Senior Investment Analyst Kyle Guske II sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: This Mid Cap Value Fund Stands Out for the Wrong Reasons.
Our Focus List Stocks: Long Model Portfolio and our Focus List Stocks: Short Model Portfolio beat the Risk-Free Rate as a long/short portfolio by 25% in 1Q26.
The Small Cap Value style ranks seventh out of the ten fund styles detailed in our 2Q26 Style Ratings for ETFs and Mutual Funds report. The category receives our Neutral rating.
The Small Cap Growth style ranks ninth out of the ten fund styles detailed in our 2Q26 Style Ratings for ETFs and Mutual Funds report. The category receives our Unattractive rating.
The Small Cap Blend style ranks last out of the ten fund styles detailed in our 2Q26 Style Ratings for ETFs and Mutual Funds report. The category receives our Very Unattractive rating.
The Mid Cap Value style ranks third out of the ten fund styles detailed in our 2Q26 Style Ratings for ETFs and Mutual Funds report. The category receives our Attractive rating.
The Mid Cap Growth style ranks sixth out of the ten fund styles detailed in our 2Q26 Style Ratings for ETFs and Mutual Funds report. The category receives our Neutral rating.
The Mid Cap Blend style ranks eighth out of the ten fund styles detailed in our 2Q26 Style Ratings for ETFs and Mutual Funds report. The category receives our Unattractive rating.
The Large Cap Value style ranks first out of the ten fund styles detailed in our 2Q26 Style Ratings for ETFs and Mutual Funds report. The category receives our Very Attractive rating.
The Large Cap Growth style ranks fifth out of the ten fund styles detailed in our 2Q26 Style Ratings for ETFs and Mutual Funds report. The category receives our Neutral rating.