Q&A section appears as needed.

Subscribers get a GUIDE and DIRECTORY of funds and fund groups with first issue. And a weekly HOTLINE telephone message - sent by E-mail (if requested).

Other fund information in EFO

  • Manager tenure
  • Portfolio turnover and     diversification
  • Arithmetic & exponential trends for 13, 26 and 39 weeks
  • Tax efficiency
  • Stock selection style and size of firms in portfolio
  • Correlation with NYSE  and OTC composites
  • Assets in the fund
  • Technology weighting
  • Cash position
  • Distribution pattern and warnings
  • Brokerage availability
  • semi-log charts with relative strength for selected funds.

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Readers with web access can also get weekly performance and ratings updates.

ABOUT THE EDITOR

Thurman L. Smith, editor of EQUITY FUND OUTLOOK, has been managing client accounts with funds since 1982. Previously he spent twelve years developing investment research applications at State Street Bank, Loomis Sayles and Fidelity Investments.  He independently developed tools to analyze reward/risk characteristics of growth funds. In managing client accounts he realized that he needed more powerful analytical tools than were available from existing services and developed a database and software to better rate equity funds. He decided to share this analysis with others by launching EQUITY FUND OUTLOOK in 1988. Mr. Smith has an MBA in finance and investments from Babson College and authored Investors CAN Beat Inflation (Tab Books) in 1980.

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COMMENTS FROM  FINANCIAL WRITERS . . .

"Smith's advice is so precise that investors can put his fund picks into action with ease." - Margaret Boitano, in Barron's

"Do you like to own today's hottest mutual funds -the ones that are producing the best returns for the risk they're taking and are often at the top of the performance charts? If so Equity Fund Outlook may be for you." - Stephen Goldberg in Kiplingers Personal Finance

"Equity Fund Outlook is a very useful monthly newsletter that covers the broad spectrum of no-load funds." - Brendan Boyd, Investors Notebook

"Thurman Smith tests mutual funds on their 'ISQ' and by doing so has certainly outsmarted many other fund advisors."
- Louis Rukeyser, in Louis Rukeyser's Wall Street

"The bulk of the credit for this market-beating performance should probably go to Smith's fund selection abilities."
- Mark Hulbert, The Hulbert Guide to Financial Newsletters
 

Questions?: E-mail us at info-at-efoutlook.com
or call us at  800-982-0055  8-4 M-F eastern time          

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Our office is located in Malden, Massachusetts, 3 miles north of Boston.

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