Skip to content
New Constructs
  • Get Access
    • Professional Investors
    • Institutional Investors
    • Quantitative Investors
    • Research Reports & Model Portfolios
    • Individual Investors
    • Newsletter
  • Solutions
    • Indices
    • Stock Ratings
    • Credit Ratings
    • Sector Ratings
    • ETF & Mutual Fund Ratings
    • Earnings Distortion Scores
    • Model Portfolios
    • Long & Short Idea Research
    • Macro Fundamental Research
    • Portfolio Tracking & Alert Emails
    • Screening Tools
    • API
    • Excel Add-In
    • Company Models
    • Marked-Up SEC Filings
    • Research Blog
    • Fundamental Data Products
      • Core Earnings & Earnings Distortion
      • Reported Fundamentals
      • Proprietary Adjusted Fundamentals
      • Value Screens/Metrics
      • Enhanced Value Screens/Metrics
  • Blog
  • Community
    • Online Community Forum
      • Join our Online Community
    • Live Video Podcast (Free)
    • Let’s Talk Long Ideas (Members Only)
    • YouTube Channel
    • Education
      • Free Training Sessions
      • Value Investing 2.0
      • Metrics Definitions
      • Rating Methodologies
      • Accounting Loopholes
      • FASB Tracker
      • Company Models
  • Company
    • About Us
    • Customer Testimonials
    • Partnerships
    • Papers & Case Studies
      • Proven-Superior Models
      • Proven-Superior Stock Ratings
      • Novel Alpha in our Proprietary Data
    • Robo-Analyst Technology
    • News & Media Coverage
    • Stock Picking Accolades
    • Careers
  • Members

Best & Worst ETFs & Mutual Funds by Style

Individual style reports (ie. “Style 4Q17: Best and Worst”) available to Pro members and above. All other reports free. Get access here.

Sector Ratings Recap
November 6, 20250Comments

4Q25 Style Ratings Recap

In each quarter, we rank each style from best to worst. The following is our style ratings for the fourth quarter of 2025.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
November 6, 20250Comments

Small Cap Value Style 4Q25: Best and Worst

The Small Cap Value style ranks eighth out of the ten fund styles detailed in our 4Q25 Style Ratings for ETFs and Mutual Funds report. The category receives our Unattractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
November 6, 20250Comments

Small Cap Growth Style 4Q25: Best and Worst

The Small Cap Growth style ranks last out of the ten fund styles detailed in our 4Q25 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
November 6, 20250Comments

Small Cap Blend Style 4Q25: Best and Worst

The Small Cap Blend style ranks ninth out of the ten fund styles detailed in our 4Q25 Style Ratings for ETFs and Mutual Funds report. The category receives our Unattractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
November 6, 20250Comments

Mid Cap Value Style 4Q25: Best and Worst

The Mid Cap Value style ranks fifth out of the ten fund styles detailed in our 4Q25 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
November 6, 20250Comments

Mid Cap Growth Style 4Q25: Best and Worst

The Mid Cap Growth style ranks fourth out of the ten fund styles detailed in our 4Q25 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
November 6, 20250Comments

Mid Cap Blend Style 4Q25: Best and Worst

The Mid Cap Blend style ranks seventh out of the ten fund styles detailed in our 4Q25 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
November 6, 20250Comments

Large Cap Value Style 4Q25: Best and Worst

The Large Cap Value style ranks first out of the ten fund styles detailed in our 4Q25 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
November 6, 20250Comments

Large Cap Growth Style 4Q25: Best and Worst

The Large Cap Growth style ranks third out of the ten fund styles detailed in our 4Q25 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
November 6, 20250Comments

Large Cap Blend Style 4Q25: Best and Worst

The Large Cap Blend style ranks second out of the ten fund styles detailed in our 4Q25 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
November 6, 20250Comments

All Cap Blend Style 4Q25: Best and Worst

The All Cap Blend style ranks sixth out of the ten fund styles detailed in our 4Q25 Style Ratings for ETFs and Mutual Funds report. The category receives our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst Sector Rankings
October 27, 20250Comments

Style Ratings for ETFs and Mutual Funds: 4Q25

At the beginning of 4Q25, the Large Cap Value, Large Cap Blend, and Large Cap Growth styles earn an Attractive-or-better rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Avoid Worst Funds
August 5, 20250Comments

How to Avoid the Worst Style Mutual Funds 3Q25

Here are red flags investors can use to avoid the worst style mutual funds for 3Q25.
by Kyle Guske II, Senior Investment Analyst, MBA
Avoid Worst Funds
August 5, 20250Comments

How to Avoid the Worst Style ETFs 3Q25

Here are three red flags investors can use to avoid the worst style ETFs for 3Q25.
by Kyle Guske II, Senior Investment Analyst, MBA
Find Best Sector Funds
July 28, 20250Comments

How to Find the Best Style Mutual Funds 3Q25

Learn how to pick the best style mutual funds with so many to choose from in 3Q25.
by Kyle Guske II, Senior Investment Analyst, MBA
Find Best Sector Funds
July 28, 20250Comments

How to Find the Best Style ETFs 3Q25

Learn how to pick the best style ETFs with so many to choose from in 3Q25.
by Kyle Guske II, Senior Investment Analyst, MBA
July 23, 20250Comments

Cheap Funds Dupe Investors – 3Q25

Hunting for bargains is a best practice in any endeavor. But when it comes to investing in 3Q25, a cheap fund is not necessarily a good fund.
by Kyle Guske II, Senior Investment Analyst, MBA
Sector Ratings Recap
July 23, 20250Comments

3Q25 Style Ratings Recap

In each quarter, we rank each style from best to worst. The following is our style ratings for the third quarter of 2025.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
July 23, 20250Comments

Small Cap Value Style 3Q25: Best and Worst

The Small Cap Value style ranks eleventh out of the twelve fund styles detailed in our 3Q25 Style Ratings for ETFs and Mutual Funds report. The category receives our Unattractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
July 23, 20250Comments

Small Cap Growth Style 3Q25: Best and Worst

The Small Cap Growth style ranks last out of the twelve fund styles detailed in our 3Q25 Style Ratings for ETFs and Mutual Funds report. The category receives our Very Unattractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
« Older Articles

Search

  • Live-traded Indices
  • Free Trainings
  • David Trainer’s E-Letters
  • —
  • Long Ideas
  • Danger Zone (Sell/short ideas)
  • IPO Research
  • Footnotes Season Finds
  • —
  • Stock Picking Awards & Media Features
  • Testimonials
  • General Market Comments
  • —
  • Model Portfolios
  • – Focus List Stocks: Long
  • – Focus List Stocks: Short
  • – Most Attractive Stocks
  • – Most Dangerous Stocks
  • – Best & Worst ETFs & Mutual Funds by Sector
  • – Best & Worst ETFs & Mutual Funds by Style
  • – Exec Comp Aligned With ROIC
  • – Safest Dividend Yields
  • – Dividend Growth Stocks
  • – Model Portfolio Performance
  • —
  • — Training & Education —
  • Join Our Online Community
  • How To Use Our Site
  • Investing 101
  • Backtest Data Details & Case Studies
  • Accounting Rule Changes
  • ROIC Drives Equity Valuation
  • – Enterprise Value Optimization
  • DOL Fiduciary Regulation
  • M&A Analysis
  • Fundamental Macro Trends & Sector Fundamentals
  • Machine Learning & AI for Smarter Investing
  • —
  • Company Report Index
  • – Tesla (TSLA) – 26 reports
  • – Netflix (NFLX) – 24 reports
  • – General Motors (GM) – 16 reports
  • – Snap (SNAP) – 15 reports
  • – Carvana (CVNA) – 11 reports
  • – Disney (DIS) – 10 reports
  • – Intel Corporation (INTC) – 10 reports
  • – Wayfair (W) – 11 reports
  • – Uber (UBER) – 10 reports
  • – Beyond Meat (BYND) – 10 reports
  • – Peloton (PTON) – 10 reports
  • – Spotify (SPOT) – 9 reports
  • – Walmart (WMT) – 9 reports
  • – DoorDash (DASH) – 9 reports
  • – Skechers USA (SKX) – 9 reports
  • – JPMorgan (JPM) – 9 reports
  • – HCA Healthcare (HCA) – 9 reports
  • – Rivian Automotive (RIVN) – 8 reports
  • – Target (TGT) – 7 reports
  • – Coinbase (COIN) – 7 reports
  • – Oracle (ORCL) – 7 reports
  • – McDonald’s Corporation (MCD) – 7 reports
  • – Discover Financial (DFS) – 7 reports
  • – AutoZone (AZO) – 7 reports
  • – Shake Shack (SHAK) – 7 reports
  • – D.R. Horton (DHI) – 7 reports
  • – Meritage Homes (MTH) – 7 reports
  • – Cisco Systems (CSCO) – 7 reports
  • – Affirm Holdings (AFRM) – 7 reports
  • – Allison Transmission Holdings (ALSN) – 7 reports
  • – Valeant (VRX) – 6 reports
  • – Cracker Barrel (CBRL) – 6 reports
  • – Best Buy (BBY) – 6 reports
  • – Amazon (AMZN) – 6 reports
  • – Verizon Communications (VZ) – 6 reports
  • – GameStop (GME) – 6 reports
  • – Alphabet (GOOGL) – 6 reports
  • – Colgate-Palmolive (CL) – 6 reports
  • – Southwest Airlines (LUV) – 6 reports
  • – Ford (F) – 6 reports
  • – NVR Inc. (NVR) – 6 reports
  • – Amgen (AMGN) – 6 reports
  • – Johnson & Johnson (JNJ) – 6 reports
  • – Universal Health Services (UHS) – 6 reports
  • – John B. Sanfilippo & Son (JBSS) – 5 reports
  • – SYSCO Corporation (SYY) – 5 reports
  • – Zendesk (ZEN) – 5 reports
  • – Lam Research Corp (LRCX) – 5 reports
  • – Lear Corp (LEA) – 5 reports
  • – HF Sinclair (DINO) – 5 reports
  • – Omnicom Group (OMC) – 5 reports
  • – Allstate (ALL) – 5 reports
  • – Dropbox (DBX) – 5 reports
  • – Robinhood Markets (HOOD) – 5 reports
  • – Sweetgreen (SG) – 5 reports
  • – Kimberly-Clark (KMB) – 5 reports
  • – Microsoft (MSFT) – 5 reports
  • – Caterpillar (CAT) – 4 reports
  • – TrueCar (TRUE) – 4 reports
  • – Simon Property Group (SPG) – 4 reports
  • – Thor Industries (THO) – 4 reports
  • – Box, Inc. (BOX) – 4 reports
  • – Pinterest (PINS) – 4 reports
  • – Shopify (SHOP) – 4 reports
  • – MasTec Inc. (MTZ) – 4 reports
  • – AMC Entertainment (AMC) – 4 reports
  • – Eventbrite (EB) – 4 reports
  • – Equinix (EQIX) – 3 reports
  • – Cummins (CMI) – 3 reports

About Us Testimonials In the News Support Careers General Legal Documentation
Copyright 2025 New Constructs, LLC All Rights Reserved
Registration on or use of this site constitutes acknowledgement of our Disclosures and Disclaimers and acceptance of our Terms of Use and Privacy Policy.