Best & Worst ETFs and Mutual Funds: Large-cap Blend Style

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The large-cap blend style ranks first out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Neutral rating, which is based on aggregation of ratings of 33 ETFs and 944 mutual funds in the large-cap blend style as of February 1st, 2013.

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Rating Breakdown: Best & Worst ETFs & Mutual Funds by Style

Breakdown T6

This report identifies the “best” ETFs and mutual funds based on the quality of their holdings and their costs. As detailed in “Low-Cost Funds Dupe Investors”, there are few funds that have both good holdings and low costs. While there are lots of cheap funds, there are very few with high-quality holdings.

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Investment Style Rankings For ETFs & Mutual Funds

Style Ranking Table 7

None of the fund styles earn a rating better than Neutral. My style ratings are based on the aggregation of my fund ratings for every ETF and mutual fund in each style.

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Best & Worst ETFs and Mutual Funds: Large Cap Blend Style

LargeCapValueFig1

The Large Cap Blend style ranks first out of the twelve fund styles as detailed in my style rankings for ETFs and mutual funds. It gets my Neutral rating, which is based on aggregation of ratings of 39 ETFs and 1,046 mutual funds in the Large Cap Blend style as of October 12, 2012.

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Rating Breakdown: Best & Worst ETFs & Mutual Funds by Style

StyleBreakdownFig3

This report identifies the “best” ETFs and mutual funds based on the quality of their holdings and their costs for each style.

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Investment Style Rankings For ETFs & Mutual Funds

StyleRankingsFig1

None of the fund styles earn a rating better than Neutral. See Figure 1 for my rankings on all twelve investment styles. My style ratings are based on the aggregation of my fund ratings for every ETF and mutual fund in each style.

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Best & Worst ETFs and Mutual Funds: Large-cap Blend Style

LargeCapBlend1

The large-cap blend style ranks second out of the twelve fund styles as detailed in my style roadmap. It gets my Neutral rating, which is based on aggregation of ratings of 40 ETFs and 1127 mutual funds in the large-cap blend style as of July 17, 2012.

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Best & Worst Style ETFs & Mutual Funds

BestWorstStyle1

This report identifies the “best” ETFs and mutual funds based on the quality of their holdings and their costs. As detailed in “Low-Cost Funds Dupe Investors”, there are few funds that have both good holdings and low costs. While there are lots of cheap funds, there are very few with high-quality holdings.

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Roadmap to the Best & Worst ETF & Mutual Fund Styles

StyleRoadmap1

None of the fund styles earn a rating better than Neutral. See Figure 1 for my rankings on all twelve investment styles. My style ratings are based on the aggregation of my fund ratings for every ETF and mutual fund in each style.
Note that the attractive-or-better Predictive ratings do not always correlate with attractive-or-better total annual costs. This fact underscores that (1) low fees can dupe investors and (2) investors should invest only in funds with good stocks and low fees.

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Best & Worst ETFs and Mutual Funds: Large-cap Blend

largeCapBlendFig1

The large-cap blend style ranks first out of the twelve fund styles as detailed in my style roadmap. It gets my Neutral rating, which is based on aggregation of ratings of 40 ETFs and 1193 mutual funds in the large-cap blend style as of April 24, 2012.

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Best & Worst Style ETFs & Mutual Funds

StyleB&WFig1

The best ETFs and mutual funds have high-quality holdings and low costs. As detailed in “A cheap fund is not always a good fund”, there are few funds that have both good holdings and low costs. While there are lots of cheap funds, there are very few with high-quality holdings.

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Roadmap to the Best & Worst ETF and Mutual Fund Styles

StyleRoadmapFig1

None of the fund styles earn a rating better than Neutral. The primary driver behind the Neutral-or-worse ratings is poor portfolio management. My style ratings are based on the aggregation of my fund ratings for every ETF and mutual fund in each style. Investors looking for style funds that hold high quality stocks should focus…

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