The large number of mutual funds has little to do with serving investors’ best interests. Here are three red flags investors can use to avoid the worst mutual funds.
The Large Cap Value style ranks first out of the twelve fund styles as detailed in our 2Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Very Attractive rating.
The Large Cap Growth style ranks fifth out of the twelve fund styles as detailed in our 2Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
The Large Cap Blend style ranks second out of the twelve fund styles as detailed in our 2Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Attractive rating.
At the beginning of the second quarter of 2021, only the Consumer Non-cyclicals, Healthcare, and Financials sectors earn an Attractive-or-better rating.
Within the S&P 500, only the Technology, Consumer Non-cyclicals, Telecom Services, and Healthcare sectors saw a year-over-year (YoY) rise in Core Earnings in 2020.