4Q16 Style Ratings Recap
4Q16 comprehensive review of equity ETFs and mutual funds by style.
Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst ETFs & Mutual Funds by Style
Kyle Guske II, Senior Investment Analyst, MBA
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
Kyle Guske II, Senior Investment Analyst, MBA
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.
Kyle Guske II, Senior Investment Analyst, MBA
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.
Kyle Guske II, Senior Investment Analyst, MBA
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.
Kyle Guske II, Senior Investment Analyst, MBA
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.
Kyle Guske II, Senior Investment Analyst, MBA
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.
Kyle Guske II, Senior Investment Analyst, MBA
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.
Kyle Guske II, Senior Investment Analyst, MBA
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.
Kyle Guske II, Senior Investment Analyst, MBA
Large Cap Blend Style 4Q16: Best and Worst
The Large Cap Blend style ranks first out of the twelve fund styles as detailed in our 4Q16 Style Ratings for ETFs and Mutual Funds report. Last quarter, the Large Cap Blend style
Kyle Guske II, Senior Investment Analyst, MBA
All Cap Value Style 4Q16: Best and Worst
The All Cap Value style ranks fifth out of the twelve fund styles as detailed in our 4Q16 Style Ratings for ETFs and Mutual Funds report. Last quarter, the All Cap Value style ranked fifth as well.
Kyle Guske II, Senior Investment Analyst, MBA
All Cap Growth Style 4Q16: Best and Worst
The All Cap Growth style ranks sixth out of the twelve fund styles as detailed in our 4Q16 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
Kyle Guske II, Senior Investment Analyst, MBA
All Cap Blend Style 4Q16: Best and Worst
The All Cap Blend style ranks second out of the twelve fund styles as detailed in our 4Q16 Style Ratings for ETFs and Mutual Funds report. It gets our Attractive rating.
Kyle Guske II, Senior Investment Analyst, MBA
4Q16 Style Ratings For ETFs & Mutual Funds
At the beginning of the fourth quarter of 2016, 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
Kyle Guske II, Senior Investment Analyst, MBA
How To Avoid the Worst Style Mutual Funds 3Q16
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:
Kyle Guske II, Senior Investment Analyst, MBA
How To Avoid the Worst Style ETFs 3Q16
The large number of ETFs has little to do with serving your best interests. Here are three red flags you can use to avoid the worst ETFs:
Kyle Guske II, Senior Investment Analyst, MBA
How to Find the Best Style Mutual Funds 3Q16
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?
Kyle Guske II, Senior Investment Analyst, MBA
How to Find the Best Style ETFs 3Q16
Finding the best style ETFs is an increasingly difficult task in a world with so many to choose from. How can you pick with so many choices available?
Kyle Guske II, Senior Investment Analyst, MBA
Cheap Funds Dupe Investors – 3Q16
Fund holdings affect fund performance more than fees or past performance. A cheap fund is not necessarily a good fund. A fund that has done well in the past is not likely to do well in the future. 3Q16.
Kyle Guske II, Senior Investment Analyst, MBA
3Q16 Style Ratings Recap
At the beginning of each quarter, we rank each style from best to worst with our Style Ratings Report. These rankings are forward looking and are indicative of how each style should perform going forward. The following is our analysis of each style for the third quarter of 2016.
Kyle Guske II, Senior Investment Analyst, MBA