Better Than the Benchmark

This ETF allocates capital intelligently.

Don’t Chase Yield with This Fund

This fund allocates capital poorly and is expensive.

4Q22 Earnings Prove Tesla Is Overvalued

Production misses & falling margins are a bad combo.

Dividend Growth Stocks: Model Portfolio Update

Seven new stocks make this month’s Model Portfolio.

Get the Best Fundamental Research

Cheap Funds Dupe Investors - 1Q23

Get the best of both worlds: cheap funds with high-quality holdings.

Featured Stock in Safest Dividend Yields Model Portfolio

Get a free look at one of the stocks in this month's Model Portfolio.

1Q23 Style Ratings for ETFs and Mutual Funds

See where each style ranks for the first quarter of 2023.

All Cap Blend

All Cap Growth

All Cap Value

Large Cap Blend

Large Cap Growth

Large Cap Value

Mid Cap Blend

Mid Cap Growth

Mid Cap Value

Small Cap Blend

Small Cap Growth

Small Cap Value

1Q23 Style Ratings Recap

Read our analysis of each style for 1Q23.

Upcoming Research

Coverage Updates

  • 113: 10-Qs parsed since Jan 1.
  • 24: 10-Ks parsed since Jan 1.
  • 48: stocks, ETFs & mutual funds added to coverage universe over the last 3 months.