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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.

Best & Worst by Style
April 28, 20230Comments

Small Cap Blend Style 2Q23: Best and Worst

The Small Cap Blend style ranks seventh out of the twelve fund styles detailed in our 2Q23 Style Ratings for ETFs and Mutual Funds report. The category receives our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
April 28, 20230Comments

Mid Cap Value Style 2Q23: Best and Worst

The Mid Cap Value style ranks sixth out of the twelve fund styles detailed in our 2Q23 Style Ratings for ETFs and Mutual Funds report. The category receives our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
April 28, 20230Comments

Mid Cap Growth Style 2Q23: Best and Worst

The Mid Cap Growth style ranks eleventh out of the twelve fund styles detailed in our 2Q23 Style Ratings for ETFs and Mutual Funds report. The category receives our Unattractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
April 28, 20230Comments

Mid Cap Blend Style 2Q23: Best and Worst

The Mid Cap Blend style ranks ninth out of the twelve fund styles detailed in our 2Q23 Style Ratings for ETFs and Mutual Funds report. The category receives our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
April 28, 20230Comments

Large Cap Value Style 2Q23: Best and Worst

The Large Cap Value style ranks first out of the twelve fund styles detailed in our 2Q23 Style Ratings for ETFs and Mutual Funds report. The category receives our Very Attractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
April 28, 20230Comments

Large Cap Growth Style 2Q23: Best and Worst

The Large Cap Growth style ranks fifth out of the twelve fund styles detailed in our 2Q23 Style Ratings for ETFs and Mutual Funds report. The category receives our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
April 28, 20230Comments

Large Cap Blend Style 2Q23: Best and Worst

The Large Cap Blend style ranks third out of the twelve fund styles detailed in our 2Q23 Style Ratings for ETFs and Mutual Funds report.The category receives our Attractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
April 28, 20230Comments

All Cap Value Style 2Q23: Best and Worst

The All Cap Value style ranks second out of the twelve fund styles detailed in our 2Q23 Style Ratings for ETFs and Mutual Funds report. The category receives our Attractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
April 28, 20230Comments

All Cap Growth Style 2Q23: Best and Worst

The All Cap Growth style ranks tenth out of the twelve fund styles detailed in our 2Q23 Style Ratings for ETFs and Mutual Funds report. The category receives our Unattractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
April 28, 20230Comments

All Cap Blend Style 2Q23: Best and Worst

The All Cap Blend style ranks fourth out of the twelve fund styles detailed in our 2Q23 Style Ratings for ETFs and Mutual Funds report. The category receives our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst Sector Rankings
April 24, 20230Comments

Style Ratings for ETFs & Mutual Funds: 2Q23

At the beginning of 2Q23, the Large Cap Value, All Cap Value, and Large Cap Blend styles earn Attractive-or-better rating
by Kyle Guske II, Senior Investment Analyst, MBA
Avoid Worst Funds
February 10, 20230Comments

How to Avoid the Worst Style Mutual Funds 1Q23

The large number of mutual funds has little to do with serving investors’ best interests. Here are two red flags investors can use to avoid the worst mutual funds.
by Italo Mendonca
Avoid Worst Funds
February 10, 20230Comments

How to Avoid the Worst Style ETFs 1Q23

The large number of ETFs has little to do with serving investors’ best interests. Here are three red flags investors can use to avoid the worst ETFs.
by Italo Mendonca
Find Best Sector Funds
February 9, 20230Comments

How to Find the Best Style Mutual Funds 1Q23

Learn how to pick the best mutual funds with so many to choose from.
by Italo Mendonca
Find Best Sector Funds
February 9, 20230Comments

How to Find the Best Style ETFs 1Q23

Learn how to pick the best style ETFs with so many to choose from.
by Italo Mendonca
Cheap Funds Dupe Investors
January 27, 20230Comments

Cheap Funds Dupe Investors – 1Q23

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. 1Q23.
by Kyle Guske II, Senior Investment Analyst, MBA
Sector Ratings Recap
January 26, 20230Comments

1Q23 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 2023.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
January 26, 20230Comments

Small Cap Value Style 1Q23: Best and Worst

The Small Cap Value style ranks seventh out of the twelve fund styles and the category receives our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
January 26, 20230Comments

Small Cap Growth Style 1Q23: Best and Worst

The Small Cap Growth style ranks last out of the twelve fund styles and the category receives our Very Unattractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
January 26, 20230Comments

Small Cap Blend Style 1Q23: Best and Worst

The Small Cap Blend style ranks ninth out of the twelve fund styles and the category receives our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
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