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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.

Best & Worst by Style
April 17, 20250Comments

Small Cap Value Style 2Q25: Best and Worst

The Small Cap Value style ranks eighth out of the twelve fund styles detailed in our 2Q25 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 17, 20250Comments

Small Cap Growth Style 2Q25: Best and Worst

The Small Cap Growth style ranks last out of the twelve fund styles detailed in our 2Q25 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 17, 20250Comments

Small Cap Blend Style 2Q25: Best and Worst

The Small Cap Blend style ranks eleventh out of the twelve fund styles detailed in our 2Q25 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
April 17, 20250Comments

Mid Cap Value Style 2Q25: Best and Worst

The Mid Cap Value style ranks fifth out of the twelve fund styles detailed in our 2Q25 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 17, 20250Comments

Mid Cap Growth Style 2Q25: Best and Worst

The Mid Cap Growth style ranks ninth out of the twelve fund styles detailed in our 2Q25 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 17, 20250Comments

Mid Cap Blend Style 2Q25: Best and Worst

The Mid Cap Blend style ranks sixth out of the twelve fund styles detailed in our 2Q25 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 17, 20250Comments

Large Cap Value Style 2Q25: Best and Worst

The Large Cap Value style ranks fourth out of the twelve fund styles detailed in our 2Q25 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 17, 20250Comments

Large Cap Growth Style 2Q25: Best and Worst

The Large Cap Growth style ranks seventh out of the twelve fund styles detailed in our 2Q25 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 17, 20250Comments

Large Cap Blend Style 2Q25: Best and Worst

The Large Cap Blend style ranks third out of the twelve fund styles detailed in our 2Q25 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 17, 20250Comments

All Cap Value Style 2Q25: Best and Worst

The All Cap Value style ranks first out of the twelve fund styles detailed in our 2Q25 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 17, 20250Comments

All Cap Growth Style 2Q25: Best and Worst

The All Cap Growth style ranks tenth out of the twelve fund styles detailed in our 2Q25 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
April 17, 20250Comments

All Cap Blend Style 2Q25: Best and Worst

The All Cap Blend style ranks second out of the twelve fund styles detailed in our 2Q25 Style Ratings for ETFs and Mutual Funds report. The category receives our Attractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst Sector Rankings
April 16, 20250Comments

Style Ratings for ETFs and Mutual Funds: 2Q25

Investors looking for style funds that hold quality stocks should focus on the All Cap Value, All Cap Blend, and Large Cap Blend styles.
by Kyle Guske II, Senior Investment Analyst, MBA
Avoid Worst Funds
January 30, 20250Comments

How to Avoid the Worst Style Mutual Funds 1Q25

Here are red flags investors can use to avoid the worst style mutual funds for 1Q25.
by Kyle Guske II, Senior Investment Analyst, MBA
Avoid Worst Funds
January 29, 20250Comments

How to Avoid the Worst Style ETFs 1Q25

Here are three red flags investors can use to avoid the worst style ETFs for 1Q25.
by Kyle Guske II, Senior Investment Analyst, MBA
Find Best Sector Funds
January 28, 20250Comments

How to Find the Best Style Mutual Funds 1Q25

Learn how to pick the best style mutual funds with so many to choose from in 1Q25.
by Kyle Guske II, Senior Investment Analyst, MBA
Find Best Sector Funds
January 28, 20250Comments

How to Find the Best Style ETFs 1Q25

Learn how to pick the best style ETFs with so many to choose from in 1Q25.
by Kyle Guske II, Senior Investment Analyst, MBA
January 28, 20250Comments

Cheap Funds Dupe Investors – 1Q25

Hunting for bargains is a best practice in any endeavor. But when it comes to investing in 1Q25, a cheap fund is not necessarily a good fund.
by Kyle Guske II, Senior Investment Analyst, MBA
Sector Ratings Recap
January 24, 20250Comments

1Q25 Style Ratings Recap

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

Small Cap Value Style 1Q25: Best and Worst

The Small Cap Value style ranks eighth out of the twelve fund styles detailed in our 1Q25 Style Ratings for ETFs and Mutual Funds report. The category receives our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
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