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LMBGX

Long Idea
January 19, 20220Comments

Picking Low-Cost Funds That Pick Winners

After rigorous analysis of ~7,500 mutual funds, we found a low-cost fund that successfully picks businesses with quality earnings and cheap valuations.
by Matt Shuler, Investment Analyst II
Best & Worst by Style
October 25, 20180Comments

Large Cap Value Style 4Q18: Best and Worst

The Large Cap Value style ranks first out of the twelve fund styles as detailed in our 4Q18 Style Ratings for ETFs and Mutual Funds report. It gets our Very Attractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
July 19, 20180Comments

Large Cap Value Style 3Q18: Best and Worst

The Large Cap Value style ranks first out of the twelve fund styles as detailed in our 3Q18 Style Ratings for ETFs and Mutual Funds report. It gets our Very Attractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst Sector Rankings
July 18, 20180Comments

Style Ratings For ETFs & Mutual Funds: 3Q18

At the beginning of the third quarter of 2018, only the Large Cap Value, Large Cap Blend, and All Cap Blend styles earn an Attractive-or-better rating.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
April 19, 20180Comments

Large Cap Value Style 2Q18: Best and Worst

The Large Cap Value style ranks third out of the twelve fund styles as detailed in our 2Q18 Style Ratings for ETFs and Mutual Funds report. It gets our Attractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA

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