Cheap Funds Dupe Investors – 1Q17

Fund holdings affect fund performance more than fees or past performance. A cheap fund is not necessarily a good fund.

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How to Avoid the Worst Style Mutual Funds 1Q17

The large number of mutual funds has little to do with serving investors’ best interests. Here are three red flags investors can use to avoid the worst mutual funds.

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How to Avoid the Worst Style ETFs 1Q17

The large number of ETFs has little to do with serving investors’ best interests. Here are three red flags investors can use to avoid the worst ETFs.

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How to Find the Best Style Mutual Funds 1Q17

Finding the best mutual funds is an increasingly difficult task in a world with so many to choose from. How can you pick with so many choices available?

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How to Find the Best Style ETFs 1Q17

Finding the best ETFs is an increasingly difficult task in a world with so many to choose from. How can you pick with so many choices available?

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1Q17 Style Ratings Recap

At the beginning of each quarter, we rank each style from best to worst with our Style Ratings Report. These rankings are forward looking and are indicative of how each style should perform going forward.

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Small Cap Value Style 1Q17: Best and Worst

The Small Cap Value style ranks last out of the twelve fund styles as detailed in our 1Q17 Style Ratings for ETFs and Mutual Funds report. Last quarter, the Small Cap Value style ranked last as well.

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Small Cap Growth Style 1Q17: Best and Worst

The Small Cap Growth style ranks eighth out of the twelve fund styles as detailed in our 1Q17 Style Ratings for ETFs and Mutual Funds report. Last quarter, the Small Cap Growth style ranked eleventh.

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Small Cap Blend Style 1Q17: Best and Worst

The Small Cap Blend style ranks ninth out of the twelve fund styles as detailed in our 1Q17 Style Ratings for ETFs and Mutual Funds report. Last quarter, the Small Cap Blend style ranked tenth.

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Mid Cap Value Style 1Q17: Best and Worst

The Mid Cap Value style ranks tenth out of the twelve fund styles as detailed in our 1Q17 Style Ratings for ETFs and Mutual Funds report. Last quarter, the Mid Cap Value style ranked ninth.

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Mid Cap Growth Style 1Q17: Best and Worst

The Mid Cap Growth style ranks eleventh out of the twelve fund styles as detailed in our 1Q17 Style Ratings for ETFs and Mutual Funds report. Last quarter, the Mid Cap Growth style ranked eighth.

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Mid Cap Blend Style 1Q17: Best and Worst

The Mid Cap Blend style ranks sixth out of the twelve fund styles as detailed in our 1Q17 Style Ratings for ETFs and Mutual Funds report. Last quarter, the Mid Cap Blend style ranked seventh.

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Large Cap Value Style 1Q17: Best and Worst

The Large Cap Value style ranks third out of the twelve fund styles as detailed in our 1Q17 Style Ratings for ETFs and Mutual Funds report. Last quarter, the Large Cap Value style ranked third as well.

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Large Cap Growth Style 1Q17: Best and Worst

The Large Cap Growth style ranks fifth out of the twelve fund styles as detailed in our 1Q17 Style Ratings for ETFs and Mutual Funds report. Last quarter, the Large Cap Growth style ranked fourth.

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Large Cap Blend Style 1Q17: Best and Worst

The Large Cap Blend style ranks first out of the twelve fund styles as detailed in our 1Q17 Style Ratings for ETFs and Mutual Funds report. It gets our Attractive rating.

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All Cap Value Style 1Q17: Best and Worst

The All Cap Value style ranks fourth out of the twelve fund styles as detailed in our 1Q17 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.

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All Cap Growth Style 1Q17: Best and Worst

The All Cap Growth style ranks seventh out of the twelve fund styles as detailed in our 1Q17 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.

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All Cap Blend Style 1Q17: Best and Worst

The All Cap Blend style ranks second out of the twelve fund styles as detailed in our 1Q17 Style Ratings for ETFs and Mutual Funds report. It gets our Attractive rating.

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Style Ratings For ETFs & Mutual Funds: 1Q17

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At the beginning of the first quarter of 2017, only the Large Cap Blend and All Cap Blend styles earn 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.

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How to Avoid the Worst Style Mutual Funds 4Q16

Question: Why are there so many mutual funds? Answer: Mutual fund providers tend to make lots of money on each fund so they create more products to sell.

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