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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
July 16, 20190Comments

Large Cap Value Style 3Q19: Best and Worst

The Large Cap Value style ranks third out of the twelve fund styles as detailed in our 3Q19 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 16, 20190Comments

Large Cap Growth Style 3Q19: Best and Worst

The Large Cap Growth style ranks fifth out of the twelve fund styles as detailed in our 3Q19 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 16, 20190Comments

Large Cap Blend Style 3Q19: Best and Worst

The Large Cap Blend style ranks first out of the twelve fund styles as detailed in our 3Q19 Style Ratings for ETFs and Mutual Funds report. It gets our Very Attractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
July 16, 20190Comments

All Cap Value Style 3Q19: Best and Worst

The All Cap Value style ranks fourth out of the twelve fund styles as detailed in our 3Q19 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 16, 20190Comments

All Cap Growth Style 3Q19: Best and Worst

The All Cap Growth style ranks ninth out of the twelve fund styles as detailed in our 3Q19 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 16, 20190Comments

All Cap Blend Style 3Q19: Best and Worst

The All Cap Blend style ranks second out of the twelve fund styles as detailed in our 3Q19 Style Ratings for ETFs and Mutual Funds report. It gets our Attractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst Sector Rankings
July 15, 20190Comments

Style Ratings For ETFs & Mutual Funds: 3Q19

At the beginning of the third quarter of 2019, only the Large Cap Blend, All Cap Blend, and Large Cap Value styles earn Attractive-or-better ratings.
by Kyle Guske II, Senior Investment Analyst, MBA
Avoid Worst Funds
May 1, 20190Comments

How To Avoid the Worst Style Mutual Funds 2Q19

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
May 1, 20190Comments

How To Avoid the Worst Style ETFs 2Q19

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
May 1, 20190Comments

How To Find the Best Style Mutual Funds 2Q19

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
May 1, 20190Comments

How To Find the Best Style ETFs 2Q19

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
May 1, 20190Comments

Cheap Funds Dupe Investors – 2Q19

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. 2Q19.
by Kyle Guske II, Senior Investment Analyst, MBA
Sector Ratings Recap
April 29, 20190Comments

2Q19 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 second quarter of 2019.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
April 25, 20190Comments

Small Cap Value Style 2Q19: Best and Worst

The Small Cap Value style ranks ninth out of the twelve fund styles as detailed in our 2Q19 Style Ratings report. It gets our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
April 25, 20190Comments

Small Cap Growth Style 2Q19: Best and Worst

The Small Cap Growth style ranks last out of the twelve fund styles as detailed in our 2Q19 Style Ratings report. It gets our Very Unattractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
April 25, 20190Comments

Small Cap Blend Style 2Q19: Best and Worst

The Small Cap Blend style ranks tenth out of the twelve fund styles as detailed in our 2Q19 Style Ratings report. It gets our Unattractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
April 25, 20190Comments

Mid Cap Value Style 2Q19: Best and Worst

The Mid Cap Value style ranks eighth out of the twelve fund styles as detailed in our 2Q19 Style Ratings report. It gets our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
April 25, 20190Comments

Mid Cap Growth Style 2Q19: Best and Worst

The Mid Cap Growth style ranks eleventh out of the twelve fund styles as detailed in our 2Q19 Style Ratings report. It gets our Unattractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
April 25, 20190Comments

Mid Cap Blend Style 2Q19: Best and Worst

The Mid Cap Blend style ranks fifth out of the twelve fund styles as detailed in our 2Q19 Style Ratings report. It gets our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
April 23, 20190Comments

Large Cap Value Style 2Q19: Best and Worst

The Large Cap Value style ranks second out of the twelve fund styles as detailed in our 2Q19 Style Ratings report. It gets our Attractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
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