Cheap Funds Dupe Investors – 2Q16

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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.

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Avoid These 8 ETFs & Funds Most Exposed To Valeant

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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.

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Cheap Funds Dupe Investors – 1Q16

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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.

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

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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.

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Cheap Funds Dupe Investors – 4Q15

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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.

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A Small Cap Fund You Should Avoid

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CWSVX, effectively the worst fund in the worst style, is in the Danger Zone this week for a number of reasons.

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Invest in Only the Best ETFs

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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?

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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.

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The Small Cap Style is No Place to Be

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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.

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Cheap Funds Dupe Investors – 2Q15

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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.

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Why One Investment Style Falls Below the Rest

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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.

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Why You Can’t Judge a Fund by its Cover

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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.

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Cheap Funds Dupe Investors — 1Q2015

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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.

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How High Fees Can Drain Your Mutual Fund Returns

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While this fund has a good number of quality holdings, its high costs land it on our list of the five worst mutual funds in the Health Care sector. We’ll show how investors can be better served by paying less for very similar (or better) holdings in other funds.

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Beware Morningstar Myths: The Truth Can Save You Big Bucks

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We believe that Morningstar’s size and stranglehold on the rating industry do not serve investors’ best interests. Receive in-depth reports on 10 funds that we think Morningstar’s backward-looking ratings have dead wrong.

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Cheap Funds Dupe Investors — 4Q2014

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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

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Danger Zone Fund: Berkshire Focus Fund (BFOCX)

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The Berkshire Focus Fund (BFOCX) is in the Danger Zone this week due to its poor holdings. Looking into this mutual fund’s holdings reveals a number of stocks with the potential to blow up, including some companies recently placed in the Danger Zone themselves.

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Has the Morningstar Rating System Become a Costly Prophecy for Mutual Fund Investors?

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The market not only needs multiple voices analyzing mutual funds, but also holdings-based research that offers an alternative to Morningstar’s backward-looking ratings. The more voices we have in the market, the healthier it will be.

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Why Investors Need Independent Fund Research

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Investors deserve an alternative to subjective and backward-looking ratings. They deserve analysis of a fund’s holdings, not just its past performance. Investors deserve real diligence, because diligence pays.

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Cheap Funds Dupe Investors – 3Q2014

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Investors are good at picking cheap funds. We want them to be better at picking funds with good stocks. Both are required to maximize success.

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