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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 27, 20200Comments

Mid Cap Value Style 2Q20: Best and Worst

The Mid Cap Value style ranks sixth out of the twelve fund styles as detailed in our 2Q20 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
April 27, 20200Comments

Mid Cap Growth Style 2Q20: Best and Worst

The Mid Cap Growth style ranks eleventh out of the twelve fund styles as detailed in our 2Q20 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
April 27, 20200Comments

Mid Cap Blend Style 2Q20: Best and Worst

The Mid Cap Blend style ranks fifth out of the twelve fund styles as detailed in our 2Q20 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
April 24, 20200Comments

Large Cap Value Style 2Q20: Best and Worst

The Large Cap Value style ranks first out of the twelve fund styles as detailed in our 2Q20 Style Ratings for ETFs and Mutual Funds report. It gets our Very Attractive rating.
by Matt Shuler, Investment Analyst II
Best & Worst by Style
April 24, 20200Comments

Large Cap Growth Style 2Q20: Best and Worst

The Large Cap Growth style ranks seventh out of the twelve fund styles as detailed in our 2Q20 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Matt Shuler, Investment Analyst II
Best & Worst by Style
April 24, 20200Comments

Large Cap Blend Style 2Q20: Best and Worst

The Large Cap Blend style ranks third out of the twelve fund styles as detailed in our 2Q20 Style Ratings for ETFs and Mutual Funds report. It gets our Attractive rating.
by Matt Shuler, Investment Analyst II
Best & Worst by Style
April 23, 20200Comments

All Cap Value Style 2Q20: Best and Worst

The All Cap Value style ranks second out of the twelve fund styles as detailed in our 2Q20 Style Ratings for ETFs and Mutual Funds report. It gets our Attractive rating.
by Matt Shuler, Investment Analyst II
Best & Worst by Style
April 23, 20200Comments

All Cap Growth Style 2Q20: Best and Worst

The All Cap Growth style ranks ninth out of the twelve fund styles as detailed in our 2Q20 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Matt Shuler, Investment Analyst II
Best & Worst by Style
April 23, 20200Comments

All Cap Blend Style 2Q20: Best and Worst

The All Cap Blend style ranks fourth out of the twelve fund styles as detailed in our 2Q20 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Matt Shuler, Investment Analyst II
Best & Worst Sector Rankings
April 20, 20200Comments

Style Ratings For ETFs & Mutual Funds: 2Q20

At the beginning of the second quarter of 2020, only the Large Cap Value, All Cap Value, and Large Cap Blend styles earn an Attractive-or-better rating
by Matt Shuler, Investment Analyst II
Avoid Worst Funds
February 6, 20200Comments

How To Avoid the Worst Style Mutual Funds 1Q20

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 Matt Shuler, Investment Analyst II
Avoid Worst Funds
February 6, 20200Comments

How To Avoid the Worst Style ETFs 1Q20

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 Matt Shuler, Investment Analyst II
Find Best Sector Funds
January 30, 20200Comments

How To Find the Best Style Mutual Funds 1Q20

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 Kyle Guske II, Senior Investment Analyst, MBA
Find Best Sector Funds
January 30, 20200Comments

How To Find the Best Style ETFs 1Q20

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 Kyle Guske II, Senior Investment Analyst, MBA
Cheap Funds Dupe Investors
January 29, 20200Comments

Cheap Funds Dupe Investors – 1Q20

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. 1Q20.
by Kyle Guske II, Senior Investment Analyst, MBA
Sector Ratings Recap
January 28, 20200Comments

1Q20 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 2020.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
January 27, 20200Comments

Small Cap Value Style 1Q20: Best and Worst

The Small Cap Value style ranks seventh out of the twelve fund styles as detailed in our 1Q20 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Matt Shuler, Investment Analyst II
Best & Worst by Style
January 27, 20200Comments

Small Cap Growth Style 1Q20: Best and Worst

The Small Cap Growth style ranks last out of the twelve fund styles as detailed in our 1Q20 Style Ratings for ETFs and Mutual Funds report. It gets our Very Unattractive rating.
by Matt Shuler, Investment Analyst II
Best & Worst by Style
January 27, 20200Comments

Small Cap Blend Style 1Q20: Best and Worst

The Small Cap Blend style ranks ninth out of the twelve fund styles as detailed in our 1Q20 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Matt Shuler, Investment Analyst II
Best & Worst by Style
January 24, 20200Comments

Mid Cap Value Style 1Q20: Best and Worst

The Mid Cap Value style ranks eighth out of the twelve fund styles as detailed in our 1Q20 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Matt Shuler, Investment Analyst II
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