Invest in Only the Best ETFs
Finding the best ETFs is an increasingly difficult task in a world with so many to choose from.
Max Lee
ETF Research
Max Lee
Cheap Funds Dupe Investors – 3Q15
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 not likely to do well in the future. 3Q15.
Max Lee
3Q15 Style Ratings Recap
At the beginning of each quarter, we rank each style from best to worst with our Style Ratings Report. These rankings are forward looking and are indicative of how each style should perform going forward. The following is our analysis of each style for the third quarter of 2015.
Kyle Guske II, Senior Investment Analyst, MBA
The Best and Worst of the Small Cap Value Style
The Small Cap Value style ranks tenth out of the 12 fund styles as detailed in our 3Q15 Style Ratings for ETFs and Mutual Funds report. It gets our Dangerous rating.
Max Lee
The Best and Worst of the Small Cap Growth Style
The Small Cap Growth style ranks eleventh out of the 12 fund styles as detailed in our 3Q15 Style Ratings for ETFs and Mutual Funds report. It gets our Dangerous rating.
Max Lee
The Best and Worst of the Small Cap Blend Style
The Small Cap Blend style ranks last out of the 12 fund styles as detailed in our 3Q15 Style Ratings for ETFs and Mutual Funds report. It gets our Dangerous rating.
Max Lee
The Best and Worst of the Mid Cap Value Style
The Mid Cap Value style ranks seventh out of the 12 fund styles as detailed in our 3Q15 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
Max Lee
The Best and Worst of the Mid Cap Growth Style
The Mid Cap Growth style ranks eighth out of the 12 fund styles as detailed in our 3Q15 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
Max Lee
The Best and Worst of the Mid Cap Blend Style
The Mid Cap Blend style ranks ninth out of the 12 fund styles as detailed in our 3Q15 Style Ratings for ETFs and Mutual Funds report. It gets our Dangerous rating.
Max Lee
The Best and Worst of the Large Cap Value Style
The Large Cap Value style ranks first out of the 12 fund styles as detailed in our 3Q15 Style Ratings for ETFs and Mutual Funds report. It gets our Attractive rating.
Kyle Guske II, Senior Investment Analyst, MBA
The Best and Worst of the Large Cap Growth Style
The Large Cap Growth style ranks fourth out of the 12 fund styles as detailed in our 3Q15 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
Max Lee
The Best and Worst of the Large Cap Blend Style
The Large Cap Blend style ranks second out of the 12 fund styles as detailed in our 3Q15 Style Ratings for ETFs and Mutual Funds report. It gets our Attractive rating.
Kyle Guske II, Senior Investment Analyst, MBA
The Best and Worst of the All Cap Value Style
The All Cap Value style ranks fifth out of the twelve fund styles as detailed in our 3Q15 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
Max Lee
The Best and Worst of the All Cap Growth Style
The All Cap Growth style ranks sixth out of the 12 fund styles as detailed in our 3Q15 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating
Kyle Guske II, Senior Investment Analyst, MBA
The Best and Worst of the All Cap Blend Style
The All Cap Blend style ranks third out of the 12 fund styles as detailed in our 3Q15 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
Max Lee
3Q15 Style Ratings for ETFs & Mutual Funds
At the beginning of the third quarter of 2015, only the Large Cap Value and Large Cap Blend styles earn an Attractive-or-better rating. Our style ratings are based on the aggregation of our fund ratings for every ETF and mutual fund in each style.
Max Lee
3Q15 Sector Ratings Recap
At the beginning of each quarter, we rank each sector from best to worst with our Sector Rankings Report. These rankings are forward looking and are indicative of how each sector should perform going forward. The following is a recap of out analysis of each sector for the third quarter of 2015.
Kyle Guske II, Senior Investment Analyst, MBA
The Best and Worst of the Utilities Sector
The Utilities sector ranks eighth out of the 10 sectors as detailed in our 3Q15 Sector Ratings for ETFs and Mutual Funds report. It gets our Dangerous rating.
Kyle Guske II, Senior Investment Analyst, MBA
The Best and Worst of the Telecom Services Sector
The Telecom Services sector ranks seventh out of the 10 sectors as detailed in our 3Q15 Sector Ratings for ETFs and Mutual Funds report. It gets our Dangerous rating.
Kyle Guske II, Senior Investment Analyst, MBA
The Best and Worst of the Materials Sector
The Materials sector ranks sixth out of the 10 sectors as detailed in our 3Q15 Sector Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
Kyle Guske II, Senior Investment Analyst, MBA