February 11, 20140Comments

How To Find the Best Style ETFs: February 2014

Finding the best ETFs is an increasingly difficult task in a world with so many to choose from. February 2014.

February 7, 20140Comments

1Q Best & Worst ETFs and Mutual Funds — By Style — Recap

Each quarter, we provide the most comprehensive review of equity ETFs and mutual funds available. We review the Best & Worst ETFs and Mutual Funds by sector and style. This article provides quick access to all our 4Q reports on Style funds.

by David Trainer, Founder & CEO

February 6, 20140Comments

Small Cap Value Style

The Small Cap Value style ranks twelfth out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Dangerous rating, which is based on aggregation of ratings of 15 ETFs and 263 mutual funds in the Small Cap Value style as of January 30, 2014.

by David Trainer, Founder & CEO

February 5, 20140Comments

Small Cap Growth Style

The Small Cap Growth style ranks ninth out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Dangerous rating, which is based on aggregation of ratings of 11 ETFs and 437 mutual funds in the Small Cap Growth style as of January 30, 2014.

by David Trainer, Founder & CEO

February 5, 20140Comments

Small Cap Blend Style

The Small Cap Blend style ranks eleventh out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Dangerous rating, which is based on aggregation of ratings of 24 ETFs and 624 mutual funds in the Small Cap Blend style as of January 29, 2014.

by David Trainer, Founder & CEO

February 4, 20140Comments

Mid Cap Value Style

The Mid Cap Value style ranks tenth out of the twelve styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Dangerous rating, which is based on aggregation of ratings of 11 ETFs and 184 mutual funds in the Mid Cap Value style as of January 28th, 2014.

by David Trainer, Founder & CEO

February 4, 20140Comments

Mid Cap Growth Style

The Mid Cap Growth style ranks eighth out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Dangerous rating, which is based on aggregation of ratings of 10 ETFs and 356 mutual funds in the Mid Cap Growth style as of January 29, 2014.

by David Trainer, Founder & CEO

February 4, 20140Comments

Mid Cap Blend Style

The Mid Cap Blend style ranks seventh out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Dangerous rating, which is based on aggregation of ratings of 16 ETFs and 336 mutual funds in the Mid Cap Blend style as of January 28, 2014

by David Trainer, Founder & CEO

January 31, 20140Comments

Large Cap Value Style

The Large Cap Value style ranks third out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Neutral rating, which is based on aggregation of ratings of 49 ETFs and 807 mutual funds in the Large Cap Value style as of January 28, 2014.

by David Trainer, Founder & CEO

January 31, 20140Comments

Large Cap Growth Style

The Large Cap Growth style ranks fourth out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Neutral rating, which is based on aggregation of ratings of 24 ETFs and 650 mutual funds in the Large Cap Growth style as of January 27, 2014.

by David Trainer, Founder & CEO

January 31, 20140Comments

Large Cap Blend Style

The Large Cap Blend style ranks second out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Neutral rating, which is based on aggregation of ratings of 35 ETFs and 886 mutual funds in the Large Cap Blend style as of January 27, 2014.

by David Trainer, Founder & CEO

January 31, 20140Comments

All Cap Value Style

The All Cap Value style ranks sixth out of the twelve styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Dangerous rating, which is based on aggregation of ratings of 2 ETFs and 239 mutual funds in the All Cap Value style as of January 27th, 2014.

by David Trainer, Founder & CEO

January 30, 20140Comments

All Cap Growth Style

The All Cap Growth style ranks fifth out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Neutral rating, which is based on aggregation of ratings of 2 ETFs and 448 mutual funds in the All Cap Growth style as of January 28, 2014.

by David Trainer, Founder & CEO

January 30, 20140Comments

All Cap Blend Style

The All Cap Blend style ranks second out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Neutral rating, which is based on aggregation of ratings of 38 ETFs and 738 mutual funds in the All Cap Blend style as of January 24, 2014.

by David Trainer, Founder & CEO

January 30, 20140Comments

Rating Breakdown: Best & Worst ETFs & Mutual Funds by Style

This report identifies the “best” ETFs and mutual funds based on the quality of their holdings and their costs. As detailed in “Low-Cost Funds Dupe Investors”, there are few funds that have both good holdings and low costs. While there are lots of cheap funds, there are very few with high-quality holdings.

by David Trainer, Founder & CEO

January 27, 20140Comments

1Q14 Investment Style Rankings For ETFs & Mutual Funds

No fund style earns better than my Neutral rating going into 1Q14. My style ratings are based on the aggregation of my fund ratings for every ETF and mutual fund in each style.

by David Trainer, Founder & CEO

November 13, 20130Comments

How To Avoid the Worst Style Mutual Funds

Picking from the multitude of style mutual funds is a daunting task. In any given style there may be as many as 949 different mutual funds, and there are at least 6,260 mutual funds across all styles.

by David Trainer, Founder & CEO

November 8, 20130Comments

How To Find the Best Style Mutual Funds

Finding the best mutual funds is an increasingly difficult task in a world with so many to choose from.

by David Trainer, Founder & CEO

November 6, 20130Comments

How To Avoid the Worst Style ETFs

Picking from the multitude of style ETFs is a daunting task. There are as many as 45 in any given style and at least 230 ETFs across all styles.

by David Trainer, Founder & CEO

November 4, 20130Comments

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.

by David Trainer, Founder & CEO

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Individual style reports (ie. “Style 4Q17: Best and Worst”) available to Pro members and above. All other reports free. Get access here.