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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 Sector Rankings
October 18, 20210Comments

Style Ratings for ETFs & Mutual Funds: 4Q21

At the beginning of the fourth quarter of 2021, the All Cap Value, Large Cap Blend, and All Cap Bend styles earn Attractive-or-better rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Avoid Worst Funds
July 22, 20210Comments

How to Avoid the Worst Style Mutual Funds 3Q21

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.
by Kyle Guske II, Senior Investment Analyst, MBA
Avoid Worst Funds
July 22, 20210Comments

How to Avoid the Worst Style ETFs 3Q21

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 Kyle Guske II, Senior Investment Analyst, MBA
Find Best Sector Funds
July 22, 20210Comments

How to Find the Best Style Mutual Funds 3Q21

How can you pick the best mutual funds when there are so many to choose from?
by Kyle Guske II, Senior Investment Analyst, MBA
Find Best Sector Funds
July 22, 20210Comments

How to Find the Best Style ETFs 3Q21

How can you pick the best ETFs with so many to choose from?
by Kyle Guske II, Senior Investment Analyst, MBA
Cheap Funds Dupe Investors
July 20, 20210Comments

Cheap Funds Dupe Investors – 3Q21

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. 3Q21.
by Kyle Guske II, Senior Investment Analyst, MBA
Sector Ratings Recap
July 16, 20210Comments

3Q21 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 third quarter of 2021.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
July 16, 20210Comments

Small Cap Value Style 3Q21: Best & Worst

The Small Cap Value style ranks seventh out of the twelve fund styles as detailed in our 3Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Alex Sword
Best & Worst by Style
July 16, 20210Comments

Small Cap Growth Style 3Q21: Best & Worst

The Small Cap Growth style ranks last out of the twelve fund styles as detailed in our 3Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Very Unattractive rating.
by Alex Sword
Best & Worst by Style
July 16, 20210Comments

Small Cap Blend Style 3Q21: Best & Worst

The Small Cap Blend style ranks eighth out of the twelve fund styles as detailed in our 3Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Alex Sword
Best & Worst by Style
July 16, 20210Comments

Mid Cap Value Style 3Q21: Best & Worst

The Mid Cap Value style ranks tenth out of the twelve fund styles as detailed in our 3Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Unattractive rating.
by Matt Shuler, Investment Analyst II
Best & Worst by Style
July 16, 20210Comments

Mid Cap Growth Style 3Q21: Best & Worst

The Mid Cap Growth style ranks eleventh out of the twelve fund styles as detailed in our 3Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Unattractive rating.
by Matt Shuler, Investment Analyst II
Best & Worst by Style
July 16, 20210Comments

Mid Cap Blend Style 3Q21: Best & Worst

The Mid Cap Blend style ranks sixth out of the twelve fund styles as detailed in our 3Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Matt Shuler, Investment Analyst II
Best & Worst by Style
July 16, 20210Comments

Large Cap Value Style 3Q21: Best & Worst

The Large Cap Value style ranks fourth out of the twelve fund styles as detailed in our 3Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Matt Shuler, Investment Analyst II
Best & Worst by Style
July 16, 20210Comments

Large Cap Growth Style 3Q21: Best & Worst

The Large Cap Growth style ranks fifth out of the twelve fund styles as detailed in our 3Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Matt Shuler, Investment Analyst II
Best & Worst by Style
July 16, 20210Comments

Large Cap Blend Style 3Q21: Best & Worst

The Large Cap Blend style ranks first out of the twelve fund styles as detailed in our 3Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Very Attractive rating.
by Matt Shuler, Investment Analyst II
Best & Worst by Style
July 16, 20210Comments

All Cap Value Style 3Q21: Best and Worst

The All Cap Value style ranks second out of the twelve fund styles as detailed in our 3Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Attractive rating.
by Matt Shuler, Investment Analyst II
Best & Worst by Style
July 16, 20210Comments

All Cap Growth Style 3Q21: Best and Worst

The All Cap Growth style ranks ninth out of the twelve fund styles as detailed in our 3Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Matt Shuler, Investment Analyst II
Best & Worst by Style
July 16, 20210Comments

All Cap Blend Style 3Q21: Best and Worst

The All Cap Blend style ranks third out of the twelve fund styles as detailed in our 3Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Attractive rating.
by Matt Shuler, Investment Analyst II
Best & Worst Sector Rankings
July 15, 20210Comments

Style Ratings for ETFs & Mutual Funds: 3Q21

At the beginning of the third quarter of 2021, only the Large Cap Blend, All Cap Value, and All Cap Blend styles earn Attractive-or-better ratings.
by Kyle Guske II, Senior Investment Analyst, MBA
« Older Articles Newer Articles »

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