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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 19, 20200Comments

Style Ratings For ETFs & Mutual Funds: 4Q20

At the beginning of the fourth quarter of 2020, only the Large Cap Value, Large Cap Blend, and All Cap Value styles earn Attractive-or-better ratings.
by Kyle Guske II, Senior Investment Analyst, MBA
Avoid Worst Funds
August 4, 20200Comments

How to Avoid the Worst Style Mutual Funds 3Q20

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.
by Matt Shuler, Investment Analyst II
Avoid Worst Funds
August 4, 20200Comments

How to Avoid the Worst Style ETFs 3Q20

Question: Why are there so many ETFs? Answer: ETF providers tend to make lots of money on each ETF so they create more products to sell.
by Matt Shuler, Investment Analyst II
Find Best Sector Funds
July 31, 20200Comments

How to Find the Best Style Mutual Funds 3Q20

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?
by Matt Shuler, Investment Analyst II
Find Best Sector Funds
July 30, 20200Comments

How to Find the Best Style ETFs 3Q20

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?
by Matt Shuler, Investment Analyst II
Cheap Funds Dupe Investors
July 28, 20200Comments

Cheap Funds Dupe Investors – 3Q20

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. 3Q20.
by Kyle Guske II, Senior Investment Analyst, MBA
Sector Ratings Recap
July 24, 20200Comments

3Q20 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 2020.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
July 24, 20200Comments

Small Cap Value Style 3Q20: Best and Worst

The Small Cap Value style ranks eighth out of the twelve fund styles as detailed in our 3Q20 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
July 24, 20200Comments

Small Cap Growth Style 3Q20: Best and Worst

The Small Cap Growth style ranks last out of the twelve fund styles as detailed in our 3Q20 Style Ratings for ETFs and Mutual Funds report. It gets our Very Unattractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
July 24, 20200Comments

Small Cap Blend Style 3Q20: Best and Worst

The Small Cap Blend style ranks tenth out of the twelve fund styles as detailed in our 3Q20 Style Ratings for ETFs and Mutual Funds report. It gets our Unattractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
July 24, 20200Comments

Mid Cap Value Style 3Q20: Best and Worst

The Mid Cap Value style ranks seventh out of the twelve fund styles as detailed in our 3Q20 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Matt Shuler, Investment Analyst II
Best & Worst by Style
July 24, 20200Comments

Mid Cap Growth Style 3Q20: Best and Worst

The Mid Cap Growth style ranks eleventh out of the twelve fund styles as detailed in our 3Q20 Style Ratings for ETFs and Mutual Funds report. It gets our Unattractive rating.
by Matt Shuler, Investment Analyst II
Best & Worst by Style
July 24, 20200Comments

Mid Cap Blend Style 3Q20: Best and Worst

The Mid Cap Blend style ranks sixth out of the twelve fund styles as detailed in our 3Q20 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Matt Shuler, Investment Analyst II
Best & Worst by Style
July 23, 20200Comments

Large Cap Value Style 3Q20: Best and Worst

The Large Cap Value style ranks first out of the twelve fund styles as detailed in our 3Q20 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 23, 20200Comments

Large Cap Growth Style 3Q20: Best and Worst

The Large Cap Growth style ranks fifth out of the twelve fund styles as detailed in our 3Q20 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Matt Shuler, Investment Analyst II
Best & Worst by Style
July 23, 20200Comments

Large Cap Blend Style 3Q20: Best and Worst

The Large Cap Blend style ranks third out of the twelve fund styles as detailed in our 3Q20 Style Ratings for ETFs and Mutual Funds report. It gets our Attractive rating.
by Matt Shuler, Investment Analyst II
Best & Worst by Style
July 22, 20200Comments

All Cap Value Style 3Q20: Best and Worst

The All Cap Value style ranks second out of the twelve fund styles as detailed in our 3Q20 Style Ratings for ETFs and Mutual Funds report. It gets our Attractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
July 22, 20200Comments

All Cap Growth Style 3Q20: Best and Worst

The All Cap Growth style ranks ninth out of the twelve fund styles as detailed in our 3Q20 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
July 22, 20200Comments

All Cap Blend Style 3Q20: Best and Worst

The All Cap Blend style ranks fourth out of the twelve fund styles as detailed in our 3Q20 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst Sector Rankings
July 20, 20200Comments

Style Ratings For ETFs & Mutual Funds: 3Q20

At the beginning of the third quarter of 2020, only the Large Cap Value, All Cap Value, and Large Cap Blend styles earn Attractive-or-better ratings.
by Kyle Guske II, Senior Investment Analyst, MBA
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