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ETF Research

Best & Worst by Style
January 22, 20210Comments

Mid Cap Blend Style 1Q21: Best and Worst

The Mid Cap Blend style ranks sixth out of the twelve fund styles as detailed in our 1Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Alex Sword
Best & Worst by Style
January 21, 20210Comments

Large Cap Value Style 1Q21: Best and Worst

The Large Cap Value style ranks first out of the twelve fund styles as detailed in our 1Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Very Attractive rating.
by Matt Shuler, Investment Analyst II
Best & Worst by Style
January 21, 20210Comments

Large Cap Growth Style 1Q21: Best and Worst

The Large Cap Growth style ranks fifth out of the twelve fund styles as detailed in our 1Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Matt Shuler, Investment Analyst II
Best & Worst by Style
January 21, 20210Comments

Large Cap Blend Style 1Q21: Best and Worst

The Large Cap Blend style ranks second out of the twelve fund styles as detailed in our 1Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Attractive rating.
by Matt Shuler, Investment Analyst II
Best & Worst Sector Rankings
January 15, 20210Comments

Style Ratings for ETFs & Mutual Funds: 1Q21

At the beginning of the first quarter of 2021, only the Large Cap Value, Large Cap Blend, and All Cap Blend styles earn Attractive-or-better ratings.
by Alex Sword
Sector Ratings Recap
January 14, 20210Comments

1Q21 Sector Ratings Recap

At the beginning of each quarter, we rank each sector from best to worst with our Sector Ratings Report. The following is our analysis of each sector for the first quarter of 2021.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst Sector Funds
January 12, 20210Comments

Utilities Sector 1Q21: Best and Worst

The Utilities sector ranks tenth out of the 11 sectors as detailed in our 1Q21 Sector Ratings for ETFs and Mutual Funds report. It gets our Unattractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst Sector Funds
January 12, 20210Comments

Telecom Services Sector 1Q21: Best and Worst

The Telecom Services sector ranks fourth out of the 11 sectors as detailed in our 1Q21 Sector Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst Sector Funds
January 12, 20210Comments

Technology Sector 1Q21: Best and Worst

The Technology sector ranks fifth out of the 11 sectors as detailed in our 1Q21 Sector Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst Sector Funds
January 12, 20210Comments

Real Estate Sector 1Q21: Best and Worst

The Real Estate sector ranks eleventh out of the 11 sectors as detailed in our 1Q21 Sector Ratings for ETFs and Mutual Funds report. It gets our Very Unattractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst Sector Funds
January 12, 20210Comments

Industrials Sector 1Q21: Best and Worst

The Industrials sector ranks eighth out of the 11 sectors as detailed in our 1Q21 Sector Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst Sector Funds
January 12, 20210Comments

Healthcare Sector 1Q21: Best and Worst

The Healthcare sector ranks seventh out of the 11 sectors as detailed in our 1Q21 Sector Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst Sector Funds
January 12, 20210Comments

Financials Sector 1Q21: Best and Worst

The Financials sector ranks second out of the 11 sectors as detailed in our 1Q21 Sector Ratings for ETFs and Mutual Funds report. It gets our Attractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst Sector Funds
January 12, 20210Comments

Energy Sector 1Q21: Best and Worst

The Energy sector ranks ninth out of the 11 sectors as detailed in our 1Q21 Sector Ratings for ETFs and Mutual Funds report. It gets our Unattractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst Sector Funds
January 12, 20210Comments

Consumer Non-cyclicals Sector 1Q21: Best and Worst

The Consumer Non-cyclicals sector ranks first out of the 11 sectors as detailed in our 1Q21 Sector Ratings for ETFs and Mutual Funds report. It gets our Very Attractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst Sector Funds
January 12, 20210Comments

Consumer Cyclicals Sector 1Q21: Best and Worst

The Consumer Cyclicals sector ranks sixth out of the 11 sectors as detailed in our 1Q21 Sector Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst Sector Funds
January 12, 20210Comments

Basic Materials Sector 1Q21: Best and Worst

The Basic Materials sector ranks third out of the 11 sectors as detailed in our 1Q21 Sector Ratings for ETFs and Mutual Funds report. It gets our Attractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst Sector Rankings
January 11, 20210Comments

Sector Ratings for ETFs & Mutual Funds: 1Q21

At the beginning of the first quarter of 2021, only the Consumer Non-cyclicals, Financials, and Basic Materials sectors earn an Attractive-or-better rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Avoid Worst Funds
October 30, 20200Comments

How to Avoid the Worst Style ETFs 4Q20

The large number of ETFs has little to do with serving investors’ best interests. Here are three red flags investors can use to avoid the worst style ETFs.
by Kyle Guske II, Senior Investment Analyst, MBA
Avoid Worst Funds
October 30, 20200Comments

How to Avoid the Worst Sector ETFs 4Q20

The large number of ETFs has little to do with serving investors’ best interests. Here are three red flags investors can use to avoid the worst ETFs.
by Matt Shuler, Investment Analyst II
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