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

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

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

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

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

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

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

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

July 23, 20150Comments

How To Avoid the Worst Style ETFs 3Q15

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 Max Lee

July 22, 20150Comments

How to Find the Best Style Mutual Funds 3Q15

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? 3Q15.

by Max Lee

July 22, 20150Comments

How to Find the Best Style ETFs 3Q15

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? 3Q15 update.

by Max Lee

July 20, 20150Comments

3Q15 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 2015.

by Kyle Guske II, Senior Investment Analyst, MBA

July 20, 20150Comments

The Best and Worst of the Small Cap Value Style

The Small Cap Value style ranks tenth out of the 12 fund styles as detailed in our 3Q15 Style Ratings for ETFs and Mutual Funds report. It gets our Dangerous rating.

by Max Lee

July 20, 20150Comments

The Best and Worst of the Small Cap Growth Style

The Small Cap Growth style ranks eleventh out of the 12 fund styles as detailed in our 3Q15 Style Ratings for ETFs and Mutual Funds report. It gets our Dangerous rating.

by Max Lee

July 20, 20150Comments

The Best and Worst of the Small Cap Blend Style

The Small Cap Blend style ranks last out of the 12 fund styles as detailed in our 3Q15 Style Ratings for ETFs and Mutual Funds report. It gets our Dangerous rating.

by Max Lee

July 20, 20150Comments

The Best and Worst of the Mid Cap Value Style

The Mid Cap Value style ranks seventh out of the 12 fund styles as detailed in our 3Q15 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.

by Max Lee

July 16, 20150Comments

The Best and Worst of the Mid Cap Growth Style

The Mid Cap Growth style ranks eighth out of the 12 fund styles as detailed in our 3Q15 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.

by Max Lee

July 15, 20150Comments

The Best and Worst of the Mid Cap Blend Style

The Mid Cap Blend style ranks ninth out of the 12 fund styles as detailed in our 3Q15 Style Ratings for ETFs and Mutual Funds report. It gets our Dangerous rating.

by Max Lee

July 15, 20150Comments

The Best and Worst of the Large Cap Value Style

The Large Cap Value style ranks first out of the 12 fund styles as detailed in our 3Q15 Style Ratings for ETFs and Mutual Funds report. It gets our Attractive rating.

by Kyle Guske II, Senior Investment Analyst, MBA

July 15, 20150Comments

The Best and Worst of the Large Cap Growth Style

The Large Cap Growth style ranks fourth out of the 12 fund styles as detailed in our 3Q15 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.

by Max Lee

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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.

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

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

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

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

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

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

4Q15 Style Ratings for ETFs & Mutual Funds

How To Avoid the Worst Style Mutual Funds 3Q15

How To Avoid the Worst Style ETFs 3Q15

How to Find the Best Style Mutual Funds 3Q15

How to Find the Best Style ETFs 3Q15

3Q15 Style Ratings Recap

The Best and Worst of the Small Cap Value Style

The Best and Worst of the Small Cap Growth Style

The Best and Worst of the Small Cap Blend Style

The Best and Worst of the Mid Cap Value Style

The Best and Worst of the Mid Cap Growth Style

The Best and Worst of the Mid Cap Blend Style

The Best and Worst of the Large Cap Value Style

The Best and Worst of the Large Cap Growth Style