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 indicative of how each style should perform going forward.
This analysis is available to our Platinum-level and higher members and enables investors to make better portfolio allocation decisions by identifying which funds to avoid and which funds to buy. More reliable & proprietary fundamental data, as shown in The Journal of Financial Economics, and shown to provide a new source of alpha, drives our research. Our Robo-Analyst technology empowers our unique ETF and mutual fund rating methodology, which leverages our rigorous analysis of each fund’s holdings.
Some of the best funds include ADRE, MRFOX, RDVY, and SNTFX. Some of the worst funds include AILG, EMGRX, FRTY, and NBRAX.
The following are our style analyses for the fourth quarter of 2022.
- 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 October 25, 2022.
Disclosure: David Trainer, Kyle Guske II, and Matt Shuler receive no compensation to write about any specific stock, sector, style, or theme.
 Harvard Business School features the powerful impact of our research automation technology in the case New Constructs: Disrupting Fundamental Analysis with Robo-Analysts.