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Model Portfolios

All New Constructs model portfolios

Best & Worst by Style
April 21, 20220Comments

Small Cap Growth Style 2Q22: Best and Worst

The Small Cap Growth style ranks last out of the twelve fund styles as detailed in our 2Q22 Style Ratings for ETFs and Mutual Funds report. The category receives our Very Unattractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
April 21, 20220Comments

Small Cap Blend Style 2Q22: Best and Worst

The Small Cap Blend style ranks eighth out of the twelve fund styles, as detailed in our 2Q22 Style Ratings for ETFs and Mutual Funds report. The category receives our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
April 21, 20220Comments

Mid Cap Value Style 2Q22: Best and Worst

The Mid Cap Value style ranks seventh out of the twelve fund styles, as detailed in our 2Q22 Style Ratings for ETFs and Mutual Funds report. The category receives our Neutral rating.
by Matt Shuler, Investment Analyst II
Best & Worst by Style
April 21, 20220Comments

Mid Cap Growth Style 2Q22: Best and Worst

The Mid Cap Growth style ranks ninth out of the twelve fund styles, as detailed in our 2Q22 Style Ratings for ETFs and Mutual Funds report. The category receives our Neutral rating.
by Matt Shuler, Investment Analyst II
Best & Worst by Style
April 21, 20220Comments

Mid Cap Blend Style 2Q22: Best and Worst

The Mid Cap Blend style ranks sixth out of the twelve fund styles as detailed in our 2Q22 Style Ratings for ETFs and Mutual Funds report. The category receives our Neutral rating.
by Matt Shuler, Investment Analyst II
Best & Worst by Style
April 21, 20220Comments

Large Cap Value Style 2Q22: Best and Worst

The Large Cap Value style ranks first out of the twelve fund styles as detailed in our 2Q22 Style Ratings for ETFs and Mutual Funds report. The category receives our Very Attractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
April 21, 20220Comments

Large Cap Growth Style 2Q22: Best and Worst

The Large Cap Growth style ranks fifth out of the twelve fund styles as detailed in our 2Q22 Style Ratings for ETFs and Mutual Funds report. The category receives our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
April 21, 20220Comments

Large Cap Blend Style 2Q22: Best and Worst

The Large Cap Blend style ranks third out of the twelve fund styles as detailed in our 2Q22 Style Ratings for ETFs and Mutual Funds report. The category receives our Attractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
April 21, 20220Comments

All Cap Value Style 2Q22: Best and Worst

The All Cap Value style ranks second out of the twelve fund styles as detailed in our 2Q22 Style Ratings for ETFs and Mutual Funds report. The category receives our Attractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
April 21, 20220Comments

All Cap Growth Style 2Q22: Best and Worst

The All Cap Growth style ranks eleventh out of the twelve fund styles as detailed in our 2Q22 Style Ratings for ETFs and Mutual Funds report. The sector receives an Unattractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
April 21, 20220Comments

All Cap Blend Style 2Q22: Best and Worst

The All Cap Blend style ranks fourth out of the twelve fund styles as detailed in our 2Q22 Style Ratings for ETFs and Mutual Funds report. The category receives our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Model Portfolio
April 21, 20220Comments

Safest Dividend Yields Model Portfolio: April 2022

Platinum Members and higher can access April's Safest Dividend Yields Model Portfolio as of Thursday, April 21.
by Kyle Guske II, Senior Investment Analyst, MBA
Incremental Return on Invested Capital
April 20, 20220Comments

Featured Stock in April 2022’s Exec Comp & ROIC Model Portfolio

Get a free look at one of the stocks in this month's Model Portfolio.
by Matt Shuler, Investment Analyst II
Model Portfolio
April 20, 20220Comments

Focus List Stocks: Long – Update 4/20/22

We’ve made the following update to our Focus List Stocks: Long Model Portfolio as of April 20, 2022.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst Sector Rankings
April 19, 20220Comments

Style Ratings for ETFs & Mutual Funds: 2Q22

At the beginning of the second quarter of 2022, the Large Cap Value, All Cap Value, and Large Cap Blend styles earn Attractive-or-better rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Model Portfolio
April 14, 20220Comments

Exec Comp Aligned with ROIC Model Portfolio: April 2022

Platinum Members and higher can access April's Executive Compensation Aligned With ROIC Model Portfolio as of Thursday, April 14.
by Kyle Guske II, Senior Investment Analyst, MBA
Sector Ratings Recap
April 13, 20220Comments

2Q22 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 second quarter of 2022.
by Kyle Guske II, Senior Investment Analyst, MBA
April 13, 20220Comments

Featured Stocks in April’s Most Attractive/Most Dangerous Model Portfolios

See two of the featured stocks from this month’s model portfolios.
by Matt Shuler, Investment Analyst II
Best & Worst Sector Funds
April 13, 20220Comments

Utilities Sector 2Q22: Best and Worst

The Utilities sector ranks tenth out of the 11 sectors as detailed in our 2Q22 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
April 13, 20220Comments

Telecom Services Sector 2Q22: Best and Worst

The Telecom Services sector ranks fourth out of the 11 sectors as detailed in our 2Q22 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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