Reports and Newsletters: ETF and Mutual Fund Ratings

Hidden Gems and Red Flags on the ETF/Mutual Fund Level

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Apr 17, 2014

Best & Worst ETFs & Mutual Funds: Large Cap Value: $50

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Large Cap Value Style.
  • Distribution of all Large Cap Value Style ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Apr 17, 2014

Best & Worst ETFs & Mutual Funds: Mid Cap Blend: $50

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Mid Cap Blend Style.
  • Distribution of all Mid Cap Blend Style ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Apr 16, 2014

Best & Worst ETFs & Mutual Funds: All Cap Growth: $50

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the All Cap Growth Style.
  • Distribution of all All Cap Growth Style ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Apr 16, 2014

Best & Worst ETFs & Mutual Funds: All Cap Value: $50

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the All Cap Value Style.
  • Distribution of all All Cap Value Style ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Apr 16, 2014

Best & Worst ETFs & Mutual Funds: Large Cap Blend: $50

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Large Cap Blend Style.
  • Distribution of all Large Cap Blend Style ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Apr 16, 2014

Best & Worst ETFs & Mutual Funds: Large Cap Growth: $50

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Large Cap Growth Style.
  • Distribution of all Large Cap Growth Style ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Apr 14, 2014

Best & Worst ETFs & Mutual Funds: All Cap Blend: $50

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the All Cap Blend Style.
  • Distribution of all All Cap Blend Style ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Apr 11, 2014

Best & Worst ETFs & Mutual Funds: Utilities: $50

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Utilities Sector.
  • Distribution of all Utilities Sector ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Apr 11, 2014

Investment Style Rankings For ETFs & Mutual Funds: $50

Identifying Low Costs and Quality Holdings

  • Style Ratings and Rankings for ETFs and Mutual Funds.
  • Distribution of ETFs and Mutual Funds by Predictive Rating.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Apr 11, 2014

Rating Breakdown by Style: $50

Identifying Low Costs and Quality Holdings

  • Best & Worst ETFs and Mutual Funds in each Style by: Predictive Rating, Portfolio Management Rating, Total Annual Costs Rating
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings
  • Our rating system is forward-looking and does not rely on past performance
Apr 9, 2014

Best & Worst ETFs & Mutual Funds: Materials: $50

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Materials Sector.
  • Distribution of all Materials Sector ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Apr 9, 2014

Best & Worst ETFs & Mutual Funds: Telecom: $50

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Telecom Sector.
  • Distribution of all Telecom Sector ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Apr 8, 2014

Best & Worst ETFs & Mutual Funds: Energy: $50

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Energy Sector.
  • Distribution of all Energy Sector ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Apr 8, 2014

Best & Worst ETFs & Mutual Funds: Health Care: $50

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Health Care Sector.
  • Distribution of all Health Care Sector ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Apr 8, 2014

Best & Worst ETFs & Mutual Funds: Industrials: $50

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Industrials Sector.
  • Distribution of all Industrials Sector ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Apr 4, 2014

Best & Worst ETFs & Mutual Funds: Consumer Staples Sector: $50

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Consumer Staples Sector.
  • Distribution of all Consumer Staples Sector ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Apr 4, 2014

Best & Worst ETFs & Mutual Funds: Financials: $50

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Financials Sector.
  • Distribution of all Financials Sector ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Apr 3, 2014

Best & Worst ETFs & Mutual Funds: Consumer Discretionary Sector: $50

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Consumer Discretionary Sector.
  • Distribution of all Consumer Discretionary Sector ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Apr 3, 2014

Rating Breakdown By Sector: $50

Identifying Low Costs and Quality Holdings

  • Best & Worst ETFs and Mutual Funds in each Sector by: Predictive Rating, Portfolio Management Rating, Total Annual Costs Rating
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings
  • Our rating system is forward-looking and does not rely on past performance
Apr 1, 2014

Sector Rankings For ETFs & Mutual Funds: $50

Identifying Low Costs and Quality Holdings

  • Sector Ratings and Rankings for ETFs and Mutual Funds.
  • Distribution of ETFs and Mutual Funds by Predictive Rating.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Mar 28, 2014

NOPAT Adjustment: Foreign Exchange Loss

Diligence Pays

  • Investors cannot trust accounting data to tell them the whole story.
  • Making adjustments to reported earnings should be part of the diligence process for every investor.
  • Determining net operating profit after tax requires detailed analysis of the financial footnotes.
  • Only in the financial footnotes can you find foreign currency exchange losses.
Mar 10, 2014

Are Investors Wishing Upon Their Stars

ETF and Mutual Fund Research

Feb 19, 2014

Danger Zone: Small Cap Value Investors

Identifying Low Costs and Quality Holdings

Feb 19, 2014

How to Avoid the Worst Style Mutual Funds: $50

Mutual Fund Picks and Pans

Feb 18, 2014

How to Avoid the Worst Sector Mutual Funds: $50

Mutual Fund Picks and Pans

Feb 13, 2014

How to Find the Best Sector Mutual Funds

Mutual Fund Picks and Pans

Feb 13, 2014

How to Find the Best Style Mutual Funds

Mutual Fund Picks and Pans

Feb 12, 2014

How to Avoid the Worst Style ETFs: $50

ETF Picks And Pans

Feb 11, 2014

How to Avoid the Worst Sector ETFs: $50

ETF Picks And Pans

Feb 7, 2014

How to Find the Best Style ETFs: $50

ETF Picks And Pans

Feb 6, 2014

Danger Zone: Energy Sector Funds

ETF Picks And Pans

Feb 6, 2014

How to Find the Best Sector ETFs: $50

ETF Picks And Pans

Feb 5, 2014

Low Cost Funds Dupe Investors: 1Q14: $50

Identifying Low Costs and Quality Holdings

  • Comparison of AUM in funds with attractive holdings versus attractive costs.
  • Distribution of ETFs and Mutual Funds by Predictive Rating and our two component ratings.
  • Commentary on the shortcomings of traditional ETF and Mutual Fund research.
Jan 31, 2014

Best & Worst ETFs & Mutual Funds: Small Cap Growth Style: $50

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Small Cap Growth Style.
  • Distribution of all Small Cap Growth Style ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Jan 31, 2014

Best & Worst ETFs & Mutual Funds: Small Cap Value Style: $50

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Small Cap Value Style.
  • Distribution of all Small Cap Value Style ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Jan 30, 2014

Best & Worst ETFs & Mutual Funds: Mid Cap Blend Style: $50

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Mid Cap Blend Style.
  • Distribution of all Mid Cap Blend Style ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Jan 30, 2014

Best & Worst ETFs & Mutual Funds: Mid Cap Growth Style: $50

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Mid Cap Growth Style.
  • Distribution of all Mid Cap Growth Style ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Jan 30, 2014

Best & Worst ETFs & Mutual Funds: Mid Cap Value Style: $50

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Mid Cap Value Style.
  • Distribution of all Mid Cap Value Style ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Jan 30, 2014

Best & Worst ETFs & Mutual Funds: Small Cap Blend Style: $50

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Small Cap Blend Style.
  • Distribution of all Small Cap Blend Style ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Jan 30, 2014

Our Outlook For Stocks in 2014

General Market Comments

Jan 29, 2014

Best & Worst ETFs & Mutual Funds: Large Cap Growth Style: $50

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Large Cap Growth Style.
  • Distribution of all Large Cap Growth Style ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Jan 29, 2014

Best & Worst ETFs & Mutual Funds: Large Cap Value Style: $50

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Large Cap Value Style.
  • Distribution of all Large Cap Value Style ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Jan 28, 2014

Best & Worst ETFs & Mutual Funds: All Cap Blend Style: $50

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the All Cap Blend Style.
  • Distribution of all All Cap Blend Style ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Jan 28, 2014

Best & Worst ETFs & Mutual Funds: All Cap Growth Style: $50

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the All Cap Growth Style.
  • Distribution of all All Cap Growth Style ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Jan 28, 2014

Best & Worst ETFs & Mutual Funds: All Cap Value Style: $50

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the All Cap Value Style.
  • Distribution of all All Cap Value Style ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Jan 28, 2014

Best & Worst ETFs & Mutual Funds: Large Cap Blend Style: $50

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Large Cap Blend Style.
  • Distribution of all Large Cap Blend Style ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Jan 28, 2014

Rating Breakdown By Style: $50

Identifying Low Costs and Quality Holdings

  • Best & Worst ETFs and Mutual Funds in each Style by: Predictive Rating, Portfolio Management Rating, Total Annual Costs Rating
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings
  • Our rating system is forward-looking and does not rely on past performance
Jan 23, 2014

Investment Style Rankings For ETFs & Mutual Funds: $50

Identifying Low Costs and Quality Holdings

  • Investment Style Ratings and Rankings for ETFs and Mutual Funds.
  • Distribution of ETFs and Mutual Funds by Predictive Rating.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Jan 22, 2014

Best & Worst ETFs & Mutual Funds: Materials Sector: $50

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Materials Sector.
  • Distribution of all Materials Sector ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Jan 22, 2014

Best & Worst ETFs & Mutual Funds: Telecom Sector: $50

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Telecom Services Sector.
  • Distribution of all Telecom Services Sector ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Jan 22, 2014

Best & Worst ETFs & Mutual Funds: Utilities Sector: $50

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Utilities Sector.
  • Distribution of all Utilities Sector ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Jan 17, 2014

Best & Worst ETFs & Mutual Funds: Health Care Sector

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Health Care Sector.
  • Distribution of all Health Care Sector ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Jan 17, 2014

Best & Worst ETFs & Mutual Funds: Information Technology Sector

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Information Technology Sector.
  • Distribution of all Information Technology Sector ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Jan 17, 2014

Best & Worst ETFs & Mutual Funds: Industrials Sector

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Industrials Sector.
  • Distribution of all Industrials Sector ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Jan 16, 2014

Best & Worst ETFs & Mutual Funds: Energy Sector

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Energy Sector.
  • Distribution of all Energy Sector ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Jan 16, 2014

Best & Worst ETFs & Mutual Funds: Financials Sector

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Financials Sector.
  • Distribution of all Financials Sector ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Jan 15, 2014

Best & Worst ETFs & Mutual Funds: Consumer Discretionary Sector

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Consumer Discretionary Sector.
  • Distribution of all Consumer Discretionary Sector ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Jan 15, 2014

Best & Worst ETFs & Mutual Funds: Consumer Staple Sector

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Consumer Staple Sector.
  • Distribution of all Consumer Staples Sector ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Jan 15, 2014

Rating Breakdown By Sector

Identifying Low Costs and Quality Holdings

  • Best & Worst ETFs and Mutual Funds in each Sector by: Predictive Rating, Portfolio Management Rating, Total Annual Costs Rating
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings
  • Our rating system is forward-looking and does not rely on past performance
Jan 10, 2014

Sector Rankings Report

Identifying Low Costs and Quality Holdings

  • Select Type Ratings and Rankings for ETFs and Mutual Funds.
  • Distribution of ETFs and Mutual Funds by Predictive Rating.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Dec 16, 2013

The Naughty and Nice List For Retail ETFs

ETF Picks And Pans

Nov 11, 2013

Danger Zone 11/11/13: Small Cap Value Funds

ETF and Mutual Fund Research

Nov 11, 2013

How To Avoid the Worst Style Mutual Funds

Identifying Low Costs and Quality Holdings

Nov 5, 2013

How To Find the Best Style Mutual Funds

Identifying Low Costs and Quality Holdings

Nov 4, 2013

Danger Zone 11/4/13: XBRL (eXtensible Business Reporting Language)

General Market Comments

Nov 4, 2013

How To Avoid the Worst Sector Mutual Funds

Identifying Low Costs and Quality Holdings

Nov 1, 2013

How To Avoid the Worst Style ETFs

Identifying Low Costs and Quality Holdings

Nov 1, 2013

How To Find the Best Sector Mutual Funds

Identifying Low Costs and Quality Holdings

Oct 31, 2013

How To Avoid the Worst Sector ETFs

Identifying Low Costs and Quality Holdings

Oct 31, 2013

How to Find the Best Style ETFs

Identifying Low Costs and Quality Holdings

Oct 29, 2013

How To Find the Best Sector ETFs

Identifying Low Costs and Quality Holdings

Oct 29, 2013

Low-Cost Funds Dupe Investors: 4Q13

Identifying Low Costs and Quality Holdings

  • Comparison of AUM in funds with attractive holdings versus attractive costs.
  • Distribution of ETFs and Mutual Funds by Predictive Rating and our two component ratings.
  • Commentary on the shortcomings of traditional ETF and Mutual Fund research.
Oct 28, 2013

Danger Zone 10/28/13: Consumer Discretionary Mutual Fund Managers and ETF Providers

Identifying Low Costs and Quality Holdings

  • Consumer Discretionary ETFs and mutual funds exhibit the worst stock picking of all 10 sectors.
  • Consumer Discretionary mutual fund managers and ETF providers should put together better portfolios given the quality of the stocks in the sector.
  • Investors in the Consumer Discretionary sector would be better off picking their own stocks.
Oct 24, 2013

Best & Worst ETFs and Mutual Funds: Small Cap Blend

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Small Cap Blend Style.
  • Distribution of all Small Cap Blend Style ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Oct 24, 2013

Best & Worst ETFs and Mutual Funds: Small Cap Value

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Small Cap Value Style.
  • Distribution of all Small Cap Value Style ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Oct 23, 2013

Best & Worst ETFs and Mutual Funds: Small Cap Growth

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Small Cap Growth Style.
  • Distribution of all Small Cap Growth Style ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Oct 22, 2013

Best & Worst ETFs & Mutual Funds: Mid Cap Growth Style

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Mid Cap Growth Style.
  • Distribution of all Mid Cap Growth Style ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Oct 22, 2013

Best & Worst ETFs & Mutual Funds: Mid Cap Value Style

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Mid Cap Value Style.
  • Distribution of all Mid Cap Value Style ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Oct 18, 2013

Best & Worst ETFs & Mutual Funds: Mid Cap Blend Style

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Mid Cap Blend Style.
  • Distribution of all Mid Cap Blend Style ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Oct 18, 2013

Best & Worst ETFs and Mutual Funds: Large Cap Value

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Large Cap Value Style.
  • Distribution of all Large Cap Value Style ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Oct 17, 2013

Best & Worst ETFs & Mutual Funds: Large Cap Blend Style

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Large Cap Blend Style.
  • Distribution of all Large Cap Blend Style ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Oct 17, 2013

Best & Worst ETFs and Mutual Funds: All Cap Value Style

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the All Cap Value Style.
  • Distribution of all All Cap Value Style ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Oct 17, 2013

Best & Worst ETFs and Mutual Funds: Large Cap Growth

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Large Cap Growth Style.
  • Distribution of all Large Cap Growth Style ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.

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