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ETF Research

Best & Worst Sector Funds
January 15, 20190Comments

Energy Sector 1Q19: Best and Worst

The Energy sector ranks fifth out of the 11 sectors as detailed in our 1Q19 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 15, 20190Comments

Consumer Non-cyclicals Sector 1Q19: Best and Worst

The Consumer Non-cyclicals sector ranks first out of the 11 sectors as detailed in our 1Q19 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 15, 20190Comments

Consumer Cyclicals Sector 1Q19: Best and Worst

The Consumer Cyclicals sector ranks eighth out of the 11 sectors as detailed in our 1Q19 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 15, 20190Comments

Basic Materials Sector 1Q19: Best and Worst

The Basic Materials sector ranks third out of the 11 sectors as detailed in our 1Q19 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 8, 20190Comments

Sector Ratings for ETFs & Mutual Funds: 1Q19

At the beginning of the first quarter of 2019, the Consumer Non-cyclicals, Financials, and Basic Materials sectors earn Attractive-or-better ratings.
by Kyle Guske II, Senior Investment Analyst, MBA
November 8, 20180Comments

Podcast: Why This Style ETF is in the Danger Zone

CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this past week: Why Holdings-Based Research Matters: Avoid This Micro-Bubble ETF.
by Kyle Guske II, Senior Investment Analyst, MBA
Danger Zone
November 5, 20182Comments

Why Holdings-Based Research Matters: Avoid This Micro-Bubble ETF

This ETF’s label plays on the false “Retail Apocalypse” narrative and our holdings-based research shows that this ETF buys low-quality, overvalued stocks and shorts high-quality, undervalued stocks.
by Kyle Guske II, Senior Investment Analyst, MBA
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
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