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Best & Worst by Style
October 18, 20210Comments

All Cap Growth Style 4Q21: Best and Worst

The All Cap Growth style ranks ninth out of the twelve fund styles as detailed in our 4Q21 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
October 18, 20210Comments

All Cap Blend Style 4Q21: Best and Worst

The All Cap Blend style ranks third out of the twelve fund styles as detailed in our 4Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Attractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst Sector Rankings
October 18, 20210Comments

Style Ratings for ETFs & Mutual Funds: 4Q21

At the beginning of the fourth quarter of 2021, the All Cap Value, Large Cap Blend, and All Cap Bend styles earn Attractive-or-better rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Danger Zone
October 18, 20210Comments

Don’t Buy a Fund Based on Its Cover

We’ve identified a mutual fund whose holdings fail to live up to its stated style and philosophy.
by Kyle Guske II, Senior Investment Analyst, MBA
Danger Zone Podcast
October 18, 20210Comments

Podcast: Why This Misleading Mutual Fund is in the Danger Zone

Investment Analyst Kyle Guske II sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: Don’t Buy a Fund Based on Its Cover
by Kyle Guske II, Senior Investment Analyst, MBA
ICYMI
October 15, 20210Comments

ICYMI: A Good Income Fund, GitLab Is Even More Dangerous, Historically Low Write-Downs in 2021, 4Q21 Sector Ratings & Model Portfolio Updates

Here's what happened at New Constructs this past week.
by Matt Shuler, Investment Analyst II
October 15, 20210Comments

Big Bank Earnings: Bloomberg TV

We joined Bloomberg TV to discuss the market’s reaction to big bank’s earnings and more.
by Alex Sword
October 15, 20210Comments

Stocks Likely to Beat or Miss 3Q21 Earnings: TD Ameritrade Network

We joined TD Ameritrade Network’s Oliver Renick on Morning Trade Live to discuss the stocks likely to beat or miss earnings estimates.
by Alex Sword
Sector Ratings Recap
October 14, 20210Comments

4Q21 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 fourth quarter of 2021.
by Matt Shuler, Investment Analyst II
Model Portfolio
October 14, 20210Comments

Exec Comp Aligned with ROIC Model Portfolio: October 2021

Platinum Members and higher can access October's Executive Compensation Aligned With ROIC Model Portfolio as of Thursday, October 14.
by Kyle Guske II, Senior Investment Analyst, MBA
Long Idea
October 13, 20210Comments

Better Holdings Than the Benchmark

After analyzing the holdings of ~6,000 mutual funds, we found a fund with an investment process that invests in quality businesses at cheap valuations.
by Matt Shuler, Investment Analyst II
Featured Stocks in MAMD Portfolios
October 13, 20210Comments

Featured Stocks in October 2021’s Most Attractive/Most Dangerous Model Portfolios

See two of the featured stocks from October 2021's model portfolios.
by Alex Sword
Model Portfolio
October 13, 20210Comments

Focus List Stocks: Long – Update 10/13/21

We’ve made the following update to our Focus List Stocks: Long Model Portfolio as of October 13, 2021.
by Kyle Guske II, Senior Investment Analyst, MBA
Sector & Industry Fundamentals
October 12, 20210Comments

Write-Downs Near 15-Year Lows Post 2020 “Kitchen Sink”

After taking large write-downs in 2020, S&P 500 companies are on pace to record the lowest amount of write-downs in 15 years.
by Matt Shuler, Investment Analyst II
Best & Worst Sector Funds
October 12, 20210Comments

Utilities Sector 4Q21: Best and Worst

The Utilities sector ranks ninth out of the 11 sectors as detailed in our 4Q21 Sector Ratings for ETFs and Mutual Funds report. It gets our Unattractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst Sector Funds
October 12, 20210Comments

Telecom Services Sector 4Q21: Best and Worst

The Telecom Services sector ranks second out of the 11 sectors as detailed in our 4Q21 Sector Ratings for ETFs and Mutual Funds report. It gets our Attractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst Sector Funds
October 12, 20210Comments

Technology Sector 4Q21: Best and Worst

The Technology sector ranks seventh out of the 11 sectors as detailed in our 4Q21 Sector Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst Sector Funds
October 12, 20210Comments

Real Estate Sector 4Q21: Best and Worst

The Real Estate sector ranks tenth out of the 11 sectors as detailed in our 4Q21 Sector Ratings for ETFs and Mutual Funds report. It gets our Unattractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst Sector Funds
October 12, 20210Comments

Industrials Sector 4Q21: Best and Worst

The Industrials sector ranks fifth out of the 11 sectors as detailed in our 4Q21 Sector Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst Sector Funds
October 12, 20210Comments

Healthcare Sector 4Q21: Best and Worst

The Healthcare sector ranks sixth out of the 11 sectors as detailed in our 4Q21 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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