4Q15 Style Ratings Recap
4Q15 comprehensive review of equity ETFs and mutual funds by style.
Blaine Skaggs
Blaine Skaggs
The Best and Worst of the Small Cap Value Style 4Q15
The Small Cap Value style ranks tenth out of the twelve fund styles as detailed in our 4Q15 Style Ratings for ETFs and Mutual Funds report. Last quarter, the Small Cap Value style ranked tenth as well. It gets our Dangerous rating
Thaxston McKee
The Best and Worst of the Small Cap Growth Style 4Q15
The Small Cap Growth style ranks eleventh out of the twelve fund styles as detailed in our 4Q15 Style Ratings for ETFs and Mutual Funds report. Last quarter, the Small Cap Growth style ranked eleventh as well. It gets our Dangerous rating.
Thaxston McKee
The Best and Worst of the Small Cap Blend Style 4Q15
The Small Cap Blend style ranks twelfth out of the twelve fund styles as detailed in our 4Q15 Style Ratings for ETFs and Mutual Funds report. Last quarter, the Small Cap Blend style ranked last as well. It gets our Dangerous rating.
Thaxston McKee
Danger Zone: Jarden Corporation (JAH)
What happens when executives are compensated based on “adjusted EPS?” They will run the business for the sole purpose of increasing EPS regardless of the effect on shareholders. This week’s Danger Zone stock, Jarden Corporation (JAH) is executing a roll-up scheme that lines the pockets of insiders and Wall Street banks while destroying shareholder value.
Kyle Guske II, Senior Investment Analyst, MBA
The Best and Worst of the Mid Cap Value Style 4Q15
The Mid Cap Value style ranks seventh out of the twelve fund styles as detailed in our 4Q15 Style Ratings for ETFs and Mutual Funds report. Last quarter, the Mid Cap Value style ranked fifth. It gets our Dangerous rating.
Blaine Skaggs
The Best and Worst of the Mid Cap Growth Style 4Q15
The Mid Cap Growth style ranks ninth out of the twelve fund styles as detailed in our 4Q15 Style Ratings for ETFs and Mutual Funds report. Last quarter, the Mid Cap Growth style ranked eighth. It gets our Dangerous rating.
Blaine Skaggs
Long Idea: Wells Fargo & Company (WFC)
In the search for safe investments in today’s volatile markets, investors should focus on companies that have a history of creating shareholder value, the ability to earn quality returns on capital, and an undervalued stock. This week’s Long Idea, Wells Fargo & Company (WFC) not only fits the description of a safe investment, but its shares are also greatly undervalued.
Kyle Guske II, Senior Investment Analyst, MBA
The Best and Worst of the Mid Cap Blend Style 4Q15
The Mid Cap Blend style ranks eighth out of the twelve fund styles as detailed in our 4Q15 Style Ratings for ETFs and Mutual Funds report. Last quarter, the Mid Cap Blend style ranked ninth. It gets our Dangerous rating
Kyle Guske II, Senior Investment Analyst, MBA
The Best and Worst of the Large Cap Value Style 4Q15
The Large Cap Value style ranks first out of the twelve fund styles as detailed in our 4Q15 Style Ratings for ETFs and Mutual Funds report. Last quarter, the Large Cap Value style ranked first as well. It gets our Attractive rating.
Thaxston McKee
The Best and Worst of the Large Cap Growth Style 4Q15
The Large Cap Growth style ranks fifth out of the twelve fund styles as detailed in our 4Q15 Style Ratings for ETFs and Mutual Funds report. Last quarter, the Large Cap Growth style ranked fourth. It gets our Neutral rating.
Thaxston McKee
David Trainer On Why Saratoga Financial Services Fund Is In The Danger Zone
CEO David Trainer sat down with Chuck Jaffe of Money Life and MarketWatch.com to talk about our Danger Zone pick this past week: Saratoga Financial Services Portfolio Fund.
Kyle Guske II, Senior Investment Analyst, MBA
The Best and Worst of the Large Cap Blend Style 4Q15
The Large Cap Blend style ranks second out of the twelve fund styles as detailed in our 4Q15 Style Ratings for ETFs and Mutual Funds report. Last quarter, the Large Cap Blend style ranked second as well. It gets our Attractive rating.
Thaxston McKee
The Best and Worst of the All Cap Value Style 4Q15
The All Cap Value style ranks fourth out of the twelve fund styles as detailed in our 4Q15 Style Ratings for ETFs and Mutual Funds report. Last quarter, the All Cap Value style ranked fifth. It gets our Neutral rating.
Blaine Skaggs
4 Dividend Traps To Avoid
Investors need to be careful and make sure they do more research beyond just looking at the dividend yield of a stock. Here are four stocks with high dividends that can burn unwary investors.
Sam McBride
The Best and Worst of the All Cap Growth Style 4Q15
The All Cap Growth style ranks sixth out of the twelve fund styles as detailed in our 4Q15 Style Ratings for ETFs and Mutual Funds report. Last quarter, the All Cap Growth style ranked sixth as well. It gets our Neutral rating
Thaxston McKee
The Best and Worst of the All Cap Blend Style 4Q15
The All Cap Blend style ranks third out of the twelve fund styles as detailed in 4Q15. Last quarter, the All Cap Blend style ranked third as well. It gets our Neutral rating.
Thaxston McKee
New Stocks on Most Attractive and Most Dangerous Lists: October 2015
Our Most Attractive Stocks (-1.6%) underperformed the S&P 500 (-1.4%) last month. Our Most Dangerous Stocks (-3.6%) outperformed the S&P 500 (-1.4%) last month.
Blaine Skaggs
4Q15 Style Ratings for ETFs & Mutual Funds
At the beginning of the fourth quarter of 2015, only the Large Cap Value and Large Cap Blend styles earn an Attractive-or-better rating.
Thaxston McKee
Danger Zone: Saratoga Advantage Trust: Financial Services Portfolio
This week, Saratoga Advantage Trust: Financial Services Portfolio funds are in the Danger Zone due to charging egregiously high fees while closet indexing.
Kyle Guske II, Senior Investment Analyst, MBA