At the beginning of each quarter, we rank each style from best to worst with our Style Ratings Report. These rankings are forward looking and are indicative of how each style should perform going forward.
We also highlight the top ETFs and mutual funds, along with the worst ones to avoid. This analysis is available to our Platinum and higher members. This information allows you to make better decisions when allocating your portfolio by identifying which funds to avoid and which funds to buy. More reliable & proprietary fundamental data, proven in The Journal of Financial Economics, 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 JEPI, VECRX, PWV, and MMCRX. Some of the worst include DIG, DADGX, GBGR, and PSLAX.
Last quarter’s Style Ratings can be found here. Last quarter’s Style Recap is available here.
The following is our analysis of each style for the third quarter of 2021.
- All Cap Blend
- All Cap Growth
- All Cap Value
- Large Cap Blend
- Large Cap Growth
- Large Cap Value
- Mid Cap Blend
- Mid Cap Growth
- Mid Cap Value
- Small Cap Blend
- Small Cap Growth
- Small Cap Value
This article originally published on July 16, 2021.
Disclosure: David Trainer, Kyle Guske II, and Matt Shuler receive no compensation to write about any specific stock, 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.