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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 Sector Rankings
January 27, 20160Comments

1Q16 Style Ratings for ETFs & Mutual Funds

At the beginning of the first quarter of 2016, only the Large Cap Blend style earns 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
October 30, 20150Comments

How To Avoid the Worst Style Mutual Funds 4Q15

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
New Constructs
October 30, 20150Comments

How To Avoid the Worst Style ETFs 4Q15

Why are there so many ETFs? ETF providers tend to make lots of money on each ETF so they create more products to sell. 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.
by Kyle Guske II, Senior Investment Analyst, MBA
October 30, 20150Comments

How To Find The Best Style Mutual Funds 4Q15

Finding the best style 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
October 30, 20150Comments

How to Find the Best Style ETFs 4Q15

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?
by Blaine Skaggs
New Constructs
October 27, 20150Comments

4Q15 Style Ratings Recap

4Q15 comprehensive review of equity ETFs and mutual funds by style.
by Blaine Skaggs
New Constructs
October 26, 20150Comments

The Best and Worst of the Small Cap Value Style 4Q15

The Small Cap Value style ranks tenth out of the twelve fund styles as detailed in our 4Q15 Style Ratings for ETFs and Mutual Funds report. Last quarter, the Small Cap Value style ranked tenth as well. It gets our Dangerous rating
by Thaxston McKee
New Constructs
October 26, 20150Comments

The Best and Worst of the Small Cap Growth Style 4Q15

The Small Cap Growth style ranks eleventh out of the twelve fund styles as detailed in our 4Q15 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 Thaxston McKee
New Constructs
October 26, 20150Comments

The Best and Worst of the Small Cap Blend Style 4Q15

The Small Cap Blend style ranks twelfth out of the twelve fund styles as detailed in our 4Q15 Style Ratings for ETFs and Mutual Funds report. Last quarter, the Small Cap Blend style ranked last as well. It gets our Dangerous rating.
by Thaxston McKee
New Constructs
October 25, 20150Comments

The Best and Worst of the Mid Cap Value Style 4Q15

The Mid Cap Value style ranks seventh out of the twelve fund styles as detailed in our 4Q15 Style Ratings for ETFs and Mutual Funds report. Last quarter, the Mid Cap Value style ranked fifth. It gets our Dangerous rating.
by Blaine Skaggs
New Constructs
October 23, 20150Comments

The Best and Worst of the Mid Cap Growth Style 4Q15

The Mid Cap Growth style ranks ninth out of the twelve fund styles as detailed in our 4Q15 Style Ratings for ETFs and Mutual Funds report. Last quarter, the Mid Cap Growth style ranked eighth. It gets our Dangerous rating.
by Blaine Skaggs
New Constructs
October 22, 20150Comments

The Best and Worst of the Mid Cap Blend Style 4Q15

The Mid Cap Blend style ranks eighth out of the twelve fund styles as detailed in our 4Q15 Style Ratings for ETFs and Mutual Funds report. Last quarter, the Mid Cap Blend style ranked ninth. It gets our Dangerous rating
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
October 22, 20150Comments

The Best and Worst of the Large Cap Value Style 4Q15

The Large Cap Value style ranks first out of the twelve fund styles as detailed in our 4Q15 Style Ratings for ETFs and Mutual Funds report. Last quarter, the Large Cap Value style ranked first as well. It gets our Attractive rating.
by Thaxston McKee
New Constructs
October 22, 20150Comments

The Best and Worst of the Large Cap Growth Style 4Q15

The Large Cap Growth style ranks fifth out of the twelve fund styles as detailed in our 4Q15 Style Ratings for ETFs and Mutual Funds report. Last quarter, the Large Cap Growth style ranked fourth. It gets our Neutral rating.
by Thaxston McKee
New Constructs
October 22, 20150Comments

The Best and Worst of the Large Cap Blend Style 4Q15

The Large Cap Blend style ranks second out of the twelve fund styles as detailed in our 4Q15 Style Ratings for ETFs and Mutual Funds report. Last quarter, the Large Cap Blend style ranked second as well. It gets our Attractive rating.
by Thaxston McKee
New Constructs
October 22, 20150Comments

The Best and Worst of the All Cap Value Style 4Q15

The All Cap Value style ranks fourth out of the twelve fund styles as detailed in our 4Q15 Style Ratings for ETFs and Mutual Funds report. Last quarter, the All Cap Value style ranked fifth. It gets our Neutral rating.
by Blaine Skaggs
New Constructs
October 20, 20150Comments

The Best and Worst of the All Cap Growth Style 4Q15

The All Cap Growth style ranks sixth out of the twelve fund styles as detailed in our 4Q15 Style Ratings for ETFs and Mutual Funds report. Last quarter, the All Cap Growth style ranked sixth as well. It gets our Neutral rating
by Thaxston McKee
New Constructs
October 20, 20150Comments

The Best and Worst of the All Cap Blend Style 4Q15

The All Cap Blend style ranks third out of the twelve fund styles as detailed in 4Q15. Last quarter, the All Cap Blend style ranked third as well. It gets our Neutral rating.
by Thaxston McKee
Best & Worst Sector Rankings
October 20, 20150Comments

4Q15 Style Ratings for ETFs & Mutual Funds

At the beginning of the fourth quarter of 2015, only the Large Cap Value and Large Cap Blend styles earn an Attractive-or-better rating.
by Thaxston McKee
New Constructs
July 24, 20150Comments

How To Avoid the Worst Style Mutual Funds 3Q15

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
« Older Articles Newer Articles »

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