Each quarter, we provide the most comprehensive review of equity ETFs and mutual funds available. We review the Best & Worst ETFs and Mutual Funds by sector and style. This article provides quick access to all our 4Q reports on Style funds.
Amazon (AMZN: $356/share) filed its annual Form 10-K last week. Our analysts have picked through the financial footnotes and fine print. 2013 results reinforce my bearish thesis from May of 2013 that AMZN’s valuation implies a more unrealistic level of growth and profitability than investors realize.
The Small Cap Value style ranks twelfth out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Dangerous rating, which is based on aggregation of ratings of 15 ETFs and 263 mutual funds in the Small Cap Value style as of January 30, 2014.
Paying customers can access February's 40 Most Dangerous Stocks as of Wednesday, February 5. We provide 20 large/mid cap names to sell or short and 20 small cap names in this monthly
Paying customers can access February's 40 Most Attractive Stocks as of Wednesday, February 5. We provide 20 large/mid cap names and 20 small cap names to buy in this monthly newsletter.
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The Small Cap Growth style ranks ninth out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Dangerous rating, which is based on aggregation of ratings of 11 ETFs and 437 mutual funds in the Small Cap Growth style as of January 30, 2014.
The Small Cap Blend style ranks eleventh out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Dangerous rating, which is based on aggregation of ratings of 24 ETFs and 624 mutual funds in the Small Cap Blend style as of January 29, 2014.
The Mid Cap Value style ranks tenth out of the twelve styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Dangerous rating, which is based on aggregation of ratings of 11 ETFs and 184 mutual funds in the Mid Cap Value style as of January 28th, 2014.
The Mid Cap Growth style ranks eighth out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Dangerous rating, which is based on aggregation of ratings of 10 ETFs and 356 mutual funds in the Mid Cap Growth style as of January 29, 2014.
The Mid Cap Blend style ranks seventh out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Dangerous rating, which is based on aggregation of ratings of 16 ETFs and 336 mutual funds in the Mid Cap Blend style as of January 28, 2014
The Large Cap Value style ranks third out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Neutral rating, which is based on aggregation of ratings of 49 ETFs and 807 mutual funds in the Large Cap Value style as of January 28, 2014.
The Large Cap Growth style ranks fourth out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Neutral rating, which is based on aggregation of ratings of 24 ETFs and 650 mutual funds in the Large Cap Growth style as of January 27, 2014.
The Large Cap Blend style ranks second out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Neutral rating, which is based on aggregation of ratings of 35 ETFs and 886 mutual funds in the Large Cap Blend style as of January 27, 2014.
The All Cap Value style ranks sixth out of the twelve styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Dangerous rating, which is based on aggregation of ratings of 2 ETFs and 239 mutual funds in the All Cap Value style as of January 27th, 2014.
The All Cap Growth style ranks fifth out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Neutral rating, which is based on aggregation of ratings of 2 ETFs and 448 mutual funds in the All Cap Growth style as of January 28, 2014.
The All Cap Blend style ranks second out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Neutral rating, which is based on aggregation of ratings of 38 ETFs and 738 mutual funds in the All Cap Blend style as of January 24, 2014.
This report identifies the “best” ETFs and mutual funds based on the quality of their holdings and their costs. As detailed in “Low-Cost Funds Dupe Investors”, there are few funds that have both good holdings and low costs. While there are lots of cheap funds, there are very few with high-quality holdings.