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

July 14, 20150Comments

The Best and Worst of the Large Cap Blend Style

The Large Cap Blend style ranks second 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 14, 20150Comments

The Best and Worst of the All Cap Value Style

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

by Max Lee

July 14, 20150Comments

The Best and Worst of the All Cap Growth Style

The All Cap Growth style ranks sixth 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 Kyle Guske II, Senior Investment Analyst, MBA

July 14, 20150Comments

The Best and Worst of the All Cap Blend Style

The All Cap Blend style ranks third 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 14, 20150Comments

3Q15 Style Ratings for ETFs & Mutual Funds

At the beginning of the third quarter of 2015, only the Large Cap Value and Large 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 Max Lee

June 17, 20150Comments

Stock Picking Grades for Style Fund Managers – 2Q15

This report shows how well style ETFs and mutual fund managers pick stocks.

by Max Lee

June 17, 20150Comments

True Fund Costs: Style ETFs and Mutual Funds 2Q15

This report focuses on providing investors the true costs incurred when investing in Style ETFs and mutual funds.

by Max Lee

June 8, 20150Comments

How To Avoid the Worst Style Mutual Funds 2Q15

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 Max Lee

June 5, 20150Comments

How To Avoid the Worst Style ETFs 2Q15

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. Below are three red flags you can use to avoid the worst ETFs:

by Max Lee

June 1, 20150Comments

How to Find the Best Style Mutual Funds 2Q15

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 Max Lee

June 1, 20150Comments

How to Find the Best Style ETFs 2Q15

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 Max Lee

May 22, 20150Comments

2Q15 Investment Style Ratings Recap

At the beginning of each quarter, we rank each investment style from best to worst. These rankings are forward looking and are indicative of how each style should perform going forward. Here is the recap of all investment style rankings for 2Q15.

by Kyle Guske II, Senior Investment Analyst, MBA