True Fund Costs: Sector ETFs and Mutual Funds 2Q15
This report focuses on providing investors the true costs incurred when investing in Sector ETFs and mutual funds.
Max Lee
ETF Research
Max Lee
Cheap Funds Dupe Investors – 2Q15
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. 2Q15.
Max Lee
How To Avoid the Worst Style ETFs 2Q15
Why are there so many ETFs? ETF providers tend to make lots of money on each ETF so they create more products to sell. The large number of ETFs has little to do with serving your best interests. Below are three red flags you can use to avoid the worst ETFs:
Max Lee
How To Avoid the Worst Sector ETFs 2Q15
Why are there so many ETFs? ETF providers tend to make lots of money on each ETF so they create more products to sell. The large number of ETFs has little to do with serving your best interests. Below are three red flags you can use to avoid the worst ETFs:
Max Lee
Why One Investment Style Falls Below the Rest
This week, ETFs and mutual funds in the Small Cap Blend investment style are in the Danger Zone. The Small Cap Blend style ranks last out of the 12 styles as detailed in our 2Q15 Style Ratings report.
Andre Rouillard
2Q15 Investment Style Ratings Recap
At the beginning of each quarter, we rank each investment style from best to worst. These rankings are forward looking and are indicative of how each style should perform going forward. Here is the recap of all investment style rankings for 2Q15.
Kyle Guske II, Senior Investment Analyst, MBA
The Best & Worst of the Small Cap Value Style
The Small Cap Value style ranks 11th out of the 12 fund styles as detailed in our 2Q15 Style Rankings report. It gets our Dangerous rating.
Kyle Guske II, Senior Investment Analyst, MBA
Avoid the Pitfalls of the Small Cap Growth Style
The Small Cap Growth style ranks 10th out of the 12 fund styles as detailed in our 2Q15 Style Rankings report. It gets our Dangerous rating
Kyle Guske II, Senior Investment Analyst, MBA
The Best and Worst Small Cap Blend Style Investments
The Small Cap Blend style ranks 12th out of the 12 fund styles as detailed in our 2Q15 Style Rankings report. It gets our Dangerous rating
Kyle Guske II, Senior Investment Analyst, MBA
Searching Through the Mid Cap Value Style
The Mid Cap Value style ranks seventh out of the 12 fund styles as detailed in our 2Q15 Style Ratings report. It gets our Dangerous rating.
Kyle Guske II, Senior Investment Analyst, MBA
Getting Selective in the Mid Cap Growth Style
The Mid Cap Growth style ranks eighth out of the 12 fund styles as detailed in our 2Q15 Style Ratings report. It gets our Dangerous rating.
Kyle Guske II, Senior Investment Analyst, MBA
The Best & Worst Mid Cap Blend Style Opportunities
The Mid Cap Blend style ranks ninth out of the 12 fund styles as detailed in our 2Q15 Style Ratings report. It gets our Dangerous rating.
Kyle Guske II, Senior Investment Analyst, MBA
The Large Cap Value Style is Worth Your While
The Large Cap Value style ranks first out of the 12 fund styles as detailed in our 2Q15 Style Ratings report. It gets our Attractive rating.
Kyle Guske II, Senior Investment Analyst, MBA
Growing With These Large Cap Growth Investments
The Large Cap Growth style ranks fourth out of the 12 fund styles as detailed in our 2Q15 Style Ratings report. It gets our Neutral rating.
Kyle Guske II, Senior Investment Analyst, MBA
The Best and Worst in the Large Cap Blend Style
The Large Cap Blend style ranks second out of the 12 fund styles as detailed in our 2Q15 Style Ratings report. It gets our Attractive rating
Kyle Guske II, Senior Investment Analyst, MBA
Worthy Investments in the All Cap Blend Style
The All Cap Blend style ranks third out of the 12 fund styles as detailed in our 2Q15 Style Ratings report. It gets our Neutral rating
Kyle Guske II, Senior Investment Analyst, MBA
2Q15 Style Ratings for ETFs & Mutual Funds
At the beginning of the second quarter of 2015, only the Large Cap Value and Large Cap Blend styles earn our Attractive rating. Our style ratings are based on the aggregation of our fund ratings for every ETF and mutual fund in each style.
Kyle Guske II, Senior Investment Analyst, MBA
2Q15 Sector Ratings Recap
At the beginning of each quarter, we rank each sector from best to worst. These rankings are forward looking and are indicative of how each sector should perform going forward. The following is our analysis of each sector for the second quarter of 2015.
Kyle Guske II, Senior Investment Analyst, MBA
The ETFs That Hold the Very Best Stocks
The following is a list of the five ETFs (with over $100 million assets under management) that allocate the greatest percentage of their assets to the stocks on our Most Attractive list for May:
Kyle Guske II, Senior Investment Analyst, MBA
Set Your Portfolio With These Financials Stocks
The Financials sector ranks last out of the 10 sectors as detailed in our 2Q15 Sector Ratings Report. It gets our Dangerous rating.
Kyle Guske II, Senior Investment Analyst, MBA