A Small Cap Fund You Should Avoid

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CWSVX, effectively the worst fund in the worst style, is in the Danger Zone this week for a number of reasons.

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What We’re Reading This Morning – July 28, 2015

Should investors bet against the bull market?

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What We’re Reading This Morning – July 27, 2015

What’s fueling the frenzy in China stocks?

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How To Avoid the Worst Style Mutual Funds 3Q15

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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.

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David Trainer Discusses Why Small Cap Investors Belong In the Danger Zone

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CEO David Trainer sat down with Chuck Jaffe of Money Life and MarketWatch.com to talk about our Danger Zone pick this past week: Small Cap Investment Style.

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What We’re Reading This Morning – July 24, 2015

Is the Dow’s underperformance a big opportunity?

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How To Avoid the Worst Style ETFs 3Q15

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Why are there so many ETFs? ETF providers tend to make lots of money on each ETF so they create more products to sell. The large number of ETFs has little to do with serving your best interests. Here are three red flags you can use to avoid the worst ETFs.

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How To Avoid the Worst Sector Mutual Funds 3Q15

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The large number of mutual funds has little to do with serving your best interests. Here are three red flags you can use to avoid the worst mutual funds

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What We’re Reading This Morning – July 23, 2015

Which type of stock has been the latest to fall victim to the commodity rout?

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How To Avoid the Worst Sector ETFs 3Q15

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Why are there so many ETFs? ETF providers tend to make lots of money on each ETF so they create more products to sell. The large number of ETFs has little to do with serving your best interests. Below are three red flags you can use to avoid the worst ETFs:

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How to Find the Best Style Mutual Funds 3Q15

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Finding the best mutual funds is an increasingly difficult task in a world with so many to choose from. How can you pick with so many choices available?

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How to Find the Best Style ETFs 3Q15

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Finding the best ETFs is an increasingly difficult task in a world with so many to choose from. How can you pick with so many choices available?

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How to Find the Best Sector Mutual Funds 3Q15

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Finding the best mutual funds is an increasingly difficult task in a world with so many to choose from. How can you pick with so many choices available?

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Invest in Only the Best ETFs

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Finding the best ETFs is an increasingly difficult task in a world with so many to choose from. How can you pick with so many choices available?

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What We’re Reading This Morning – July 22, 2015

Will this ‘peak hatred’ for gold affect the stock market?

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Cheap Funds Dupe Investors – 3Q15

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Fund holdings affect fund performance more than fees or past performance. A cheap fund is not necessarily a good fund. A fund that has done well in the past is not likely to do well in the future.

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What We’re Reading This Morning – July 21, 2015

Should investors trust the stock market rally?

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The Small Cap Style is No Place to Be

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We’ve previously put the Small Cap Blend style in the Danger Zone, and the time has come to take a look at the entire Small Cap style.

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3Q15 Style Ratings Recap

At the beginning of each quarter, we rank each style from best to worst with our Style Ratings Report. These rankings are forward looking and are indicative of how each style should perform going forward. The following is our analysis of each style for the third quarter of 2015.

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The Best and Worst of the Small Cap Value Style

The Small Cap Value style ranks tenth out of the 12 fund styles as detailed in our 3Q15 Style Ratings for ETFs and Mutual Funds report. It gets our Dangerous rating.

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