April 22, 20210Comments

Mid Cap Value Style 2Q21: Best and Worst

The Mid Cap Value style ranks seventh out of the twelve fund styles as detailed in our 2Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.

by Matt Shuler, Investment Analyst II

April 25, 20190Comments

Mid Cap Value Style 2Q19: Best and Worst

The Mid Cap Value style ranks eighth out of the twelve fund styles as detailed in our 2Q19 Style Ratings report. It gets our Neutral rating.

by Kyle Guske II, Senior Investment Analyst, MBA

October 25, 20180Comments

Mid Cap Value Style 4Q18: Best and Worst

The Mid Cap Value style ranks eighth out of the twelve fund styles as detailed in our 4Q18 Style Ratings for ETFs and Mutual Funds report. It gets our Unattractive rating.

by Kyle Guske II, Senior Investment Analyst, MBA

July 24, 20180Comments

Mid Cap Value Style 3Q18: Best and Worst

The Mid Cap Value style ranks eighth out of the twelve fund styles as detailed in our 3Q18 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.

by Kyle Guske II, Senior Investment Analyst, MBA

April 24, 20180Comments

Mid Cap Value Style 2Q18: Best and Worst

The Mid Cap Value style ranks ninth out of the twelve fund styles as detailed in our 2Q18 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.

by Kyle Guske II, Senior Investment Analyst, MBA

January 22, 20180Comments

Mid Cap Value Style 1Q18: Best and Worst

The Mid Cap Value style ranks eighth out of the twelve fund styles as detailed in our 1Q18 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.

by Kyle Guske II, Senior Investment Analyst, MBA

October 19, 20170Comments

Mid Cap Value Style 4Q17: Best and Worst

The Mid Cap Value style ranks eighth out of the twelve fund styles as detailed in our 4Q17 Style Ratings for ETFs and Mutual Funds report. It gets our Unattractive rating.

by Kyle Guske II, Senior Investment Analyst, MBA

July 26, 20170Comments

Mid Cap Value Style 3Q17: Best and Worst

The Mid Cap Value style ranks eighth out of the twelve fund styles as detailed in our 3Q17 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.

by Kyle Guske II, Senior Investment Analyst, MBA

February 2, 20170Comments

Mid Cap Blend Style 1Q17: Best and Worst

The Mid Cap Blend style ranks sixth out of the twelve fund styles as detailed in our 1Q17 Style Ratings for ETFs and Mutual Funds report. Last quarter, the Mid Cap Blend style ranked seventh.

by Kyle Guske II, Senior Investment Analyst, MBA

November 7, 20160Comments

Mid Cap Value Style 4Q16: Best and Worst

The Mid Cap Value style ranks ninth out of the twelve fund styles as detailed in our 4Q16 Style Ratings for ETFs and Mutual Funds report. It gets our Dangerous rating.

by Kyle Guske II, Senior Investment Analyst, MBA

May 4, 20160Comments

The Best and Worst of the Mid Cap Value Style 2Q16

The Mid Cap Value style ranks seventh out of the twelve fund styles as detailed in our 2Q16 Style Ratings. It gets our Neutral rating.

by Kyle Guske II, Senior Investment Analyst, MBA

February 12, 20160Comments

The Best and Worst of the Mid Cap Value Style 1Q16

The Mid Cap Value style ranks tenth out of the twelve fund styles as detailed in our 1Q16 Style Ratings for ETFs and Mutual Funds report. It gets our Dangerous rating.

by Kyle Guske II, Senior Investment Analyst, MBA

September 19, 20140Comments

Mid Cap Value Style

The Mid Cap Value style ranks ninth out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report.

by David Trainer, Founder & CEO

April 25, 20140Comments

Mid Cap Value Style

The Mid Cap Value style ranks seventh out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report.

by David Trainer, Founder & CEO

March 10, 20140Comments

Are Investors Wishing Upon Their Stars?

Morningstar's ratings are useful, but without analysis of holdings investors have not done their due diligence.

by David Trainer, Founder & CEO

February 4, 20140Comments

Mid Cap Value Style

The Mid Cap Value style ranks tenth out of the twelve 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 184 mutual funds in the Mid Cap Value style as of January 28th, 2014.

by David Trainer, Founder & CEO

January 29, 20140Comments

Morningstar’s Ratings Are Not The Final Word

Morningstar’s research can be helpful, but we believe our in-depth analysis of ETF and mutual fund holdings gives our ratings a superior predictive value, and results back up our claim.

by David Trainer, Founder & CEO

November 1, 20130Comments

Cheap Funds Dupe Investors – 4Q2013

Fund holdings affect fund performance more than fees or past performance. A cheap fund is not necessarily a good fund. A fund that has done well in the past is

by David Trainer, Founder & CEO

October 31, 20130Comments

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

The Mid Cap Value style ranks ninth 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 12 ETFs and 190 mutual funds in the Mid Cap Value style as of October 22, 2013.

by David Trainer, Founder & CEO

July 22, 20130Comments

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

The Mid Cap Value style ranks ninth 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 12 ETFs and 187 mutual funds in the Mid Cap Value style as of July 18, 2013.

by David Trainer, Founder & CEO

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