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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.

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
February 10, 20150Comments

These Are the Best Mid Cap Growth Stocks

The Mid Cap Growth style ranks ninth out of the 12 styles as detailed in the 1Q15 Style Ratings report and receives our Dangerous rating. The Mid Cap Growth 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 6, 20150Comments

The Best Large Cap Value Stocks in the Market

The Large Cap Value style ranks second out of the 12 styles for the first quarter of 2015 and receives our Neutral rating. The Large Cap Value style as a whole outperformed the Russell 3000 in 2014
by Kyle Guske II, Senior Investment Analyst, MBA
January 29, 20150Comments

1Q15 Style Ratings for ETFs, Mutual Funds & Stocks

At the beginning of the first quarter of 2015, 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
Mutual Funds
December 17, 20140Comments

3 Red Flags to Avoid the Worst Mutual Funds

Learn how to avoid the worst mutual funds in this post. From Financial mutual funds to over 6499 style mutual funds, we give you the skills to make better investment decisions.
by Kyle Guske II, Senior Investment Analyst, MBA
ETF Investing
December 12, 20140Comments

3 Red Flags to Avoid the Worst ETFs

Learn how to avoid the worst ETFs in this post. From Financial ETFs to over 271 style ETFs, we give you the skills to make better investment decisions.
by Kyle Guske II, Senior Investment Analyst, MBA
November 26, 20140Comments

How To Find the Best Style Mutual Funds

Learn how to find the best style mutual funds in this post. From All Cap blend mutual funds to over 6426 style mutual funds, we give you the skills to make better investment decisions.
by Kyle Guske II, Senior Investment Analyst, MBA
November 25, 20140Comments

How To Find the Best Style ETFs

Learn how to find the best style ETFs in this post. From All Cap blend ETFs to over 271 style ETFs, we give you the skills to make better investment decisions.
by Kyle Guske II, Senior Investment Analyst, MBA
November 18, 20140Comments

4Q Best & Worst ETFs and Mutual Funds — By Style — Recap

Each quarter, we provide the most comprehensive review of equity ETFs and mutual funds available.
by Kyle Guske II, Senior Investment Analyst, MBA
November 17, 20140Comments

ETF & Mutual Fund Rankings: Small Cap Value Style

The Small Cap Value style ranks last out of the 12 fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report.
by David Trainer, Founder & CEO
November 17, 20140Comments

Stock Picking Grades for Small Cap Value Style Fund Managers

This report shows how well Small Cap Value ETFs and mutual fund managers pick stocks.
by David Trainer, Founder & CEO
November 17, 20140Comments

True Fund Costs: Small Cap Value Style

This report focuses on providing investors the true costs incurred when investing in Small Cap Value ETFs and mutual funds.
by David Trainer, Founder & CEO
November 14, 20140Comments

True Fund Costs: Small Cap Growth Style

This report focuses on providing investors the true costs incurred when investing in Small Cap Growth ETFs and mutual funds.
by David Trainer, Founder & CEO
November 14, 20140Comments

Stock Picking Grades for Small Cap Growth Style Fund Managers

This report shows how well Small Cap Growth ETFs and mutual fund managers pick stocks.
by David Trainer, Founder & CEO
November 14, 20140Comments

ETF & Mutual Fund Rankings: Small Cap Growth Style

The Small Cap Growth style ranks 11th out of the 12 fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report.
by David Trainer, Founder & CEO
November 13, 20140Comments

ETF & Mutual Fund Rankings: Small Cap Blend Style

The Small Cap Blend style ranks 10th out of the 12 fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report.
by David Trainer, Founder & CEO
November 13, 20140Comments

Stock Picking Grades for Small Cap Blend Style Fund Managers

This report shows how well Small Cap Blend ETFs and mutual fund managers pick stocks.
by David Trainer, Founder & CEO
November 13, 20140Comments

True Fund Costs: Small Cap Blend Style

This report focuses on providing investors the true costs incurred when investing in Small Cap Blend ETFs and mutual funds.
by David Trainer, Founder & CEO
November 13, 20140Comments

ETF & Mutual Fund Rankings: Mid Cap Value Style

The Mid Cap Value style ranks ninth out of the 12 fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report.
by David Trainer, Founder & CEO
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