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Model Portfolios

All New Constructs model portfolios

Best & Worst by Style
October 18, 20240Comments

Small Cap Growth Style 4Q24: Best and Worst

The Small Cap Growth style ranks twelfth out of the twelve fund styles detailed in our 4Q24 Style Ratings for ETFs and Mutual Funds report.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
October 18, 20240Comments

Small Cap Blend Style 4Q24: Best and Worst

The Small Cap Blend style ranks eleventh out of the twelve fund styles detailed in our 4Q24 Style Ratings for ETFs and Mutual Funds report.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
October 18, 20240Comments

Mid Cap Value Style 4Q24: Best and Worst

The Mid Cap Value style ranks tenth out of the twelve fund styles detailed in our 4Q24 Style Ratings for ETFs and Mutual Funds report.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
October 18, 20240Comments

Mid Cap Growth Style 4Q24: Best and Worst

The Mid Cap Growth style ranks ninth out of the twelve fund styles detailed in our 4Q24 Style Ratings for ETFs and Mutual Funds report.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
October 18, 20240Comments

Mid Cap Blend Style 4Q24: Best and Worst

The Mid Cap Blend style ranks seventh out of the twelve fund styles detailed in our 4Q24 Style Ratings for ETFs and Mutual Funds report.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
October 17, 20240Comments

Large Cap Value Style 4Q24: Best and Worst

The Large Cap Value style ranks third out of the twelve fund styles detailed in our 4Q24 Style Ratings for ETFs and Mutual Funds report. The category receives our Attractive rating.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
October 17, 20240Comments

Large Cap Growth Style 4Q24: Best and Worst

The Large Cap Growth style ranks fifth out of the twelve fund styles detailed in our 4Q24 Style Ratings for ETFs and Mutual Funds report.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
October 17, 20240Comments

Large Cap Blend Style 4Q24: Best and Worst

The Large Cap Blend style ranks second out of the twelve fund styles detailed in our 4Q24 Style Ratings for ETFs and Mutual Funds report.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
October 17, 20240Comments

All Cap Value Style 4Q24: Best and Worst

The All Cap Value style ranks first out of the twelve fund styles detailed in our 4Q24 Style Ratings for ETFs and Mutual Funds report.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
October 17, 20240Comments

All Cap Growth Style 4Q24: Best and Worst

The All Cap Growth style ranks sixth out of the twelve fund styles detailed in our 4Q24 Style Ratings for ETFs and Mutual Funds report.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
October 17, 20240Comments

All Cap Blend Style 4Q24: Best and Worst

The All Cap Blend style ranks fourth out of the twelve fund styles detailed in our 4Q24 Style Ratings for ETFs and Mutual Funds report.
by Hakan Salt, Associate Investment Analyst
Featured Stocks in MAMD Portfolios
October 16, 20240Comments

October 2024 Update with Featured Stocks from our Most Attractive/Most Dangerous Model Portfolios

Get details on two of the featured stocks in October 2024's Most Attractive/Most Dangerous Model Portfolios.
by Hakan Salt, Associate Investment Analyst
Model Portfolio
October 16, 20240Comments

Exec Comp Aligned with ROIC Model Portfolio: October 2024

Professional and higher members and higher can access October's Executive Compensation Aligned With ROIC Model Portfolio as of Wednesday, October 16.
by Kyle Guske II, Senior Investment Analyst, MBA
Sector Ratings Recap
October 15, 20240Comments

4Q24 ETF & Mutual Fund Sector Ratings Recap

In each quarter, we rank the sectors from best to worst in our Sector Ratings Report. The following is our analysis of each sector for 4Q24.
by Hakan Salt, Associate Investment Analyst
Best & Worst Sector Funds
October 14, 20240Comments

Utilities Sector 4Q24: Best and Worst

The Utilities sector ranks tenth out of the 11 sectors as detailed in our 4Q24 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
October 14, 20240Comments

Telecom Services Sector 4Q24: Best and Worst

The Telecom Services sector ranks fourth out of the 11 sectors as detailed in our 4Q24 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
October 14, 20240Comments

Technology Sector 4Q24: Best and Worst

The Technology sector ranks seventh out of the 11 sectors as detailed in our 4Q24 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
October 14, 20240Comments

Real Estate Sector 4Q24: Best and Worst

The Real Estate sector ranks eleventh out of the 11 sectors as detailed in our 4Q24 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
October 14, 20240Comments

Industrials Sector 4Q24: Best and Worst

The Industrials sector ranks ninth out of the 11 sectors as detailed in our 4Q24 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
October 14, 20240Comments

Healthcare Sector 4Q24: Best and Worst

The Healthcare sector ranks sixth out of the 11 sectors as detailed in our 4Q24 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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