Sector Ratings For ETFs & Mutual Funds: 1Q17

At the beginning of the first quarter of 2017, only the Consumer Staples sector earns an Attractive-or-better rating. Our sector ratings are based on the aggregation of our fund ratings for every ETF and mutual fund in each sector.

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Danger Zone: Traditional Corporate Consulting

Those consultants who adopt cutting-edge tools will experience more success than those that remain wedded to older, more manual techniques. It’s time we place Traditional Corporate Consulting in the Danger Zone.

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Ranked: Our Top 10 ETFs

The following is a list of our top 10 ETFs that have over $100 million in assets under management (AUM), and that are not leveraged.

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Sector Rankings For ETFs & Mutual Funds

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How To Avoid the Worst Style ETFs

Picking from the multitude of style ETFs is a daunting task. There are as many as 45 in any given style and at least 230 ETFs across all styles.

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

This report focuses on my top picks and pans for all sector funds. I will follow this summary with a detailed report on each sector.

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Discontinued Operations – Valuation Adjustment

discontinued operations assets

There is one last adjustment we must make involving discontinued operations: adding net assets from discontinued operations to shareholder value. Because discontinued operations are parts of a company being held for sale, the value of the net assets from these discontinued operations approximate the cash the company will receive from the sale. This cash will then be available for distribution to shareholders.

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Best & Worst ETFs & Mutual Funds: Consumer Staples Sector

The Consumer Staples sector ranks first out of the ten sectors as detailed in my Sector Rankings for ETFs and Mutual Funds report. It gets my Attractive rating, which is based on aggregation of ratings of nine ETFs and nine mutual funds in the Consumer Staples sector as of April 16, 2013.

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Investment Style Rankings For ETFs & Mutual Funds

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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