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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
January 22, 20210Comments

Small Cap Value Style 1Q21: Best and Worst

The Small Cap Value style ranks eighth out of the twelve fund styles as detailed in our 1Q21 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
January 22, 20210Comments

Small Cap Growth Style 1Q21: Best and Worst

The Small Cap Growth style ranks last out of the twelve fund styles as detailed in our 1Q21 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
January 22, 20210Comments

Small Cap Blend Style 1Q21: Best and Worst

The Small Cap Blend style ranks tenth out of the twelve fund styles as detailed in our 1Q21 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
January 22, 20210Comments

Mid Cap Value Style 1Q21: Best and Worst

The Mid Cap Value style ranks seventh out of the twelve fund styles as detailed in our 1Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Alex Sword
Best & Worst by Style
January 22, 20210Comments

Mid Cap Growth Style 1Q21: Best and Worst

The Mid Cap Growth style ranks eleventh out of the twelve fund styles as detailed in our 1Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Unattractive rating.
by Alex Sword
Best & Worst by Style
January 22, 20210Comments

Mid Cap Blend Style 1Q21: Best and Worst

The Mid Cap Blend style ranks sixth out of the twelve fund styles as detailed in our 1Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Alex Sword
Best & Worst by Style
January 21, 20210Comments

Large Cap Value Style 1Q21: Best and Worst

The Large Cap Value style ranks first out of the twelve fund styles as detailed in our 1Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Very Attractive rating.
by Matt Shuler, Investment Analyst II
Best & Worst by Style
January 21, 20210Comments

Large Cap Growth Style 1Q21: Best and Worst

The Large Cap Growth style ranks fifth out of the twelve fund styles as detailed in our 1Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Matt Shuler, Investment Analyst II
Best & Worst by Style
January 21, 20210Comments

Large Cap Blend Style 1Q21: Best and Worst

The Large Cap Blend style ranks second out of the twelve fund styles as detailed in our 1Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Attractive rating.
by Matt Shuler, Investment Analyst II
Best & Worst by Style
January 20, 20210Comments

All Cap Value Style 1Q21: Best and Worst

The All Cap Value style ranks fourth out of the twelve fund styles as detailed in our 1Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Alex Sword
Best & Worst by Style
January 20, 20210Comments

All Cap Growth Style 1Q21: Best and Worst

The All Cap Growth style ranks fourth out of the twelve fund styles as detailed in our 1Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Alex Sword
Best & Worst by Style
January 20, 20210Comments

All Cap Blend Style 1Q21: Best and Worst

The All Cap Blend style ranks third out of the twelve fund styles as detailed in our 1Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Attractive rating.
by Alex Sword
Best & Worst Sector Rankings
January 15, 20210Comments

Style Ratings for ETFs & Mutual Funds: 1Q21

At the beginning of the first quarter of 2021, only the Large Cap Value, Large Cap Blend, and All Cap Blend styles earn Attractive-or-better ratings.
by Alex Sword
Avoid Worst Funds
October 30, 20200Comments

How to Avoid the Worst Style Mutual Funds 4Q20

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 style mutual funds.
by Kyle Guske II, Senior Investment Analyst, MBA
Avoid Worst Funds
October 30, 20200Comments

How to Avoid the Worst Style ETFs 4Q20

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 style ETFs.
by Kyle Guske II, Senior Investment Analyst, MBA
Find Best Sector Funds
October 26, 20200Comments

How to Find the Best Style Mutual Funds 4Q20

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
October 26, 20200Comments

How to Find the Best Style ETFs 4Q20

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
October 26, 20200Comments

Cheap Funds Dupe Investors – 4Q20

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. 4Q20.
by Kyle Guske II, Senior Investment Analyst, MBA
Sector Ratings Recap
October 23, 20200Comments

4Q20 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 fourth quarter of 2020.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
October 22, 20200Comments

Small Cap Value Style 4Q20: Best and Worst

The Small Cap Value style ranks eighth out of the twelve fund styles as detailed in our 4Q20 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Matt Shuler, Investment Analyst II
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