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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.

July 23, 20240Comments

Cheap Funds Dupe Investors – 3Q24

Hunting for bargains is a best practice in any endeavor. But when it comes to investing in 3Q24, a cheap fund is not necessarily a good fund.
by Kyle Guske II, Senior Investment Analyst, MBA
Sector Ratings Recap
July 19, 20240Comments

3Q24 Style Ratings Recap

In each quarter, we rank each style from best to worst. The following is our style ratings for the third quarter of 2024.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
July 18, 20240Comments

Small Cap Value Style 3Q24: Best and Worst

The Small Cap Value style ranks eighth out of the twelve fund styles detailed in our 3Q24 Style Ratings for ETFs and Mutual Funds report.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
July 18, 20240Comments

Small Cap Growth Style 3Q24: Best and Worst

The Small Cap Growth style ranks twelfth out of the twelve fund styles detailed in our 3Q24 Style Ratings for ETFs and Mutual Funds report.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
July 18, 20240Comments

Small Cap Blend Style 3Q24: Best and Worst

The Small Cap Blend style ranks eleventh out of the twelve fund styles detailed in our 3Q24 Style Ratings for ETFs and Mutual Funds report.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
July 18, 20240Comments

Mid Cap Value Style 3Q24: Best and Worst

The Mid Cap Value style ranks ninth out of the twelve fund styles detailed in our 3Q24 Style Ratings for ETFs and Mutual Funds report.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
July 18, 20240Comments

Mid Cap Growth Style 3Q24: Best and Worst

The Mid Cap Growth style ranks tenth out of the twelve fund styles detailed in our 3Q24 Style Ratings for ETFs and Mutual Funds report.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
July 18, 20240Comments

Mid Cap Blend Style 3Q24: Best and Worst

The Mid Cap Blend style ranks sixth out of the twelve fund styles detailed in our 3Q24 Style Ratings for ETFs and Mutual Funds report.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
July 18, 20240Comments

Large Cap Value Style 3Q24: Best and Worst

The Large Cap Value style ranks second out of the twelve fund styles detailed in our 3Q24 Style Ratings for ETFs and Mutual Funds report.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
July 18, 20240Comments

Large Cap Growth Style 3Q24: Best and Worst

The Large Cap Growth style ranks fifth out of the twelve fund styles detailed in our 3Q24 Style Ratings for ETFs and Mutual Funds report.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
July 17, 20240Comments

Large Cap Blend Style 3Q24: Best and Worst

The Large Cap Blend style ranks fourth out of the twelve fund styles detailed in our 3Q24 Style Ratings for ETFs and Mutual Funds report. The category receives our Neutral rating.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
July 17, 20240Comments

All Cap Value Style 3Q24: Best and Worst

The All Cap Value style ranks first out of the twelve fund styles detailed in our 3Q24 Style Ratings for ETFs and Mutual Funds report. The category receives our Very Attractive rating.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
July 17, 20240Comments

All Cap Growth Style 3Q24: Best and Worst

The All Cap Growth style ranks seventh out of the twelve fund styles detailed in our 3Q24 Style Ratings for ETFs and Mutual Funds report. The category receives our Neutral rating.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
July 17, 20240Comments

All Cap Blend Style 3Q24: Best and Worst

The All Cap Blend style ranks third out of the twelve fund styles detailed in our 3Q24 Style Ratings for ETFs and Mutual Funds report. The category receives our Attractive rating.
by Hakan Salt, Associate Investment Analyst
Best & Worst Sector Rankings
July 16, 20240Comments

Style Ratings for ETFs and Mutual Funds: 3Q24

Investors looking for style funds that hold quality stocks should focus on the All Cap Value, Large Cap Value, and All Cap Blend styles.
by Hakan Salt, Associate Investment Analyst
Avoid Worst Funds
May 2, 20240Comments

How to Avoid the Worst Style Mutual Funds 2Q24

The large number of style mutual funds has little to do with serving investors’ best interests. Here are two red flags investors can use to avoid the worst style mutual funds. for 2Q24.
by Hakan Salt, Associate Investment Analyst
Avoid Worst Funds
May 2, 20240Comments

How to Avoid the Worst Style ETFs 2Q24

The large number of style ETFs has little to do with serving investors’ best interests. Here are three red flags investors can use to avoid the worst style ETFs for 2Q24.
by Hakan Salt, Associate Investment Analyst
Find Best Sector Funds
April 26, 20240Comments

How to Find the Best Style Mutual Funds 2Q24

Learn how to pick the best style mutual funds with so many to choose from for 2Q24.
by Hakan Salt, Associate Investment Analyst
Find Best Sector Funds
April 26, 20240Comments

How to Find the Best Style ETFs 2Q24

Learn how to pick the best style ETFs with so many to choose from.
by Hakan Salt, Associate Investment Analyst
April 24, 20240Comments

Cheap Funds Dupe Investors – 2Q24

Investors are good at picking cheap funds. We want them to be better at picking funds with good stocks. Both are required to maximize success. 2Q24.
by Kyle Guske II, Senior Investment Analyst, MBA
« Older Articles Newer Articles »

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