July 23, 20250Comments

Cheap Funds Dupe Investors – 3Q25

Hunting for bargains is a best practice in any endeavor. But when it comes to investing in 3Q25, a cheap fund is not necessarily a good fund.

by Kyle Guske II, Senior Investment Analyst, MBA

July 23, 20250Comments

3Q25 Style Ratings Recap

In each quarter, we rank each style from best to worst. The following is our style ratings for the third quarter of 2025.

by Kyle Guske II, Senior Investment Analyst, MBA

July 23, 20250Comments

Small Cap Value Style 3Q25: Best and Worst

The Small Cap Value style ranks eleventh out of the twelve fund styles detailed in our 3Q25 Style Ratings for ETFs and Mutual Funds report. The category receives our Unattractive rating.

by Kyle Guske II, Senior Investment Analyst, MBA

July 23, 20250Comments

Small Cap Growth Style 3Q25: Best and Worst

The Small Cap Growth style ranks last out of the twelve fund styles detailed in our 3Q25 Style Ratings for ETFs and Mutual Funds report. The category receives our Very Unattractive rating.

by Kyle Guske II, Senior Investment Analyst, MBA

July 23, 20250Comments

Small Cap Blend Style 3Q25: Best and Worst

The Small Cap Blend style ranks tenth out of the twelve fund styles detailed in our 3Q25 Style Ratings for ETFs and Mutual Funds report. The category receives our Unattractive rating.

by Kyle Guske II, Senior Investment Analyst, MBA

July 23, 20250Comments

Mid Cap Value Style 3Q25: Best and Worst

The Mid Cap Value style ranks ninth out of the twelve fund styles detailed in our 3Q25 Style Ratings for ETFs and Mutual Funds report. The category receives our Neutral rating.

by Kyle Guske II, Senior Investment Analyst, MBA

July 23, 20250Comments

Mid Cap Growth Style 3Q25: Best and Worst

The Mid Cap Growth style ranks sixth out of the twelve fund styles detailed in our 3Q25 Style Ratings for ETFs and Mutual Funds report. The category receives our Neutral rating.

by Kyle Guske II, Senior Investment Analyst, MBA

July 23, 20250Comments

Mid Cap Blend Style 3Q25: Best and Worst

The Mid Cap Blend style ranks seventh out of the twelve fund styles detailed in our 3Q25 Style Ratings for ETFs and Mutual Funds report. The category receives our Neutral rating.

by Kyle Guske II, Senior Investment Analyst, MBA

July 23, 20250Comments

Large Cap Value Style 3Q25: Best and Worst

The Large Cap Value style ranks second out of the twelve fund styles detailed in our 3Q25 Style Ratings for ETFs and Mutual Funds report. The category receives our Attractive rating.

by Kyle Guske II, Senior Investment Analyst, MBA

July 23, 20250Comments

Large Cap Growth Style 3Q25: Best and Worst

The Large Cap Growth style ranks fifth out of the twelve fund styles detailed in our 3Q25 Style Ratings for ETFs and Mutual Funds report. The category receives our Neutral rating.

by Kyle Guske II, Senior Investment Analyst, MBA

July 23, 20250Comments

Large Cap Blend Style 3Q25: Best and Worst

The Large Cap Blend style ranks fourth out of the twelve fund styles detailed in our 3Q25 Style Ratings for ETFs and Mutual Funds report. The category receives our Neutral rating.

by Kyle Guske II, Senior Investment Analyst, MBA

July 23, 20250Comments

All Cap Value Style 3Q25: Best and Worst

The All Cap Value style ranks first out of the twelve fund styles detailed in our 3Q25 Style Ratings for ETFs and Mutual Funds report. The category receives our Very Attractive rating.

by Kyle Guske II, Senior Investment Analyst, MBA

July 23, 20250Comments

All Cap Growth Style 3Q25: Best and Worst

The All Cap Growth style ranks eighth out of the twelve fund styles detailed in our 3Q25 Style Ratings for ETFs and Mutual Funds report. The category receives our Neutral rating.

by Kyle Guske II, Senior Investment Analyst, MBA

July 23, 20250Comments

All Cap Blend Style 3Q25: Best and Worst

The All Cap Blend style ranks third out of the twelve fund styles detailed in our 3Q25 Style Ratings for ETFs and Mutual Funds report. The category receives our Attractive rating.

by Kyle Guske II, Senior Investment Analyst, MBA