How To Avoid the Worst Style Mutual Funds 2Q15

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The large number of mutual funds has little to do with serving investors’ best interests. Here are three red flags investors can use to avoid the worst mutual funds:

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Mid Cap Value Style

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The Mid Cap Value style ranks ninth out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report.

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

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

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Mid Cap Value Style

BW_Final-4q14

The Mid Cap Value style ranks seventh out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report.

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

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This report identifies the best ETFs and mutual funds based on the quality of their holdings and their costs.

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Mid Cap Value Style

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The Mid Cap Value style ranks tenth out of the twelve styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Dangerous rating, which is based on aggregation of ratings of 11 ETFs and 184 mutual funds in the Mid Cap Value style as of January 28th, 2014.

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

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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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Best & Worst ETFs and Mutual Funds: Mid Cap Value Style

BW_Final-4q14

The Mid Cap Value style ranks ninth out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Dangerous rating, which is based on aggregation of ratings of 12 ETFs and 190 mutual funds in the Mid Cap Value style as of October 22, 2013.

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

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

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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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Danger Zone 2/25/2013: Small-cap Value ETFs & Mutual Funds

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Small-cap value ETFs and mutual funds are in the Danger Zone this week due to poor holdings and high total annual costs.

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Best & Worst ETFs and Mutual Funds: Small-cap Value Style

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The small-cap value style ranks last out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Dangerous rating, which is based on aggregation of ratings of 13 ETFs and 269 mutual funds in the small-cap value style as of February 13th, 2013.

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Best & Worst ETFs and Mutual Funds: Small-cap Value Style

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The small-cap value style ranks last out of the twelve fund styles as detailed in my style rankings for ETFs and mutual funds. It gets my Dangerous rating, which is based on aggregation of ratings of 13 ETFs and 263 mutual funds in the small-cap value style as of October 22, 2012.

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Best & Worst ETFs and Mutual Funds: Mid-cap Value Style

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The mid-cap value style ranks eleventh out of the twelve fund styles as detailed in my style roadmap. It gets my Dangerous rating, which is based on an aggregation of the ratings of 12 ETFs and 206 mutual funds in the mid-cap value style as of July 19, 2012.

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Best & Worst ETFs and Mutual Funds: Mid-cap Value

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The mid-cap value style ranks eleventh out of the twelve fund styles as detailed in my style roadmap. It gets my Dangerous rating, which is based on aggregation of ratings of 11 ETFs and 217 mutual funds in the mid-cap value style as of May 2, 2012.

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Best and Worst Funds: Mid-cap Value Style

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The mid-cap value style ranks tenth out of the twelve fund styles as detailed in my style roadmap. It gets my Dangerous rating, which is based on aggre­gation of fund ratings of 239 mid-cap value funds as of Feb 14th 2012.

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Best and Worst Style Funds

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The best 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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