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IWM

Best & Worst by Style
July 16, 20210Comments

Small Cap Blend Style 3Q21: Best & Worst

The Small Cap Blend style ranks eighth out of the twelve fund styles as detailed in our 3Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Alex Sword
Best & Worst by Style
April 22, 20210Comments

Small Cap Blend Style 2Q21: Best and Worst

The Small Cap Blend style ranks eleventh out of the twelve fund styles as detailed in our 2Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Unattractive rating.
by Matt Shuler, Investment Analyst II
Best & Worst by Style
April 25, 20190Comments

Small Cap Blend Style 2Q19: Best and Worst

The Small Cap Blend style ranks tenth out of the twelve fund styles as detailed in our 2Q19 Style Ratings report. It gets our Unattractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
October 23, 20170Comments

Small Cap Blend Style 4Q17: Best and Worst

The Small Cap Blend style ranks tenth out of the twelve fund styles as detailed in our 4Q17 Style Ratings for ETFs and Mutual Funds report. It gets our Unattractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
July 26, 20170Comments

Small Cap Blend Style 3Q17: Best and Worst

The Small Cap Blend style ranks ninth out of the twelve fund styles as detailed in our 3Q17 Style Ratings for ETFs and Mutual Funds report. It gets our Unattractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
April 28, 20170Comments

Small Cap Blend Style 2Q17: Best and Worst

The Small Cap Blend style ranks ninth out of the twelve fund styles as detailed in our 2Q17 Style Ratings for ETFs and Mutual Funds report. It gets our Dangerous rating.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
February 18, 20160Comments

The Best and Worst of the Small Cap Blend Style 1Q16

The Small Cap Blend style ranks eighth out of the twelve fund styles as detailed in our 1Q16 Style Ratings for ETFs and Mutual Funds report. It gets our Dangerous rating
by Kyle Guske II, Senior Investment Analyst, MBA
July 28, 20150Comments

A Small Cap Fund You Should Avoid

CWSVX, effectively the worst fund in the worst style, is in the Danger Zone this week for a number of reasons.
by Kyle Guske II, Senior Investment Analyst, MBA
August 11, 20140Comments

Danger Zone: Small Cap Blend Investors

All of the small cap styles earn our Dangerous rating, but Small Cap Blend Investors land in the Danger Zone due to the disproportionately large allocation to the worst funds in the style.
by David Trainer, Founder & CEO
January 30, 20140Comments

Our Outlook For Stocks in 2014

The bull market received a bit of a scare last week as the S&P 500 fell almost 3%, the biggest single week loss since 2012. The market seems to have
by David Trainer, Founder & CEO
January 15, 20130Comments

How To Avoid the Worst Style ETFs: January 2013

Picking from the multitude of style ETFs is a daunting task. There are as many as 40 in any given style and at least 217 ETFs across all styles.
by David Trainer, Founder & CEO
December 31, 20121Comments

Danger Zone 12/31/2012: iShares S&P MidCap 400 Growth Index Fund (IJK)

Check out my latest Danger Zone interview with Chuck Jaffe of MarketWatch.com. iShares S&P MidCap 400 Growth Index Fund (IJK) is in the Danger Zone this week.
by David Trainer, Founder & CEO

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