January 25, 20230Comments

Large Cap Blend Style 1Q23: Best and Worst

The Large Cap Blend style ranks fourth out of the twelve fund styles and the category receives our Neutral rating.

by Kyle Guske II, Senior Investment Analyst, MBA

January 25, 20230Comments

All Cap Value Style 1Q23: Best and Worst

The All Cap Value style ranks second out of the twelve fund styles and the category receives our Attractive rating.

by Kyle Guske II, Senior Investment Analyst, MBA

January 25, 20230Comments

All Cap Growth Style 1Q23: Best and Worst

The All Cap Growth style ranks eleventh out of the twelve fund styles and the category receives our Unattractive rating.

by Kyle Guske II, Senior Investment Analyst, MBA

January 25, 20230Comments

All Cap Blend Style 1Q23: Best and Worst

The All Cap Blend style ranks third out of the twelve fund styles and the category receives our Attractive rating.

by Kyle Guske II, Senior Investment Analyst, MBA

January 23, 20230Comments

Don’t Chase Yield with This Fund’s Poor Holdings

With above-average costs and a low-quality portfolio, future outperformance from this fund looks unlikely.

by Kyle Guske II, Senior Investment Analyst, MBA

January 23, 20230Comments

Podcast: Why This Dividend Focused Mutual Fund Is in The Danger Zone

CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: Don’t Chase Yield with This Fund’s Poor Holdings.

by Kyle Guske II, Senior Investment Analyst, MBA

January 20, 20230Comments

Style Ratings for ETFs & Mutual Funds: 1Q23

At the beginning of the first quarter of 2023, the Large Cap Value, All Cap Value, and All Cap Blend styles earn an Attractive-or-better rating.

by Kyle Guske II, Senior Investment Analyst, MBA

January 19, 20230Comments

Safest Dividend Yields Model Portfolio: January 2023

New Professional Members and higher can access January's Safest Dividend Yields Model Portfolio as of Thursday, January 19.

by Kyle Guske II, Senior Investment Analyst, MBA

January 18, 20230Comments

1Q23 Sector Ratings Recap

At the beginning of each quarter, we rank each sector from best to worst with our Sector Ratings Report. The following is our analysis of each sector for the first quarter of 2023.

by Kyle Guske II, Senior Investment Analyst, MBA

January 17, 20230Comments

A Winning Focus List: Short Pick with Further to Fall

We’re analyzing a Focus List: Short stock that outperformed last year and why it remains on our Focus List: Short.

by Kyle Guske II, Senior Investment Analyst, MBA

January 17, 20230Comments

Utilities Sector 1Q23: Best and Worst

The Utilities sector ranks eleventh out of the 11 sectors as detailed in our 1Q23 Sector Ratings for ETFs and Mutual Funds report. It gets our Very Unattractive rating.

by Kyle Guske II, Senior Investment Analyst, MBA

January 17, 20230Comments

Telecom Services Sector 1Q23: Best and Worst

The Telecom Services sector ranks sixth out of the 11 sectors as detailed in our 1Q23 Sector Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.

by Kyle Guske II, Senior Investment Analyst, MBA

January 17, 20230Comments

Technology Sector 1Q23: Best and Worst

The Technology sector ranks seventh out of the 11 sectors as detailed in our 1Q23 Sector Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.

by Kyle Guske II, Senior Investment Analyst, MBA

January 17, 20230Comments

Real Estate Sector 1Q23: Best and Worst

The Real Estate sector ranks tenth out of the 11 sectors as detailed in our 1Q23 Sector Ratings for ETFs and Mutual Funds report. It gets our Unattractive rating.

by Kyle Guske II, Senior Investment Analyst, MBA

January 17, 20230Comments

Industrials Sector 1Q23: Best and Worst

The Industrials sector ranks ninth out of the 11 sectors as detailed in our 1Q23 Sector Ratings for ETFs and Mutual Funds report. It gets our Unattractive rating.

by Kyle Guske II, Senior Investment Analyst, MBA

January 17, 20230Comments

Healthcare Sector 1Q23: Best and Worst

The Healthcare sector ranks third out of the 11 sectors as detailed in our 1Q23 Sector Ratings for ETFs and Mutual Funds report. It gets our Attractive rating.

by Kyle Guske II, Senior Investment Analyst, MBA

January 17, 20230Comments

Financials Sector 1Q23: Best and Worst

The Financials sector ranks fifth out of the 11 sectors as detailed in our 1Q23 Sector Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.

by Kyle Guske II, Senior Investment Analyst, MBA

January 17, 20230Comments

Energy Sector 1Q23: Best and Worst

The Energy sector ranks first out of the 11 sectors as detailed in our 1Q23 Sector Ratings for ETFs and Mutual Funds report. It gets our Very Attractive rating.

by Kyle Guske II, Senior Investment Analyst, MBA

January 17, 20230Comments

Consumer Non-cyclicals Sector 1Q23: Best and Worst

The Consumer Non-cyclicals sector ranks fourth out of the 11 sectors as detailed in our 1Q23 Sector Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.

by Kyle Guske II, Senior Investment Analyst, MBA

January 17, 20230Comments

Consumer Cyclicals Sector 1Q23: Best and Worst

The Consumer Cyclicals sector ranks eighth out of the 11 sectors as detailed in our 1Q23 Sector Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.

by Kyle Guske II, Senior Investment Analyst, MBA

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