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ETF & Mutual Fund Research

October 30, 20170Comments

A Potential Landmine in Large Cap Value Funds

This Fund stands out as a one to avoid within the Large Cap Value style, especially for investors lured by the “equity income” label. It ranks near the bottom of 966 Large Cap Value style ETFs and Mutual Funds under coverage.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
October 25, 20170Comments

How to Avoid the Worst Sector Mutual Funds 4Q17

The large number of mutual funds has little to do with serving investors’ best interests. Here are three red flags investors can use to avoid the worst mutual funds.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
October 25, 20170Comments

How to Avoid the Worst Sector ETFs 4Q17

The large number of ETFs has little to do with serving investors’ best interests. Here are three red flags investors can use to avoid the worst ETFs.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
October 24, 20170Comments

How To Find the Best Sector Mutual Funds 4Q17

Finding the best mutual funds is an increasingly difficult task in a world with so many to choose from. How can you pick with so many choices available?
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
October 24, 20170Comments

How To Find the Best Sector ETFs 4Q17

Finding the best ETFs is an increasingly difficult task in a world with so many to choose from. How can you pick with so many choices available?
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
November 9, 20160Comments

Small Cap Value Style 4Q16: Best and Worst

he Small Cap Value style ranks last out of the twelve fund styles as detailed in our 4Q16 Style Ratings for ETFs and Mutual Funds report. Last quarter, the Small Cap Value style ranked last as well. It gets our Dangerous rating
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
November 8, 20160Comments

Small Cap Growth Style 4Q16: Best and Worst

The Small Cap Growth style ranks eleventh out of the twelve fund styles as detailed in our 4Q16 Style Ratings for ETFs and Mutual Funds report. Last quarter, the Small Cap Growth style ranked eleventh as well. It gets our Dangerous rating.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
November 8, 20160Comments

Small Cap Blend Style 4Q16: Best and Worst

The Small Cap Blend style ranks tenth out of the twelve fund styles as detailed in our 4Q16 Style Ratings for ETFs and Mutual Funds report. Last quarter, the Small Cap Blend style ranked tenth as well. It gets our Dangerous rating.
by Kyle Guske II, Senior Investment Analyst, MBA
May 16, 20160Comments

Cheap Funds Dupe Investors – 2Q16

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. 2Q16.
by Kyle Guske II, Senior Investment Analyst, MBA
March 16, 20160Comments

Avoid These 8 ETFs & Funds Most Exposed To Valeant

While direct share holders stand to lose the most, certain fund investors face significant downside risk as well. These investors may not realize the risk they’re taking due to the shortcomings of traditional fund research, which doesn’t focus on fund holdings.
by Kyle Guske II, Senior Investment Analyst, MBA
Cheap Funds Dupe Investors
February 23, 20160Comments

Cheap Funds Dupe Investors – 1Q16

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. 1Q16.
by Kyle Guske II, Senior Investment Analyst, MBA
January 13, 20160Comments

How Much Quality Is In The “High Quality” ETF?

With the significant drop in the market to start 2016, we can be sure that many investors are looking to shift their portfolios towards higher quality stocks. The challenge is how to define “high-quality” because it is not as straightforward as one might think.
by Sam McBride
October 27, 20150Comments

Cheap Funds Dupe Investors – 4Q15

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. 4Q15
by Blaine Skaggs
July 28, 20150Comments

A Small Cap Fund You Should Avoid

CWSVX, effectively the worst fund in the worst style, is in the Danger Zone this week for a number of reasons.
by Kyle Guske II, Senior Investment Analyst, MBA
July 22, 20150Comments

Invest in Only the Best ETFs

Finding the best ETFs is an increasingly difficult task in a world with so many to choose from.
by Max Lee
New Constructs
July 21, 20150Comments

Cheap Funds Dupe Investors – 3Q15

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. 3Q15.
by Max Lee
New Constructs
July 20, 20150Comments

The Small Cap Style is No Place to Be

We’ve previously put the Small Cap Blend style in the Danger Zone, and the time has come to take a look at the entire Small Cap style.
by Kyle Guske II, Senior Investment Analyst, MBA
June 15, 20150Comments

Cheap Funds Dupe Investors – 2Q15

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. 2Q15.
by Max Lee
New Constructs
May 26, 20150Comments

Why One Investment Style Falls Below the Rest

This week, ETFs and mutual funds in the Small Cap Blend investment style are in the Danger Zone. The Small Cap Blend style ranks last out of the 12 styles as detailed in our 2Q15 Style Ratings report.
by Andre Rouillard
SAMVX
May 18, 20150Comments

Why You Can’t Judge a Fund by its Cover

This week we’re putting RidgeWorth Mid Cap Value Fund (SAMVX), which has $4.6 billion in assets under management, in the Danger Zone for the number of ways in which it misleads investors.
by Andre Rouillard
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