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ETF Research

October 31, 20180Comments

Holdings-Based Diligence Reveals a Dividend Champion

We think increased appreciation for holdings quality research will make the market more efficient by pushing capital towards funds like this one that holds highly profitable and undervalued stocks.
by Sam McBride
Avoid Worst Funds
October 30, 20180Comments

How To Avoid the Worst Style ETFs 4Q18

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 Kyle Guske II, Senior Investment Analyst, MBA
Avoid Worst Funds
October 30, 20180Comments

How To Avoid the Worst Sector ETFs 4Q18

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 Kyle Guske II, Senior Investment Analyst, MBA
Find Best Sector Funds
October 30, 20180Comments

How To Find the Best Style ETFs 4Q18

Finding the best ETFs is an increasingly difficult task in a world with so many to choose from. How can you pick with so many choices available?
by Kyle Guske II, Senior Investment Analyst, MBA
Find Best Sector Funds
October 30, 20180Comments

How To Find the Best Sector ETFs 4Q18

Finding the best ETFs is an increasingly difficult task in a world with so many to choose from. How can you pick with so many choices available?
by Kyle Guske II, Senior Investment Analyst, MBA
October 30, 20180Comments

Cheap Funds Dupe Investors – 4Q18

Investors are good at picking cheap funds. We want them to be better at picking funds with good stocks. Both are required to maximize success. 4Q18.
by Kyle Guske II, Senior Investment Analyst, MBA
Sector Ratings Recap
October 26, 20180Comments

4Q18 Style Ratings Recap

At the beginning of each quarter, we rank each style from best to worst with our Style Ratings Report. The following is our analysis of each style for the fourth quarter of 2018.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
October 25, 20180Comments

Small Cap Value Style 4Q18: Best and Worst

The Small Cap Value style ranks eleventh 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
Best & Worst by Style
October 25, 20180Comments

Small Cap Growth Style 4Q18: Best and Worst

The Small Cap Growth style ranks last out of the twelve fund styles as detailed in our 4Q18 Style Ratings for ETFs and Mutual Funds report. It gets our Very Unattractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
October 25, 20180Comments

Small Cap Blend Style 4Q18: Best and Worst

The Small Cap Blend style ranks tenth 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
Best & Worst by Style
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
Best & Worst by Style
October 25, 20180Comments

Mid Cap Growth Style 4Q18: Best and Worst

The Mid Cap Growth style ranks ninth 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
Best & Worst by Style
October 25, 20180Comments

Mid Cap Blend Style 4Q18: Best and Worst

The Mid Cap Blend style ranks sixth out of the twelve fund styles as detailed in our 4Q18 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
October 25, 20180Comments

Large Cap Value Style 4Q18: Best and Worst

The Large Cap Value style ranks first out of the twelve fund styles as detailed in our 4Q18 Style Ratings for ETFs and Mutual Funds report. It gets our Very Attractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
October 25, 20180Comments

Large Cap Growth Style 4Q18: Best and Worst

The Large Cap Growth style ranks fifth out of the twelve fund styles as detailed in our 4Q18 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
October 25, 20180Comments

Large Cap Blend Style 4Q18: Best and Worst

The Large Cap Blend style ranks second out of the twelve fund styles as detailed in our 4Q18 Style Ratings for ETFs and Mutual Funds report. It gets our Attractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
October 23, 20180Comments

All Cap Value Style 4Q18: Best and Worst

The All Cap Value style ranks fourth out of the twelve fund styles as detailed in our 4Q18 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
October 23, 20180Comments

All Cap Growth Style 4Q18: Best and Worst

The All Cap Growth style ranks seventh out of the twelve fund styles as detailed in our 4Q18 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
October 23, 20180Comments

All Cap Blend Style 4Q18: Best and Worst

The All Cap Blend style ranks third out of the twelve fund styles as detailed in our 4Q18 Style Ratings for ETFs and Mutual Funds report. It gets our Attractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst Sector Rankings
October 17, 20180Comments

Style Ratings For ETFs & Mutual Funds: 4Q18

At the beginning of the fourth quarter of 2018, only the Large Cap Value, Large Cap Blend, and All Cap Blend styles earn an Attractive-or-better rating.
by Kyle Guske II, Senior Investment Analyst, MBA
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