Skip to content
New Constructs
  • Get Access
  • Education
  • Research
  • Portfolios
  • Ratings
  • Screeners
  • Data

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.

Avoid Worst Funds
February 10, 20230Comments

How to Avoid the Worst Style Mutual Funds 1Q23

The large number of mutual funds has little to do with serving investors’ best interests. Here are two red flags investors can use to avoid the worst mutual funds.
by Italo Mendonca
Avoid Worst Funds
February 10, 20230Comments

How to Avoid the Worst Style ETFs 1Q23

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.
by Italo Mendonca
Find Best Sector Funds
February 9, 20230Comments

How to Find the Best Style Mutual Funds 1Q23

Learn how to pick the best mutual funds with so many to choose from.
by Italo Mendonca
Find Best Sector Funds
February 9, 20230Comments

How to Find the Best Style ETFs 1Q23

Learn how to pick the best style ETFs with so many to choose from.
by Italo Mendonca
Cheap Funds Dupe Investors
January 27, 20230Comments

Cheap Funds Dupe Investors – 1Q23

Investors are good at picking cheap funds. We want them to be better at picking funds with good stocks. Both are required to maximize success.
by Kyle Guske II, Senior Investment Analyst, MBA
Sector Ratings Recap
January 26, 20230Comments

1Q23 Style Ratings Recap

At the beginning of each quarter, we rank each style from best to worst with our Style Ratings Report. The following is our analysis of each style for the first quarter of 2023.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
January 26, 20230Comments

Small Cap Value Style 1Q23: Best and Worst

The Small Cap Value style ranks seventh out of the twelve fund styles and the category receives our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
January 26, 20230Comments

Small Cap Growth Style 1Q23: Best and Worst

The Small Cap Growth style ranks last out of the twelve fund styles and the category receives our Very Unattractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
January 26, 20230Comments

Small Cap Blend Style 1Q23: Best and Worst

The Small Cap Blend style ranks ninth out of the twelve fund styles and the category receives our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
January 25, 20230Comments

Mid Cap Value Style 1Q23: Best and Worst

The Mid Cap Value style ranks sixth out of the twelve fund styles and the category receives our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
January 25, 20230Comments

Mid Cap Growth Style 1Q23: Best and Worst

The Mid Cap Growth style ranks tenth out of the twelve fund styles and the category receives our Unattractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
January 25, 20230Comments

Mid Cap Blend Style 1Q23: Best and Worst

The Mid Cap Blend style ranks eight out of the twelve fund styles and the category receives our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
January 25, 20230Comments

Large Cap Value Style 1Q23: Best and Worst

The Large Cap Value style ranks first out of the twelve fund styles and the category receives our Very Attractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
January 25, 20230Comments

Large Cap Growth Style 1Q23: Best and Worst

The Large Cap Growth style ranks fifth out of the twelve fund styles and the category receives our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
January 25, 20230Comments

Large Cap Blend Style 1Q23: Best and Worst

The Large Cap Blend style ranks fourth out of the twelve fund styles and the category receives our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
January 25, 20230Comments

All Cap Value Style 1Q23: Best and Worst

The All Cap Value style ranks second out of the twelve fund styles and the category receives our Attractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
January 25, 20230Comments

All Cap Growth Style 1Q23: Best and Worst

The All Cap Growth style ranks eleventh out of the twelve fund styles and the category receives our Unattractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
January 25, 20230Comments

All Cap Blend Style 1Q23: Best and Worst

The All Cap Blend style ranks third out of the twelve fund styles and the category receives our Attractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst Sector Rankings
January 20, 20230Comments

Style Ratings for ETFs & Mutual Funds: 1Q23

At the beginning of the first quarter of 2023, the Large Cap Value, All Cap Value, and All Cap Blend styles earn an Attractive-or-better rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Avoid Worst Funds
October 28, 20220Comments

How to Avoid the Worst Style Mutual Funds 4Q22

The large number of mutual funds has little to do with serving investors' best interests. Here's two red flags to use to avoid the worst mutual funds.
by Italo Mendonca
« Older Articles

Search

  • Live Webinars: Direct Access to our Experts
  • —
  • Stock Picking Accolades
  • Get Novel Alpha: Earnings Distortion
  • —
  • Long Ideas
  • Danger Zone (Sell/short ideas)
  • IPO Research
  • Filing Season Finds (forensic accounting in real-time)
  • —
  • Fundamental Market & Sector Trends
  • Sector & Industry Fundamentals
  • 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
  • —
  • Media Features & Events
  • Testimonials
  • —
  • Backtest Data Details & Case Studies
  • Investing 101
  • ROIC Drives Equity Valuation
  • – Enterprise Value Optimization
  • DOL Fiduciary Regulation
  • M&A Analysis
  • Accounting Rule Changes
  • Machine Learning & AI for Smarter Investing
  • —
  • How To Use Our Site
  • ICYMI – past issues
  • Get Research Alerts
  • Purchase Reports (for non-members)
  • —
  • Company Report Index
  • – Tesla (TSLA) – 23 reports
  • – Netflix (NFLX) – 22 reports
  • – General Motors (GM) – 13 reports
  • – Snap (SNAP) – 11 reports
  • – Disney (DIS) – 10 reports
  • – Intel Corporation (INTC) – 9 reports
  • – Uber (UBER) – 9 reports
  • – Beyond Meat (BYND) – 8 reports
  • – Spotify (SPOT) – 8 reports
  • – Wayfair (W) – 8 reports
  • – Carvana (CVNA) – 8 reports
  • – DoorDash (DASH) – 8 reports
  • – Target (TGT) – 7 reports
  • – Skechers USA (SKX) – 7 reports
  • – Coinbase (COIN) – 7 reports
  • – McDonald’s Corporation (MCD) – 6 reports
  • – Walmart (WMT) – 6 reports
  • – AutoZone (AZO) – 6 reports
  • – Valeant (VRX) – 6 reports
  • – Cracker Barrel (CBRL) – 6 reports
  • – Peloton (PTON) – 6 reports
  • – HCA Healthcare (HCA) – 6 reports
  • – JPMorgan (JPM) – 6 reports
  • – Amgen (AMGN) – 5 reports
  • – Best Buy (BBY) – 5 reports
  • – SYSCO Corporation (SYY) – 5 reports
  • – Johnson & Johnson (JNJ) – 5 reports
  • – Oracle (ORCL) – 6 reports
  • – Amazon (AMZN) – 6 reports
  • – Verizon Communications (VZ) – 5 reports
  • – GameStop (GME) – 6 reports
  • – Cisco Systems (CSCO) – 6 reports
  • – John B. Sanfilippo & Son (JBSS) – 5 reports
  • – Colgate-Palmolive (CL) – 5 reports
  • – Zendesk (ZEN) – 5 reports
  • – Lam Research Corp (LRCX) – 5 reports
  • – Southwest Airlines (LUV) – 5 reports
  • – Alphabet (GOOGL) – 5 reports
  • – Microsoft (MSFT) – 4 reports
  • – Dropbox (DBX) – 4 reports
  • – NVR Inc. (NVR) – 4 reports
  • – Caterpillar (CAT) – 4 reports
  • – Omnicom Group (OMC) – 4 reports
  • – TrueCar (TRUE) – 4 reports
  • – Allison Transmission Holdings (ALSN) – 4 reports
  • – HF Sinclair (DINO) – 4 reports
  • – Kimberly-Clark (KMB) – 4 reports
  • – Discover Financial (DFS) – 4 reports
  • – Simon Property Group (SPG) – 4 reports
  • – Lear Corp (LEA) – 4 reports
  • – Thor Industries (THO) – 4 reports
  • – Affirm Holdings (AFRM) – 4 reports
  • – Robinhood Markets (HOOD) – 4 reports
  • – Pinterest (PINS) – 4 reports
  • – Universal Health Services (UHS) – 4 reports
  • – Meritage Homes (MTH) – 4 reports
  • – Shopify (SHOP) – 4 reports
  • – Allstate (ALL) – 4 reports
  • – Ford (F) – 4 reports
  • – Box, Inc. (BOX) – 3 reports
  • – Shake Shack (SHAK) – 3 reports
  • – Eventbrite (EB) – 3 reports
  • – Equinix (EQIX) – 3 reports
  • – Cummins (CMI) – 3 reports
  • – MasTec Inc. (MTZ) – 3 reports
  • – AMC Entertainment (AMC) – 3 reports

About Us Testimonials In the News Contact Careers General Legal Documentation
Copyright 2023 New Constructs, LLC All Rights Reserved
Registration on or use of this site constitutes acceptance of our Terms of Use and Privacy Policy.