At the beginning of each quarter, we rank each of the twelve ETF and Mutual Fund “style” categories from best to worst with our Style Ratings Report. These rankings are forward-looking and are indicate how each style should perform going forward.

Buy The Best & Worst Style ETF & Mutual Fund Reports

This analysis is available to our Professional and Institutional members and enables investors to better allocate capital by identifying which funds to avoid and which funds to buy. More reliable & proprietary fundamental data, as shown in The Journal of Financial Economics, provides a new source of alpha and drives our research. Our Robo-Analyst technology[1] empowers our unique ETF and mutual fund rating methodology, which leverages our rigorous analysis of each fund’s holdings.[2]

Some of the best funds include Trim Tabs FCF U.S. Quality ETF (TTAC), Steward International Enhanced Index Fund (SNTFX), ETF 6 Meridian Mega Cap Equity ETF (SIXA), and Cambiar SMID Fund (CAMUX). Some of the worst funds include Invesco Real Assets ESG ETF (IVRA), Longleaf Partners Fund (LLPFX), Motley Fool Small Cap Growth ETF (TMFS), and Bertolet Capital Pinnacle Value Fund (PVFIX).

Last quarter’s Style Ratings can be found here. Last quarter’s Style Recap is available here.

The following are our style analyses for the first quarter of 2023.

This article was originally published on January 26, 2023.

Disclosure: David Trainer, Kyle Guske II, Matt Shuler, and Italo Mendonça receive no compensation to write about any specific stock, sector, style, or theme.

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[1] Harvard Business School features the powerful impact of our research automation technology in the case New Constructs: Disrupting Fundamental Analysis with Robo-Analysts.

[2] See how our models and financial ratios are superior to Bloomberg and Capital IQ’s (SPGI) analytics in the detailed appendix of this paper.

Click here to download a PDF of this report.

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