October 21, 20240CommentsDon’t Overpay for Poor Stock SelectionThis mid cap mutual fund invests in companies that are less profitable and whose stocks are more expensive than the benchmark. by Hakan Salt, Associate Investment Analyst
October 18, 20240CommentsSmall Cap Value Style 4Q24: Best and WorstThe Small Cap Value style ranks eighth out of the twelve fund styles detailed in our 4Q24 Style Ratings for ETFs and Mutual Funds report. by Hakan Salt, Associate Investment Analyst
October 18, 20240CommentsSmall Cap Growth Style 4Q24: Best and WorstThe Small Cap Growth style ranks twelfth out of the twelve fund styles detailed in our 4Q24 Style Ratings for ETFs and Mutual Funds report. by Hakan Salt, Associate Investment Analyst
October 18, 20240CommentsSmall Cap Blend Style 4Q24: Best and WorstThe Small Cap Blend style ranks eleventh out of the twelve fund styles detailed in our 4Q24 Style Ratings for ETFs and Mutual Funds report. by Hakan Salt, Associate Investment Analyst
October 18, 20240CommentsMid Cap Value Style 4Q24: Best and WorstThe Mid Cap Value style ranks tenth out of the twelve fund styles detailed in our 4Q24 Style Ratings for ETFs and Mutual Funds report. by Hakan Salt, Associate Investment Analyst
October 18, 20240CommentsMid Cap Growth Style 4Q24: Best and WorstThe Mid Cap Growth style ranks ninth out of the twelve fund styles detailed in our 4Q24 Style Ratings for ETFs and Mutual Funds report. by Hakan Salt, Associate Investment Analyst
October 18, 20240CommentsMid Cap Blend Style 4Q24: Best and WorstThe Mid Cap Blend style ranks seventh out of the twelve fund styles detailed in our 4Q24 Style Ratings for ETFs and Mutual Funds report. by Hakan Salt, Associate Investment Analyst
October 17, 20240CommentsLarge Cap Value Style 4Q24: Best and WorstThe Large Cap Value style ranks third out of the twelve fund styles detailed in our 4Q24 Style Ratings for ETFs and Mutual Funds report. The category receives our Attractive rating. by Hakan Salt, Associate Investment Analyst
October 17, 20240CommentsLarge Cap Growth Style 4Q24: Best and WorstThe Large Cap Growth style ranks fifth out of the twelve fund styles detailed in our 4Q24 Style Ratings for ETFs and Mutual Funds report. by Hakan Salt, Associate Investment Analyst
October 17, 20240CommentsLarge Cap Blend Style 4Q24: Best and WorstThe Large Cap Blend style ranks second out of the twelve fund styles detailed in our 4Q24 Style Ratings for ETFs and Mutual Funds report. by Hakan Salt, Associate Investment Analyst
October 17, 20240CommentsAll Cap Value Style 4Q24: Best and WorstThe All Cap Value style ranks first out of the twelve fund styles detailed in our 4Q24 Style Ratings for ETFs and Mutual Funds report. by Hakan Salt, Associate Investment Analyst
October 17, 20240CommentsAll Cap Growth Style 4Q24: Best and WorstThe All Cap Growth style ranks sixth out of the twelve fund styles detailed in our 4Q24 Style Ratings for ETFs and Mutual Funds report. by Hakan Salt, Associate Investment Analyst
October 17, 20240CommentsAll Cap Blend Style 4Q24: Best and WorstThe All Cap Blend style ranks fourth out of the twelve fund styles detailed in our 4Q24 Style Ratings for ETFs and Mutual Funds report. by Hakan Salt, Associate Investment Analyst
October 16, 20240CommentsStyle Ratings for ETFs and Mutual Funds: 4Q24Investors looking for style funds that hold quality stocks should focus on the All Cap Value, Large Cap Blend, and Large Cap Value styles. by Hakan Salt, Associate Investment Analyst
October 16, 20240CommentsOctober 2024 Update with Featured Stocks from our Most Attractive/Most Dangerous Model PortfoliosGet details on two of the featured stocks in October 2024's Most Attractive/Most Dangerous Model Portfolios. by Hakan Salt, Associate Investment Analyst
October 15, 20240Comments4Q24 ETF & Mutual Fund Sector Ratings RecapIn each quarter, we rank the sectors from best to worst in our Sector Ratings Report. The following is our analysis of each sector for 4Q24. by Hakan Salt, Associate Investment Analyst
October 14, 20240CommentsZombie Stock Status AffirmedWe believe that this company cannot meet the future cash flow expectations baked into its stock price. by Hakan Salt, Associate Investment Analyst
October 11, 20240CommentsSector Ratings for ETFs & Mutual Funds: 4Q24At the beginning of 4Q24, the Energy, Consumer Non-cyclicals, and Financials sectors each earn an Attractive-or-better rating. by Hakan Salt, Associate Investment Analyst
October 10, 20240CommentsSeptember 2024 Update with Featured Stock From our Dividend Growth Model PortfolioGet details on one of the stocks in September 2024's Dividend Growth Model Portfolio. by Hakan Salt, Associate Investment Analyst
October 8, 20240CommentsBack from the Dead: Updating the Zombie Stock ListIn this report, we’re taking six stocks off our Zombie Stocks list and closing one Danger Zone pick. by Hakan Salt, Associate Investment Analyst