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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 16, 20130Comments

Best & Worst ETFs and Mutual Funds May 2013: 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 22 ETFs and 643 mutual funds in the Small-cap Blend style as of May 3, 2013.
by David Trainer, Founder & CEO
May 15, 20130Comments

Best & Worst ETFs and Mutual Funds May 2013: Small-cap Growth Style

The Small-cap Growth style ranks tenth 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 432 mutual funds in the Small-cap Growth style as of May 3, 2013.
by David Trainer, Founder & CEO
May 14, 20130Comments

Best & Worst ETFs and Mutual Funds May 2013: Mid-cap Value Style

The Mid-cap Value 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 12 ETFs and 189 mutual funds in the Mid-cap Value style as of May 3, 2013.
by David Trainer, Founder & CEO
May 13, 20130Comments

Best & Worst ETFs and Mutual Funds May 2013: 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 370 mutual funds in the Mid-cap Growth style as of May 2, 2013.
by David Trainer, Founder & CEO
May 13, 20130Comments

Best & Worst ETFs and Mutual Funds May 2013: 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 17 ETFs and 307 mutual funds in the Mid-cap Blend style as of May 2, 2013.
by David Trainer, Founder & CEO
May 10, 20130Comments

Best & Worst ETFs and Mutual Funds May 2013: All-cap Value Style

The All-cap Value style ranks sixth 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 271 mutual funds in the All-cap Value style as of May 2, 2013.
by David Trainer, Founder & CEO
May 9, 20130Comments

Best & Worst ETFs and Mutual Funds May 2013: 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 466 mutual funds in the All-cap Growth style as of May 2, 2013.
by David Trainer, Founder & CEO
May 9, 20130Comments

Best & Worst ETFs and Mutual Funds May 2013: 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 23 ETFs and 717 mutual funds in the Large-cap Growth style as of May 2, 2013.
by David Trainer, Founder & CEO
May 8, 20130Comments

Best & Worst ETFs and Mutual Funds: All-cap Blend Style (May 2013)

The All-cap Blend 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 35 ETFs and 708 mutual funds in the All-cap Blend style as of May 1, 2013.
by David Trainer, Founder & CEO
May 7, 20130Comments

Best & Worst ETFs and Mutual Funds May 2013: Large-cap Value Style

The Large-cap Value 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 41 ETFs and 772 mutual funds in the Large-cap Value style as of May 1, 2013.
by David Trainer, Founder & CEO
May 2, 20131Comments

Best & Worst ETFs and Mutual Funds May 2013: Large-cap Blend Style

The Large-cap Blend style ranks first 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 33 ETFs and 989 mutual funds in the Large-cap Blend style as of April 26, 2013.
by David Trainer, Founder & CEO
May 1, 20130Comments

Rating Breakdown: Best & Worst ETFs & Mutual Funds by Style (May 2013)

This report identifies the “best” ETFs and mutual funds based on the quality of their holdings and their costs.
by David Trainer, Founder & CEO
May 1, 20130Comments

2Q13 Investment Style Rankings For ETFs & Mutual Funds

No fund style earns better than a Neutral rating at the beginning of the second quarter of 2013. 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
April 12, 20130Comments

How To Avoid the Worst Style Mutual Funds

Picking from the multitude of style mutual funds is a daunting task. There are as many as 1,019 in any given style and at least 6,130 mutual funds across all styles.
by David Trainer, Founder & CEO
April 5, 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 mutual funds. Investors cannot trust mutual fund labels or names. They do not tell you enough about what you are getting when you buy a mutual fund.
by David Trainer, Founder & CEO
March 26, 20130Comments

How To Avoid the Worst Style ETFs: March 2013

Picking from the multitude of style ETFs is a daunting task. We are here to make it simpler and smarter.
by David Trainer, Founder & CEO
March 14, 20130Comments

How To Find the Best Style ETFs: March 2013

Finding the best ETFs is an increasingly difficult task in a world with so many to choose from. Only a careful analysis of an ETF's holdings can allow investors to find the best ETFs for each style.
by David Trainer, Founder & CEO
New Constructs
February 22, 20130Comments

1Q13 Best & Worst ETFs & Mutual Funds – by Style – Recap

1Q13 comprehensive review of equity ETFs and mutual funds by style.
by David Trainer, Founder & CEO
February 19, 20130Comments

Best & Worst ETFs and Mutual Funds February 2013: Small-cap Value Style

The small-cap value style ranks last 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 13 ETFs and 269 mutual funds in the small-cap value style as of February 13th, 2013.
by David Trainer, Founder & CEO
February 14, 20130Comments

Best & Worst ETFs and Mutual Funds February 2013: 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 21 ETFs and 648 mutual funds in the small-cap blend style as of February 13th, 2013.
by David Trainer, Founder & CEO
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