At the beginning of each quarter, we rank each investment style from best to worst with our Style Rankings Report. These rankings are forward looking and are indicative of how each style should perform going forward. We then analyze each style, looking into its fundamental metrics such as return on invested capital (ROIC), after-tax profit (NOPAT), and price to economic book value (PEBV). This gives you a picture of each investment style as a whole. The 1Q15 Style Rankings can be found here.
We also highlight the top ETFs or mutual funds, along with the worst, or ones to avoid. We even highlight a quality stock and a dangerous stock within the style as well. This analysis is available to our platinum and higher members. This information allows you to make better decisions when allocating your portfolio, what stocks to look at, which funds to avoid, or which funds to buy. The following is our analysis of each investment style for the second quarter of 2015.
- All Cap Blend — Worthy Investments in the All Cap Blend Style
- All Cap Growth — Finding Quality in the All Cap Growth Style
- All Cap Value — Opportunities Available in the All Cap Value Style
- Large Cap Blend — The Best and Worst in the Large Cap Blend Style
- Large Cap Growth — Growing With These Large Cap Growth Investments
- Large Cap Value — The Large Cap Value Style is Worth Your While
- Mid Cap Blend — The Best & Worst Mid Cap Blend Style Opportunities
- Mid Cap Growth — Getting Selective in the Mid Cap Growth Style
- Mid Cap Value — Searching Through the Mid Cap Value Style
- Small Cap Blend — The Best and Worst Small Cap Blend Style Investments
- Small Cap Growth — Avoid the Pitfalls of the Small Cap Growth Style
- Small Cap Value — The Best & Worst of the Small Cap Value Style
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