1Q16 Style Ratings Recap
1Q16 comprehensive review of equity ETFs and mutual funds by style.
Kyle Guske II, Senior Investment Analyst, MBA
Model Portfolios
Kyle Guske II, Senior Investment Analyst, MBA
New Stocks on Most Attractive and Most Dangerous Lists: February 2016
Our Most Attractive Stocks (-4.4%) underperformed the S&P 500 (-2.6%) last month. Our Most Dangerous Stocks (-6.4%) outperformed the S&P 500 (-2.6%) last month.
Kyle Guske II, Senior Investment Analyst, MBA
The Best and Worst of the Small Cap Value Style 1Q16
The Small Cap Value style ranks eleventh out of the twelve fund styles as detailed in our 1Q16 Style Ratings for ETFs and Mutual Funds report. It gets our Dangerous rating
Kyle Guske II, Senior Investment Analyst, MBA
The Best and Worst of the Small Cap Growth Style 1Q16
The Small Cap Growth style ranks last out of the twelve fund styles as detailed in our 1Q16 Style Ratings for ETFs and Mutual Funds report. It gets our Dangerous rating
Kyle Guske II, Senior Investment Analyst, MBA
The Best and Worst of the Small Cap Blend Style 1Q16
The Small Cap Blend style ranks eighth out of the twelve fund styles as detailed in our 1Q16 Style Ratings for ETFs and Mutual Funds report. It gets our Dangerous rating
Kyle Guske II, Senior Investment Analyst, MBA
The Best and Worst of the Mid Cap Value Style 1Q16
The Mid Cap Value style ranks tenth out of the twelve fund styles as detailed in our 1Q16 Style Ratings for ETFs and Mutual Funds report. It gets our Dangerous rating.
Kyle Guske II, Senior Investment Analyst, MBA
The Best and Worst of the Mid Cap Growth Style 1Q16
The Mid Cap Growth style ranks ninth out of the twelve fund styles as detailed in our 1Q16 Style Ratings for ETFs and Mutual Funds report. It gets our Dangerous rating
Kyle Guske II, Senior Investment Analyst, MBA
The Best and Worst of the Mid Cap Blend Style 1Q16
The Mid Cap Blend style ranks sixth out of the twelve fund styles as detailed in our 1Q16 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
Kyle Guske II, Senior Investment Analyst, MBA
The Best and Worst of the Large Cap Value Style 1Q16
The Large Cap Value style ranks second out of the twelve fund styles as detailed in our 1Q16 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating
Kyle Guske II, Senior Investment Analyst, MBA
February’s Most Attractive Stocks Available to Members Today
Gold Members and higher can access February's 40 Most Attractive Stocks as of Wednesday, February 3.
Kyle Guske II, Senior Investment Analyst, MBA
February’s Most Dangerous Stocks Available to Members Today
Gold Members and higher can access February's 40 Most Dangerous Stocks as of Wednesday, February 3.
Kyle Guske II, Senior Investment Analyst, MBA
The Best and Worst of the Large Cap Growth Style 1Q16
The Large Cap Growth style ranks fifth out of the twelve fund styles as detailed in our 1Q16 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
Kyle Guske II, Senior Investment Analyst, MBA
The Best and Worst of the Large Cap Blend Style 1Q16
The Large Cap Blend style ranks first out of the twelve fund styles as detailed in our 1Q16 Style Ratings for ETFs and Mutual Funds report. It gets our Attractive rating.
Kyle Guske II, Senior Investment Analyst, MBA
The Best and Worst of the All Cap Value Style 1Q16
The All Cap Value style ranks fourth out of the twelve fund styles as detailed in our 1Q16 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
Kyle Guske II, Senior Investment Analyst, MBA
The Best and Worst of the All Cap Growth Style 1Q16
The All Cap Growth style ranks seventh out of the twelve fund styles as detailed in our 1Q16 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
Kyle Guske II, Senior Investment Analyst, MBA
The Best and Worst of the All Cap Blend Style 1Q16
The All Cap Blend style ranks third out of the twelve fund styles as detailed in our 1Q16 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating
Kyle Guske II, Senior Investment Analyst, MBA
1Q16 Style Ratings for ETFs & Mutual Funds
At the beginning of the first quarter of 2016, only the Large Cap Blend style earns an Attractive-or-better rating. Our style ratings are based on the aggregation of our fund ratings for every ETF and mutual fund in each style.
Kyle Guske II, Senior Investment Analyst, MBA
1Q16 Sector Ratings Recap
At the beginning of each quarter, we rank each sector from best to worst with our Sector Ratings Report. These rankings are forward looking and are indicative of how each sector should perform going forward. The following is a recap of our analysis of each sector for the first quarter of 2016.
Kyle Guske II, Senior Investment Analyst, MBA
New Stocks on Most Attractive and Most Dangerous Lists: January 2016
Our Most Attractive Stocks (-5.4%) underperformed the S&P 500 (-3.8%) last month. Our Most Dangerous Stocks (-5.7%) outperformed the S&P 500 (-3.8%) last month.
Kyle Guske II, Senior Investment Analyst, MBA
The Best and Worst of the Utilities Sector 1Q16
The Utilities sector ranks last out of the ten sectors as detailed in our 1Q16 Sector Ratings for ETFs and Mutual Funds report. It gets our Dangerous rating.
Kyle Guske II, Senior Investment Analyst, MBA