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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.

New Constructs
February 2, 20170Comments

Large Cap Growth Style 1Q17: Best and Worst

The Large Cap Growth style ranks fifth out of the twelve fund styles as detailed in our 1Q17 Style Ratings for ETFs and Mutual Funds report. Last quarter, the Large Cap Growth style ranked fourth.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
January 30, 20170Comments

Large Cap Blend Style 1Q17: Best and Worst

The Large Cap Blend style ranks first out of the twelve fund styles as detailed in our 1Q17 Style Ratings for ETFs and Mutual Funds report. It gets our Attractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
January 30, 20170Comments

All Cap Value Style 1Q17: Best and Worst

The All Cap Value style ranks fourth out of the twelve fund styles as detailed in our 1Q17 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
January 30, 20170Comments

All Cap Growth Style 1Q17: Best and Worst

The All Cap Growth style ranks seventh out of the twelve fund styles as detailed in our 1Q17 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
January 30, 20170Comments

All Cap Blend Style 1Q17: Best and Worst

The All Cap Blend style ranks second out of the twelve fund styles as detailed in our 1Q17 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
January 26, 20170Comments

Style Ratings For ETFs & Mutual Funds: 1Q17

At the beginning of the first quarter of 2017, only the Large Cap Blend and All Cap Blend styles earn an Attractive-or-better rating. Our style ratings are based on the aggregation of our fund ratings for every ETF and mutual fund in each style.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
November 16, 20160Comments

How to Avoid the Worst Style Mutual Funds 4Q16

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 Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
November 16, 20160Comments

How to Avoid the Worst Style ETFs 4Q16

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 Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
November 14, 20160Comments

How to Find the Best Style Mutual Funds 4Q16

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
New Constructs
November 11, 20160Comments

How to Find the Best Style ETFs 4Q16

Analyzing ETFs, done with the proper diligence, is far more difficult than analyzing stocks because it means analyzing all the stocks within each ETF. As stated above, that can be as many as 3723 stocks, and sometimes even more, for one ETF.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
November 10, 20160Comments

Cheap Funds Dupe Investors – 4Q16

Fund holdings affect fund performance more than fees or past performance. A cheap fund is not necessarily a good fund. 4Q16.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
November 9, 20160Comments

4Q16 Style Ratings Recap

4Q16 comprehensive review of equity ETFs and mutual funds by style.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
November 9, 20160Comments

Small Cap Value Style 4Q16: Best and Worst

he Small Cap Value style ranks last out of the twelve fund styles as detailed in our 4Q16 Style Ratings for ETFs and Mutual Funds report. Last quarter, the Small Cap Value style ranked last as well. It gets our Dangerous rating
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
November 8, 20160Comments

Small Cap Growth Style 4Q16: Best and Worst

The Small Cap Growth style ranks eleventh out of the twelve fund styles as detailed in our 4Q16 Style Ratings for ETFs and Mutual Funds report. Last quarter, the Small Cap Growth style ranked eleventh as well. It gets our Dangerous rating.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
November 8, 20160Comments

Small Cap Blend Style 4Q16: Best and Worst

The Small Cap Blend style ranks tenth out of the twelve fund styles as detailed in our 4Q16 Style Ratings for ETFs and Mutual Funds report. Last quarter, the Small Cap Blend style ranked tenth as well. It gets our Dangerous rating.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
November 7, 20160Comments

Mid Cap Value Style 4Q16: Best and Worst

The Mid Cap Value style ranks ninth out of the twelve fund styles as detailed in our 4Q16 Style Ratings for ETFs and Mutual Funds report. It gets our Dangerous rating.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
November 7, 20160Comments

Mid Cap Growth Style 4Q16: Best and Worst

The Mid Cap Growth style ranks eighth out of the twelve fund styles as detailed in our 4Q16 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
November 3, 20160Comments

Mid Cap Blend Style 4Q16: Best and Worst

The Mid Cap Blend style ranks seventh out of the twelve fund styles as detailed in our 4Q16 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
November 3, 20160Comments

Large Cap Value Style 4Q16: Best and Worst

The Large Cap Value style ranks third out of the twelve fund styles as detailed in our 4Q16 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
November 3, 20160Comments

Large Cap Growth Style 4Q16: Best and Worst

The Large Cap Growth style ranks fourth out of the twelve fund styles as detailed in our 4Q16 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
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