How to Find the Best Style ETFs
Finding the best ETFs is an increasingly difficult task in a world with so many to choose from.
David Trainer, Founder & CEO
David Trainer, Founder & CEO
How to Avoid the Worst Sector ETFs: July 2013
Fund holdings affect fund performance more than fees or past performance. Why are there so many ETFs? The answer is: because ETF providers are making lots of money selling them.
David Trainer, Founder & CEO
3Q Best & Worst ETFs & Mutual Funds – by Style – Recap
Each quarter, we provide the most comprehensive review of equity ETFs and mutual funds available. We review the Best & Worst ETFs and Mutual Funds by sector and style. This article provides quick access to all our 3Q reports on Style funds.
David Trainer, Founder & CEO
Cheap Funds Dupe Investors – 3Q13
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. 3Q13
David Trainer, Founder & CEO
How To Find the Best Sector ETFs: July 2013
There are at least 27 different Information Technology ETFs and at least 173 ETFs across all sectors. Do investors need that many choices? How different can the ETFs be?
David Trainer, Founder & CEO
Best & Worst ETFs & Mutual Funds: Small Cap Value Style
The Small Cap Value style ranks twelfth out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Dangerous rating, which is based on aggregation of ratings of 14 ETFs and 262 mutual funds in the Small Cap Value style as of July 19, 2013.
David Trainer, Founder & CEO
Best & Worst ETFs & Mutual Funds: Small Cap Blend Style
The Small Cap Blend style ranks eleventh out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Dangerous rating, which is based on aggregation of ratings of 23 ETFs and 639 mutual funds in the Small Cap Blend style as of July 18, 2013.
David Trainer, Founder & CEO
Best & Worst ETFs and Mutual Funds: Small Cap Growth Style
The Small Cap Growth style ranks tenth out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Dangerous rating, which is based on aggregation of ratings of 11 ETFs and 441 mutual funds in the Small Cap Growth style as of July 17, 2013.
David Trainer, Founder & CEO
Best & Worst ETFs and Mutual Funds: Mid Cap Value Style
The Mid Cap Value style ranks ninth out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Dangerous rating, which is based on aggregation of ratings of 12 ETFs and 187 mutual funds in the Mid Cap Value style as of July 18, 2013.
David Trainer, Founder & CEO
Asset Write-Downs – Invested Capital Adjustment
For debt investors, which GAAP was primarily designed for, write-downs are analytically helpful. They provide a more accurate assessment of the liquidation value of a company’s assets. For equity investors, on the other hand, write-downs are not helpful because they distort the return on invested capital (ROIC) of a company.
David Trainer, Founder & CEO
Danger Zone 7/22/13: EPIQ Systems (EPIQ)
EPIQ Systems (EPIQ) is in the Danger Zone this week. The legal technology solutions provider has misleadingly high reported earnings due to a funny accounting rule. Analysts and investors looking at reported earnings have assigned unreasonably high expectations to EPIQ.
David Trainer, Founder & CEO
Best & Worst ETFs and Mutual Funds: Mid Cap Growth Style
The Mid Cap Growth style ranks eighth out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Neutral rating, which is based on aggregation of ratings of 10 ETFs and 360 mutual funds in the Mid Cap Growth style as of July 16, 2013.
David Trainer, Founder & CEO
Best & Worst ETFs and Mutual Funds: Mid Cap Blend Style
The Mid Cap Blend style ranks seventh out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Dangerous rating, which is based on aggregation of ratings of 16 ETFs and 321 mutual funds in the Mid Cap Blend style as of July 18, 2013.
David Trainer, Founder & CEO
Best & Worst ETFs and Mutual Funds: All Cap Value Style
he All Cap Value style ranks sixth out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Neutral rating, which is based on aggregation of ratings of two ETFs and 249 mutual funds in the All Cap Value style as of July 17, 2013.
David Trainer, Founder & CEO
Best & Worst ETFs and Mutual Funds: All Cap Growth Style
The All Cap Growth style ranks fifth out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Neutral rating, which is based on aggregation of ratings of both ETFs and 449 mutual funds in the All Cap Growth style as of July 16, 2013.
David Trainer, Founder & CEO
Best & Worst ETFs and Mutual Funds: Large Cap Growth Style
The Large Cap Growth style ranks fourth out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Neutral rating, which is based on aggregation of ratings of 23 ETFs and 685 mutual funds in the Large Cap Growth style as of July 12, 2013.
David Trainer, Founder & CEO
Best & Worst ETFs and Mutual Funds: All Cap Blend Style
The All Cap Blend style ranks third out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Neutral rating, which is based on aggregation of ratings of 36 ETFs and 704 mutual funds in the All Cap Blend style as of July 12, 2013.
David Trainer, Founder & CEO
Best & Worst ETFs and Mutual Funds: Large Cap Value Style
The Large Cap Value style ranks second out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Neutral rating, which is based on aggregation of ratings of 42 ETFs and 772 mutual funds in the Large Cap Value style as of July 11, 2013.
David Trainer, Founder & CEO
Best & Worst ETFs and Mutual Funds: Large Cap Blend Style
The Large Cap Blend style ranks first out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Neutral rating, which is based on aggregation of ratings of 31 ETFs and 955 mutual funds in the Large Cap Blend style as of July 11, 2013.
David Trainer, Founder & CEO
Rating Breakdown: Best & Worst ETFs & Mutual Funds by Style
This report identifies the “best” ETFs and mutual funds based on the quality of their holdings and their costs. As detailed in “Low-Cost Funds Dupe Investors”, there are few funds that have both good holdings and low costs. While there are lots of cheap funds, there are very few with high-quality holdings.
David Trainer, Founder & CEO