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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.

May 20, 20150Comments

The Best and Worst in the Large Cap Blend Style

The Large Cap Blend style ranks second out of the 12 fund styles as detailed in our 2Q15 Style Ratings report. It gets our Attractive rating
by Kyle Guske II, Senior Investment Analyst, MBA
May 20, 20150Comments

Opportunities Available in the All Cap Value Style

The All Cap Value style ranks sixth out of the 12 fund styles as detailed in our 2Q15 Style Rankings report. It gets our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
May 20, 20150Comments

Finding Quality in the All Cap Growth Style

The All Cap Growth style ranks fifth out of the 12 fund styles as detailed in our 2Q15 Style Ratings report. It gets our Neutral rating
by Kyle Guske II, Senior Investment Analyst, MBA
May 20, 20150Comments

Worthy Investments in the All Cap Blend Style

The All Cap Blend style ranks third out of the 12 fund styles as detailed in our 2Q15 Style Ratings report. It gets our Neutral rating
by Kyle Guske II, Senior Investment Analyst, MBA
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May 12, 20150Comments

2Q15 Style Ratings for ETFs & Mutual Funds

At the beginning of the second quarter of 2015, only the Large Cap Value and Large Cap Blend styles earn our Attractive 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
March 27, 20150Comments

How to Avoid the Worst Style Mutual Funds

The 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
March 27, 20150Comments

How to Avoid the Worst Style ETFs

The number of ETFs has little to do with serving investors’ best interests. Here are three red flags investors can use to avoid the worst ETFs.
by Kyle Guske II, Senior Investment Analyst, MBA
March 27, 20150Comments

How to Find the Best Style Mutual Funds

There are at least 933 different Large Cap Value mutual funds and at least 6387 mutual funds across all styles. Do investors need that many choices? How different can the mutual funds be?
by Kyle Guske II, Senior Investment Analyst, MBA
March 27, 20150Comments

How to Find the Best Style ETFs

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 Kyle Guske II, Senior Investment Analyst, MBA
February 23, 20150Comments

How to Use Investment Style Analysis to Strengthen Your Portfolio

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.
by Kyle Guske II, Senior Investment Analyst, MBA
February 13, 20150Comments

Digging for Value in Small Cap Stocks

Small Cap Style Analysis 1Q15 The Small Cap Value style ranks eleventh out of the 12 styles as detailed in the 1Q15 Style Ratings report and receives our Dangerous rating. The
by Kyle Guske II, Senior Investment Analyst, MBA
February 13, 20150Comments

Accelerated Growth with These Small Cap Stocks

The Small Cap Growth style ranks tenth out of the 12 styles as detailed in the 1Q15 Style Ratings report and receives our Dangerous rating. The Small Cap Value style as a whole underperformed the Russell 3000 in 2014, rising 4% to the Russell’s 11%.
by Kyle Guske II, Senior Investment Analyst, MBA
February 13, 20150Comments

A Profitable Blend of Small Cap Funds

The Small Cap Blend style ranks twelfth out of the 12 styles as detailed in the 1Q15 Style Ratings report and receives our Dangerous rating. The Small Cap Blend style as a whole underperformed the Russell 3000 in 2014, increasing 7% to the Russell’s 11%.
by Kyle Guske II, Senior Investment Analyst, MBA
February 13, 20150Comments

Creating a Nice Blend With Mid Cap Funds

The Mid Cap Blend style ranks eighth out of the 12 styles as detailed in the 1Q15 Style Ratings report and receives our Dangerous rating. The Mid Cap Blend style as a whole outperformed the Russell 3000 in 2014, rising 14% to the Russell’s 11%.
by Kyle Guske II, Senior Investment Analyst, MBA
February 13, 20150Comments

Finding Growth in Large Cap Stocks

The Large Cap Growth style ranks fourth out of the 12 styles as detailed in the 1Q15 Style Ratings report and receives our Neutral rating. The Large Cap Value style as a whole outperformed the Russell 3000 in 2014, rising 12% to the Russell’s 11%.
by Kyle Guske II, Senior Investment Analyst, MBA
February 13, 20150Comments

Blend Your Portfolio with These Large Cap Funds

The Large Cap Blend style ranks first out of the 12 styles as detailed in the 1Q15 Style Ratings report and receives our Very Attractive rating. The Large Cap Blend style as a whole outperformed the Russell 3000 in 2014, rising 12% to the Russell’s 11%.
by Kyle Guske II, Senior Investment Analyst, MBA
February 13, 20150Comments

All Cap Funds Can Offer Great Value

The All Cap Value style ranks out of fifth the 12 styles as detailed in the 1Q15 Style Ratings report and receives our Neutral rating. The All Cap Value style as a whole underperformed the Russell 3000 in 2014, increasing 10% to the Russell’s 11%.
by Kyle Guske II, Senior Investment Analyst, MBA
February 13, 20150Comments

Find Growth Through These All Cap Funds

The All Cap Growth style ranks out of sixth the 12 styles as detailed in the 1Q15 Style Ratings report and receives our Neutral rating. The All Cap Growth style as a whole performed with the Russell 3000 in 2014, increasing 11% to the Russell’s 11%.
by Kyle Guske II, Senior Investment Analyst, MBA
February 13, 20150Comments

These Are the Best Funds Across all Styles

The All Cap Blend style ranks out of third the 12 styles as detailed in the 1Q15 Style Ratings report and receives our Neutral rating. The All Cap Blend style as a whole performed with the Russell 3000 in 2014, increasing 11% to the Russell’s 11%.
by Kyle Guske II, Senior Investment Analyst, MBA
February 10, 20150Comments

Mid Cap Value Stocks Worth Your While

The Mid Cap Value style ranks seventh out of the 12 styles as detailed in the 1Q15 Style Ratings report and receives our Neutral rating. The Mid Cap Value style as a whole outperformed the Russell 3000 in 2014, rising 13.4% to the Russell’s 10.5%.
by Kyle Guske II, Senior Investment Analyst, MBA
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