No fund style earns better than my Neutral rating going into 1Q14. My style ratings are based on the aggregation of my fund ratings for every ETF and mutual fund in each style.
The mid-cap blend 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 17 ETFs and 332 mutual funds in the mid-cap blend style as of February 8th, 2013.
Fund holdings affect fund performance more than fees or past performance. A cheap fund is not necessarily a good fund.
Our research on fund holdings enables investors to find funds with high quality holdings – AND – low fees.
The large-cap growth style ranks second out of the twelve fund styles as detailed in my style rankings for ETFs and mutual funds. It gets my Neutral rating, which is based on aggregation of ratings of 25 ETFs and 707 mutual funds in the large-cap growth style as of October 12, 2012.