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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.

October 22, 20120Comments

Best & Worst ETFs and Mutual Funds October 2012: Mid-cap Blend Style

The mid-cap blend style ranks ninth out of the twelve fund styles as detailed in my style rankings for ETFs and mutual funds. It gets my Dangerous rating, which is based on aggregation of ratings of 17 ETFs and 334 mutual funds in the mid-cap blend style as of October 22, 2012.
by David Trainer, Founder & CEO
October 19, 20120Comments

Best & Worst ETFs and Mutual Funds October 2012: Small-cap Growth Style

The small-cap growth style ranks eighth out of the twelve fund styles as detailed in my style rankings for ETFs and mutual funds. It gets my Dangerous rating, which is based on aggregation of ratings of 11 ETFs and 493 mutual funds in the small-cap growth style as of October 19, 2012.
by David Trainer, Founder & CEO
October 19, 20120Comments

Best & Worst ETFs and Mutual Funds October 2012: All-cap Value Style

The all-cap value style ranks seventh out of the twelve fund styles as detailed in my style rankings for ETFs and mutual funds. It gets my Dangerous rating, which is based on aggregation of ratings of two ETFs and 266 mutual funds in the all-cap value style as of October 19, 2012.
by David Trainer, Founder & CEO
October 18, 20120Comments

Best & Worst ETFs and Mutual Funds October 2012: Mid Cap Growth Style

The Mid Cap Growth style ranks sixth out of the twelve fund styles as detailed in my style rankings for ETFs and mutual funds. It gets my Dangerous rating, which is based on aggregation of ratings of 10 ETFs and 390 mutual funds in the Mid Cap Growth style as of October 17, 2012.
by David Trainer, Founder & CEO
October 18, 20120Comments

Best & Worst ETFs and Mutual Funds October 2012: 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. It gets my Neutral rating, which is based on aggregation of ratings of two ETFs and 490 mutual funds in the all-cap growth style as of October 17, 2012.
by David Trainer, Founder & CEO
October 18, 20121Comments

Best & Worst ETFs and Mutual Funds October 2012: Large Cap Value Style

The Large Cap Value style ranks fourth out of the twelve fund styles as detailed in my style rankings for ETFs and mutual funds. It gets my Neutral rating, which is based on aggregation of ratings of 39 ETFs and 727 mutual funds in the Large Cap Value style as of October 17, 2012.
by David Trainer, Founder & CEO
October 18, 20120Comments

Best & Worst ETFs and Mutual Funds: All Cap Blend Style (October 2012)

The All Cap Blend style ranks third out of the twelve fund styles as detailed in my style rankings for ETFs and mutual funds. It gets my Neutral rating, which is based on aggregation of ratings of 31 ETFs and 753 mutual funds in the All Cap Blend style as of October 18, 2012.
by David Trainer, Founder & CEO
October 16, 20120Comments

How To Avoid The Worst ETFs: October 2012

The focus of this article is investing risk or the relative investment potential of the ETF. This risk is much more difficult to asses because it requires researching the investment potential of the ETFs holdings.
by David Trainer, Founder & CEO
October 12, 20120Comments

Best & Worst ETFs and Mutual Funds October 2012: Large-cap Growth Style

The large-cap growth style ranks second out of the twelve fund styles as detailed in my style rankings for ETFs and mutual funds. It gets my Neutral rating, which is based on aggregation of ratings of 25 ETFs and 707 mutual funds in the large-cap growth style as of October 12, 2012.
by David Trainer, Founder & CEO
October 12, 20120Comments

Best & Worst ETFs and Mutual Funds October 2012: 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. It gets my Neutral rating, which is based on aggregation of ratings of 39 ETFs and 1,046 mutual funds in the Large Cap Blend style as of October 12, 2012.
by David Trainer, Founder & CEO
New Constructs
October 12, 20120Comments

4Q12 Best & Worst ETFs & Mutual Funds – by Style – Preview

We continue the 4Q12 Sector series with our Investment tyle Rankings report, which details the best styles for finding quality ETFs and mutual funds.
by David Trainer, Founder & CEO
October 12, 20120Comments

Rating Breakdown: Best & Worst ETFs & Mutual Funds by Style (October 2012)

This report identifies the “best” ETFs and mutual funds based on the quality of their holdings and their costs for each style.
by David Trainer, Founder & CEO
October 11, 20120Comments

3Q12 Investment Style Rankings For ETFs & Mutual Funds

None of the fund styles earn a rating better than Neutral. See Figure 1 for my rankings on all twelve investment styles. 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
October 9, 20122Comments

How I Find the Best ETFs

This article explains how I determine the best ETFs in the 25 reports I publish each quarter on the Best & Worst ETFs and Mutual Funds Series by Sector and Style. Here is my 4Q Best & Worst preview. I follow these steps:
by David Trainer, Founder & CEO
New Constructs
July 20, 20120Comments

3Q Best & Worst ETFs & 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 reports on Style funds.
by David Trainer, Founder & CEO
July 20, 20120Comments

Best & Worst ETFs and Mutual Funds July 2012: Small-cap Value Style

The small-cap value style ranks last out of the twelve fund styles as detailed in my style roadmap. It gets my Dangerous rating, which is based on aggregation of ratings of 16 ETFs and 311 mutual funds in the small-cap value style as of July 20, 2012.
by David Trainer, Founder & CEO
July 20, 20120Comments

Best & Worst ETFs and Mutual Funds July 2012: Mid-cap Value Style

The mid-cap value style ranks eleventh out of the twelve fund styles as detailed in my style roadmap. It gets my Dangerous rating, which is based on an aggregation of the ratings of 12 ETFs and 206 mutual funds in the mid-cap value style as of July 19, 2012.
by David Trainer, Founder & CEO
July 19, 20120Comments

Best & Worst ETFs and Mutual Funds July 2012: Small-cap Blend Style

The small-cap blend style ranks tenth out of the twelve fund styles as detailed in my style roadmap. It gets my Dangerous rating, which is based on aggregation of ratings of 27 ETFs and 608 mutual funds in the small-cap blend style as of July 19, 2012.
by David Trainer, Founder & CEO
July 19, 20120Comments

Best & Worst ETFs and Mutual Funds July 2012: Small-cap Growth Style

The small-cap growth style ranks ninth out of the twelve fund styles as detailed in my style roadmap. It gets my Dangerous rating, which is based on aggregation of ratings of 12 ETFs and 478 mutual funds in the small-cap growth style as of July 19, 2012.
by David Trainer, Founder & CEO
July 19, 20120Comments

Best & Worst ETFs and Mutual Funds July 2012: Mid-cap Blend Style

The mid-cap blend style ranks eighth out of the twelve fund styles as detailed in my style roadmap. It gets my Dangerous rating, which is based on aggregation of ratings of 19 ETFs and 279 mutual funds in the mid-cap blend style as of July 19, 2012.
by David Trainer, Founder & CEO
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