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Model Portfolios

All New Constructs model portfolios

Best & Worst by Style
January 23, 20240Comments

Small Cap Growth Style 1Q24: Best and Worst

The Small Cap Growth style ranks last out of the twelve fund styles detailed in our 1Q24 Style Ratings for ETFs and Mutual Funds report. The category receives our Very Unattractive rating.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
January 23, 20240Comments

Small Cap Blend Style 1Q24: Best and Worst

The Small Cap Blend style ranks tenth out of the twelve fund styles detailed in our 1Q24 Style Ratings for ETFs and Mutual Funds report. The category receives our Unattractive rating.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
January 23, 20240Comments

Mid Cap Value Style 1Q24: Best and Worst

The Mid Cap Value style ranks eighth out of the twelve fund styles detailed in our 1Q24 Style Ratings for ETFs and Mutual Funds report. The category receives our Neutral rating.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
January 23, 20240Comments

Mid Cap Growth Style 1Q24: Best and Worst

The Mid Cap Growth style ranks eleventh out of the twelve fund styles detailed in our 1Q24 Style Ratings for ETFs and Mutual Funds report. The category receives our Unattractive rating.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
January 22, 20240Comments

Mid Cap Blend Style 1Q24: Best and Worst

The Mid Cap Blend style ranks seventh out of the twelve fund styles detailed in our 1Q24 Style Ratings for ETFs and Mutual Funds report. The category receives our Neutral rating.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
January 22, 20240Comments

Large Cap Value Style 1Q24: Best and Worst

The Large Cap Value style ranks second out of the twelve fund styles detailed in our 1Q24 Style Ratings for ETFs and Mutual Funds report. The category receives our Attractive rating.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
January 22, 20240Comments

Large Cap Growth Style 1Q24: Best and Worst

The Large Cap Growth style ranks fifth out of the twelve fund styles detailed in our 1Q24 Style Ratings for ETFs and Mutual Funds report. The category receives our Neutral rating.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
January 22, 20240Comments

Large Cap Blend Style 1Q24: Best and Worst

The Large Cap Blend style ranks fourth out of the twelve fund styles detailed in our 1Q24 Style Ratings for ETFs and Mutual Funds report. The category receives our Neutral rating.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
January 22, 20240Comments

All Cap Value Style 1Q24: Best and Worst

The All Cap Value style ranks first out of the twelve fund styles detailed in our 1Q24 Style Ratings for ETFs and Mutual Funds report. The category receives our Very Attractive rating.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
January 22, 20240Comments

All Cap Growth Style 1Q24: Best and Worst

The All Cap Growth style ranks ninth out of the twelve fund styles detailed in our 1Q24 Style Ratings for ETFs and Mutual Funds report. The category receives our Neutral rating.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
January 22, 20240Comments

All Cap Blend Style 1Q24: Best and Worst

The All Cap Blend style ranks third out of the twelve fund styles detailed in our 1Q24 Style Ratings for ETFs and Mutual Funds report. The category receives our Attractive rating.
by Hakan Salt, Associate Investment Analyst
Incremental Return on Invested Capital
January 19, 20240Comments

Featured Stock in January 2024’s Exec Comp & ROIC Model Portfolio

Get the featured stock in January's Exec Comp Aligned with ROIC Model Portfolio.
by Hakan Salt, Associate Investment Analyst
Model Portfolio
January 19, 20240Comments

Safest Dividend Yields Model Portfolio: January 2024

Professional Members and higher can access January's Safest Dividend Yields Model Portfolio as of Friday, January 19.
by Kyle Guske II, Senior Investment Analyst, MBA
Sector Ratings Recap
January 16, 20240Comments

1Q24 ETF & Mutual Fund Sector Ratings Recap

At the beginning of each quarter, we rank each sector from best to worst with our Sector Ratings Report. The following is our analysis of each sector for the first quarter of 2024.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst Sector Funds
January 16, 20240Comments

Utilities Sector 1Q24: Best and Worst

The Utilities sector ranks ninth out of the 11 sectors as detailed in our 1Q24 Sector Ratings for ETFs and Mutual Funds report. It gets our Unattractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst Sector Funds
January 16, 20240Comments

Telecom Services Sector 1Q24: Best and Worst

The Telecom Services sector ranks eleventh out of the 11 sectors as detailed in our 1Q24 Sector Ratings for ETFs and Mutual Funds report. It gets our Very Unattractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst Sector Funds
January 16, 20240Comments

Technology Sector 1Q24: Best and Worst

The Technology sector ranks eighth out of the 11 sectors as detailed in our 1Q24 Sector Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst Sector Funds
January 16, 20240Comments

Real Estate Sector 1Q24: Best and Worst

The Real Estate sector ranks tenth out of the 11 sectors as detailed in our 1Q24 Sector Ratings for ETFs and Mutual Funds report. It gets our Unattractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst Sector Funds
January 16, 20240Comments

Industrials Sector 1Q24: Best and Worst

The Industrials sector ranks fifth out of the 11 sectors as detailed in our 1Q24 Sector Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst Sector Funds
January 16, 20240Comments

Healthcare Sector 1Q24: Best and Worst

The Healthcare sector ranks fourth out of the 11 sectors as detailed in our 1Q24 Sector Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
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