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January 21, 20220Comments

A Turning Point in the Market – Bloomberg TV

We joined Bloomberg’s QuickTake to discuss the churn from high-flying momentum names to stocks with strong fundamentals and more.
by Matt Shuler, Investment Analyst II
Sector Ratings Recap
January 21, 20220Comments

1Q22 Style Ratings Recap

At the beginning of each quarter, we rank each style from best to worst with our Style Ratings Report. The following is our analysis of each style for the first quarter of 2022.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
January 21, 20220Comments

Small Cap Value Style 1Q22: Best and Worst

The Small Cap Value style ranks eighth out of the twelve fund styles as detailed in our 1Q22 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
January 21, 20220Comments

Small Cap Growth Style 1Q22: Best and Worst

The Small Cap Growth style ranks last out of the twelve fund styles as detailed in our 1Q22 Style Ratings for ETFs and Mutual Funds report. It gets our Very Unattractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
January 21, 20220Comments

Small Cap Blend Style 1Q22: Best and Worst

The Small Cap Blend style ranks ninth out of the twelve fund styles as detailed in our 1Q22 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
January 21, 20220Comments

Mid Cap Value Style 1Q22: Best and Worst

The Mid Cap Value style ranks seventh out of the twelve fund styles as detailed in our 1Q22 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
January 21, 20220Comments

Mid Cap Growth Style 1Q22: Best and Worst

The Mid Cap Growth style ranks eleventh out of the twelve fund styles as detailed in our 1Q22 Style Ratings for ETFs and Mutual Funds report. It gets our Unattractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
January 20, 20220Comments

Mid Cap Blend Style 1Q22: Best and Worst

The Mid Cap Blend style ranks sixth out of the twelve fund styles as detailed in our 1Q22 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Danger Zone
January 20, 20220Comments

One Year Later: Meme Stocks Show Investors Ignore Fundamental Research

One-year removed from the reckless meme-stock rally of 2021, the valuation of some of the most popular meme-stocks remain untethered from reality.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
January 20, 20220Comments

Large Cap Value Style 1Q22: Best and Worst

The Large Cap Value style ranks fourth out of the twelve fund styles as detailed in our 1Q22 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
January 20, 20220Comments

Large Cap Growth Style 1Q22: Best and Worst

The Large Cap Growth style ranks fifth out of the twelve fund styles as detailed in our 1Q22 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
January 20, 20220Comments

Large Cap Blend Style 1Q22: Best and Worst

The Large Cap Blend style ranks third out of the twelve fund styles as detailed in our 1Q22 Style Ratings for ETFs and Mutual Funds report. It gets our Attractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
January 20, 20220Comments

All Cap Value Style 1Q22: Best and Worst

The All Cap Value style ranks first out of the twelve fund styles as detailed in our 1Q22 Style Ratings for ETFs and Mutual Funds report. It gets our Very Attractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
January 20, 20220Comments

All Cap Growth Style 1Q22: Best and Worst

The All Cap Growth style ranks tenth out of the twelve fund styles as detailed in our 1Q22 Style Ratings for ETFs and Mutual Funds report. It gets our Unattractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
January 20, 20220Comments

All Cap Blend Style 1Q22: Best and Worst

The All Cap Blend style ranks second out of the twelve fund styles as detailed in our 1Q22 Style Ratings for ETFs and Mutual Funds report. It gets our Attractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Model Portfolio
January 20, 20220Comments

Safest Dividend Yields Model Portfolio: January 2022

Platinum Members and higher can access January's Safest Dividend Yields Model Portfolio as of Thursday, January 20.
by Kyle Guske II, Senior Investment Analyst, MBA
Long Idea
January 19, 20220Comments

Picking Low-Cost Funds That Pick Winners

After rigorous analysis of ~7,500 mutual funds, we found a low-cost fund that successfully picks businesses with quality earnings and cheap valuations.
by Matt Shuler, Investment Analyst II
Best & Worst Sector Rankings
January 19, 20220Comments

Style Ratings for ETFs & Mutual Funds: 1Q22

As the first quarter of 2022 opens, the All Cap Value, All Cap Blend, and Large Cap Blend fund styles earn Attractive-or-better ratings.
by Kyle Guske II, Senior Investment Analyst, MBA
Danger Zone
January 18, 20220Comments

Focus List: Short Winner That Will Fall Further – Part 3

This is the last of three reports reviewing the biggest winners from this Model Portfolio last year and their potential returns for this year.
by Kyle Guske II, Senior Investment Analyst, MBA
Danger Zone
January 18, 20220Comments

Focus List: Short Winner That Will Fall Further – Part 2

This is the second of three reports reviewing the biggest winners from this Model Portfolio last year and their potential returns for this year.
by Kyle Guske II, Senior Investment Analyst, MBA
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