Long Idea: This Industrials Mutual Fund Earns Its Fees
Industrials have looked cheap to us for a while. This fund is the best in the sector, and you would never know based on traditional fund research.
Model Portfolio Update: New Stocks on Safest Dividend Yield
Get a free look at one of the 10 new stocks that made our Safest Dividend Yield Model Portfolio this month. This portfolio is up 10% vs S&P up 6% since inception.
Proof Is In The Performance: Our Model Portfolios Outperform In 2016
Through 2016, our model portfolios outperformed their benchmarks.
DOL Fiduciary Rule Webinar: Feb 2nd, 4pm EST
How can advisors be sure their investment recommendations satisfy the fiduciary rule? Join us for a live webinar with CEO David Trainer to learn more about our unique DOL Fiduciary rule solutions.
@MichaelKitces Features Our “Guidelines for Due Diligence”
Michael Kitces highlights our Letter to the DOL, which offers guidance on how to define research that meets the fiduciary standard.
Upcoming Research
- Model Portfolio Update: Most Attractive & Most Dangerous will be updated on 2/2/17
- Look for a new Long Idea next week
- A new Danger Zone will be published on 1/30/17
- DOL Fiduciary Rule Webinar 2/2/17 at 4pm EST
Coverage Updates
- 214:10-Qs parsed since Jan 1.
- 79:10-Ks parsed since Jan 1.
- 194: Stocks & mutual funds added to coverage universe over the last 3 months.
Style Ratings 1Q17: Best and Worst ETFs & Mutual Funds
At the beginning of the first quarter of 2017, only the Large Cap Blend and All Cap Blend styles earn an Attractive-or-better rating.
Sector Ratings Recap 1Q17: Best and Worst ETFs & Mutual Funds
Quick and easy access to our 1Q17 analysis of each sector.
Health Care Sector 1Q17: Best and Worst ETFs & Mutual Funds
Get our top picks and pans for ETFs and mutual funds in this sector for 1Q17.
Industrials Sector 1Q17: Best and Worst ETFs & Mutual Funds
Get our top picks and pans for ETFs and mutual funds in this sector for 1Q17.
Information Technology Sector 1Q17: Best and Worst ETFs & Mutual Funds
Get our top picks and pans for ETFs and mutual funds in this sector for 1Q17.
Materials Sector 1Q17: Best and Worst ETFs & Mutual Funds
Get our top picks and pans for ETFs and mutual funds in this sector for 1Q17.
Telecom Services Sector 1Q17: Best and Worst ETFs & Mutual Funds
Get our top picks and pans for ETFs and mutual funds in this sector for 1Q17.
Utilities Sector 1Q17: Best and Worst ETFs & Mutual Funds
Get our top picks and pans for ETFs and mutual funds in this sector for 1Q17.