Beware Morningstar Myths: The Truth Can Save You Big Bucks

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We believe that Morningstar’s size and stranglehold on the rating industry do not serve investors’ best interests. Receive in-depth reports on 10 funds that we think Morningstar’s backward-looking ratings have dead wrong.

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Small Cap Growth Style

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The Small Cap Growth style ranks tenth out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report.

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Rating Breakdown: Best & Worst ETFs, Mutual Funds & Stocks by Style

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This report identifies the “best” ETFs and mutual funds based on the quality of their holdings and their costs.

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Small Cap Growth Style

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The Small Cap Growth style ranks tenth out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report.

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Rating Breakdown: Best & Worst ETFs & Mutual Funds by Style

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This report identifies the best ETFs and mutual funds based on the quality of their holdings and their costs.

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Best & Worst ETFs and Mutual Funds: Small Cap Growth Style

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The Small Cap Growth style ranks tenth out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Dangerous rating, which is based on aggregation of ratings of 11 ETFs and 441 mutual funds in the Small Cap Growth style as of July 17, 2013.

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Rating Breakdown: Best & Worst ETFs & Mutual Funds by Style

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This report identifies the “best” ETFs and mutual funds based on the quality of their holdings and their costs. As detailed in “Low-Cost Funds Dupe Investors”, there are few funds that have both good holdings and low costs. While there are lots of cheap funds, there are very few with high-quality holdings.

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Best & Worst ETFs and Mutual Funds: Small-cap Growth Style

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The Small-cap Growth style ranks tenth out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Dangerous rating, which is based on aggregation of ratings of 10 ETFs and 432 mutual funds in the Small-cap Growth style as of May 3, 2013.

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How To Avoid the Worst Style Mutual Funds

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Picking from the multitude of style mutual funds is a daunting task. There are as many as 1,019 in any given style and at least 6,130 mutual funds across all styles.

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Best & Worst ETFs and Mutual Funds: Small-cap Growth Style

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The small-cap growth style ranks eighth out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Dangerous rating, which is based on aggregation of ratings of 11 ETFs and 477 mutual funds in the small-cap growth style as of February 8th, 2013.

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Best & Worst ETFs and Mutual Funds: Small-cap Growth Style

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The small-cap growth style ranks eighth out of the twelve fund styles as detailed in my style rankings for ETFs and mutual funds. It gets my Dangerous rating, which is based on aggregation of ratings of 11 ETFs and 493 mutual funds in the small-cap growth style as of October 19, 2012.

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Best and Worst Funds: Small-cap Growth Style

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The small-cap growth style ranks ninth out of the twelve fund styles as detailed in my style roadmap. It gets my Dangerous rating, which is based on aggre­gation of fund ratings of 486 small-cap growth funds as of Feb 13th 2012.

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