Skip to content
New Constructs
  • Get Access
    • Professional Investors
    • Institutional Investors
    • Quantitative Investors
    • Research Reports & Model Portfolios
    • Individual Investors
    • Newsletter
  • Solutions
    • Indices
    • Stock Ratings
    • Credit Ratings
    • Sector Ratings
    • ETF & Mutual Fund Ratings
    • Earnings Distortion Scores
    • Model Portfolios
    • Long & Short Idea Research
    • Macro Fundamental Research
    • Portfolio Tracking & Alert Emails
    • Screening Tools
    • API
    • Excel Add-In
    • Company Models
    • Marked-Up SEC Filings
    • Research Blog
    • Fundamental Data Products
      • Core Earnings & Earnings Distortion
      • Reported Fundamentals
      • Proprietary Adjusted Fundamentals
      • Value Screens/Metrics
      • Enhanced Value Screens/Metrics
  • Blog
  • Community
    • Online Community Forum
      • Join our Online Community
    • Live Video Podcast (Free)
    • Let’s Talk Long Ideas (Members Only)
    • YouTube Channel
    • Education
      • Free Training Sessions
      • Value Investing 2.0
      • Metrics Definitions
      • Rating Methodologies
      • Accounting Loopholes
      • FASB Tracker
      • Company Models
  • Company
    • About Us
    • Customer Testimonials
    • Partnerships
    • Papers & Case Studies
      • Proven-Superior Models
      • Proven-Superior Stock Ratings
      • Novel Alpha in our Proprietary Data
    • Robo-Analyst Technology
    • News & Media Coverage
    • Stock Picking Accolades
    • Careers
  • Members

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.

Sector Ratings Recap
January 23, 20240Comments

1Q24 Style Ratings Recap

At the beginning of each quarter, we rank each style from best to worst with our Style Ratings Report. The following is our analysis of each style for the first quarter of 2024.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
January 23, 20240Comments

Small Cap Value Style 1Q24: Best and Worst

The Small Cap Value style ranks sixth out of the twelve fund styles detailed in our 1Q24 Style Ratings for ETFs and Mutual Funds report. The category receives our Neutral rating.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
January 23, 20240Comments

Small Cap Growth Style 1Q24: Best and Worst

The Small Cap Growth style ranks last out of the twelve fund styles detailed in our 1Q24 Style Ratings for ETFs and Mutual Funds report. The category receives our Very Unattractive rating.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
January 23, 20240Comments

Small Cap Blend Style 1Q24: Best and Worst

The Small Cap Blend style ranks tenth out of the twelve fund styles detailed in our 1Q24 Style Ratings for ETFs and Mutual Funds report. The category receives our Unattractive rating.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
January 23, 20240Comments

Mid Cap Value Style 1Q24: Best and Worst

The Mid Cap Value style ranks eighth out of the twelve fund styles detailed in our 1Q24 Style Ratings for ETFs and Mutual Funds report. The category receives our Neutral rating.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
January 23, 20240Comments

Mid Cap Growth Style 1Q24: Best and Worst

The Mid Cap Growth style ranks eleventh out of the twelve fund styles detailed in our 1Q24 Style Ratings for ETFs and Mutual Funds report. The category receives our Unattractive rating.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
January 22, 20240Comments

Mid Cap Blend Style 1Q24: Best and Worst

The Mid Cap Blend style ranks seventh out of the twelve fund styles detailed in our 1Q24 Style Ratings for ETFs and Mutual Funds report. The category receives our Neutral rating.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
January 22, 20240Comments

Large Cap Value Style 1Q24: Best and Worst

The Large Cap Value style ranks second out of the twelve fund styles detailed in our 1Q24 Style Ratings for ETFs and Mutual Funds report. The category receives our Attractive rating.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
January 22, 20240Comments

Large Cap Growth Style 1Q24: Best and Worst

The Large Cap Growth style ranks fifth out of the twelve fund styles detailed in our 1Q24 Style Ratings for ETFs and Mutual Funds report. The category receives our Neutral rating.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
January 22, 20240Comments

Large Cap Blend Style 1Q24: Best and Worst

The Large Cap Blend style ranks fourth out of the twelve fund styles detailed in our 1Q24 Style Ratings for ETFs and Mutual Funds report. The category receives our Neutral rating.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
January 22, 20240Comments

All Cap Value Style 1Q24: Best and Worst

The All Cap Value style ranks first out of the twelve fund styles detailed in our 1Q24 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
January 22, 20240Comments

All Cap Growth Style 1Q24: Best and Worst

The All Cap Growth style ranks ninth out of the twelve fund styles detailed in our 1Q24 Style Ratings for ETFs and Mutual Funds report. The category receives our Neutral rating.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
January 22, 20240Comments

All Cap Blend Style 1Q24: Best and Worst

The All Cap Blend style ranks third out of the twelve fund styles detailed in our 1Q24 Style Ratings for ETFs and Mutual Funds report. The category receives our Attractive rating.
by Hakan Salt, Associate Investment Analyst
Best & Worst Sector Rankings
January 18, 20240Comments

Style Ratings for ETFs & Mutual Funds: 1Q24

At the beginning of 1Q24, the All Cap Value, Large Cap Value, and All Cap Blend styles earn Attractive-or-better ratings.
by Hakan Salt, Associate Investment Analyst
Avoid Worst Funds
October 25, 20230Comments

How to Avoid the Worst Style Mutual Funds 4Q23

Here are two red flags investors can use to avoid the worst style mutual funds in 4Q23.
by Hakan Salt, Associate Investment Analyst
Avoid Worst Funds
October 25, 20230Comments

How to Avoid the Worst Style ETFs 4Q23

Here are three red flags investors can use to avoid the worst style ETFs in 4Q23.
by Hakan Salt, Associate Investment Analyst
Find Best Sector Funds
October 24, 20230Comments

How to Find the Best Style Mutual Funds 4Q23

Learn how to pick the best mutual funds in 4Q23 with so many to choose from.
by Hakan Salt, Associate Investment Analyst
Find Best Sector Funds
October 24, 20230Comments

How to Find the Best Style ETFs 4Q23

Learn how to pick the best style ETFs with so many to choose from.
by Hakan Salt, Associate Investment Analyst
October 23, 20230Comments

Cheap Funds Dupe Investors – 4Q23

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. 4Q23.
by Hakan Salt, Associate Investment Analyst
Sector Ratings Recap
October 19, 20230Comments

4Q23 Style Ratings Recap

At the beginning of each quarter, we rank each style from best to worst with our Style Ratings Report. The following is our analysis of each style for the fourth quarter of 2023.
by Hakan Salt, Associate Investment Analyst
« Older Articles Newer Articles »

Search

  • Free Trainings & Earnings Watch Parties
  • David Trainer’s E-Letters
  • —
  • Long Ideas
  • Danger Zone (Sell/short ideas)
  • IPO Research
  • Footnotes Season Finds
  • —
  • Stock Picking Awards & Media Features
  • Testimonials
  • General Market Comments
  • —
  • Model Portfolios
  • – Focus List Stocks: Long
  • – Focus List Stocks: Short
  • – Most Attractive Stocks
  • – Most Dangerous Stocks
  • – Best & Worst ETFs & Mutual Funds by Sector
  • – Best & Worst ETFs & Mutual Funds by Style
  • – Exec Comp Aligned With ROIC
  • – Safest Dividend Yields
  • – Dividend Growth Stocks
  • – Model Portfolio Performance
  • —
  • — Training & Education —
  • How To Use Our Site
  • Join Our Online Community
  • Investing 101
  • Backtest Data Details & Case Studies
  • Accounting Rule Changes
  • ROIC Drives Equity Valuation
  • – Enterprise Value Optimization
  • DOL Fiduciary Regulation
  • M&A Analysis
  • Fundamental Macro Trends & Sector Fundamentals
  • Machine Learning & AI for Smarter Investing
  • —
  • Company Report Index
  • – Tesla (TSLA) – 26 reports
  • – Netflix (NFLX) – 24 reports
  • – General Motors (GM) – 15 reports
  • – Snap (SNAP) – 14 reports
  • – Carvana (CVNA) – 11 reports
  • – Disney (DIS) – 10 reports
  • – Intel Corporation (INTC) – 10 reports
  • – Wayfair (W) – 11 reports
  • – Uber (UBER) – 10 reports
  • – Beyond Meat (BYND) – 10 reports
  • – Spotify (SPOT) – 9 reports
  • – Walmart (WMT) – 9 reports
  • – DoorDash (DASH) – 9 reports
  • – Peloton (PTON) – 9 reports
  • – Skechers USA (SKX) – 9 reports
  • – JPMorgan (JPM) – 8 reports
  • – Rivian Automotive (RIVN) – 8 reports
  • – Target (TGT) – 7 reports
  • – Coinbase (COIN) – 7 reports
  • – Oracle (ORCL) – 7 reports
  • – McDonald’s Corporation (MCD) – 7 reports
  • – HCA Healthcare (HCA) – 7 reports
  • – Discover Financial (DFS) – 7 reports
  • – AutoZone (AZO) – 7 reports
  • – Shake Shack (SHAK) – 7 reports
  • – D.R. Horton (DHI) – 7 reports
  • – Meritage Homes (MTH) – 7 reports
  • – Allison Transmission Holdings (ALSN) – 7 reports
  • – Valeant (VRX) – 6 reports
  • – Cracker Barrel (CBRL) – 6 reports
  • – Best Buy (BBY) – 6 reports
  • – Amazon (AMZN) – 6 reports
  • – Verizon Communications (VZ) – 6 reports
  • – GameStop (GME) – 6 reports
  • – Cisco Systems (CSCO) – 6 reports
  • – Alphabet (GOOGL) – 6 reports
  • – Colgate-Palmolive (CL) – 6 reports
  • – Southwest Airlines (LUV) – 6 reports
  • – Ford (F) – 6 reports
  • – NVR Inc. (NVR) – 6 reports
  • – Affirm Holdings (AFRM) – 6 reports
  • – Amgen (AMGN) – 6 reports
  • – John B. Sanfilippo & Son (JBSS) – 5 reports
  • – SYSCO Corporation (SYY) – 5 reports
  • – Zendesk (ZEN) – 5 reports
  • – Johnson & Johnson (JNJ) – 5 reports
  • – Lam Research Corp (LRCX) – 5 reports
  • – Lear Corp (LEA) – 5 reports
  • – Universal Health Services (UHS) – 5 reports
  • – HF Sinclair (DINO) – 5 reports
  • – Omnicom Group (OMC) – 5 reports
  • – Allstate (ALL) – 5 reports
  • – Dropbox (DBX) – 5 reports
  • – Robinhood Markets (HOOD) – 5 reports
  • – Sweetgreen (SG) – 5 reports
  • – Microsoft (MSFT) – 4 reports
  • – Caterpillar (CAT) – 4 reports
  • – TrueCar (TRUE) – 4 reports
  • – Kimberly-Clark (KMB) – 4 reports
  • – Simon Property Group (SPG) – 4 reports
  • – Thor Industries (THO) – 4 reports
  • – Box, Inc. (BOX) – 4 reports
  • – Pinterest (PINS) – 4 reports
  • – Shopify (SHOP) – 4 reports
  • – MasTec Inc. (MTZ) – 4 reports
  • – AMC Entertainment (AMC) – 4 reports
  • – Eventbrite (EB) – 4 reports
  • – Equinix (EQIX) – 3 reports
  • – Cummins (CMI) – 3 reports

About Us Testimonials In the News Support Careers General Legal Documentation
Copyright 2025 New Constructs, LLC All Rights Reserved
Registration on or use of this site constitutes acknowledgement of our Disclosures and Disclaimers and acceptance of our Terms of Use and Privacy Policy.