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mutual fund screener

October 7, 20140Comments

Sector Rankings For ETFs & Mutual Funds

At the beginning of the fourth quarter of 2014, only the Industrials and Consumer Staples sectors earn an Attractive-or-better rating.
by David Trainer, Founder & CEO
September 24, 20140Comments

Small Cap Value Style

The Small Cap Value style ranks twelfth out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report.
by David Trainer, Founder & CEO
September 23, 20140Comments

Small Cap Growth Style

The Small Cap Growth style ranks tenth out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report.
by David Trainer, Founder & CEO
September 22, 20140Comments

Small Cap Blend Style

The Small Cap Blend style ranks eleventh out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report.
by David Trainer, Founder & CEO
September 19, 20140Comments

Mid Cap Value Style

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.
by David Trainer, Founder & CEO
September 18, 20140Comments

Mid Cap Growth Style

The Mid Cap Growth style ranks seventh out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report.
by David Trainer, Founder & CEO
September 17, 20140Comments

Mid Cap Blend Style

The Mid Cap Blend style ranks eighth out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report.
by David Trainer, Founder & CEO
September 16, 20140Comments

Large Cap Value Style

The Large Cap Value style ranks second out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report.
by David Trainer, Founder & CEO
September 15, 20140Comments

Large Cap Blend Style

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.
by David Trainer, Founder & CEO
September 12, 20140Comments

All Cap Value Style

The All Cap Value style ranks fifth out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report.
by David Trainer, Founder & CEO
September 11, 20140Comments

All Cap Growth Style

The All Cap Growth style ranks fourth out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report.
by David Trainer, Founder & CEO
September 10, 20140Comments

All Cap Blend Style

The All Cap Blend style ranks third out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report.
by David Trainer, Founder & CEO
September 9, 20140Comments

Utilities Sector

The Utilities sector ranks tenth out of the ten sectors as detailed in my Sector Rankings for ETFs and Mutual Funds report.
by David Trainer, Founder & CEO
September 8, 20140Comments

Telecom Services Sector

The Telecom Services sector ranks fifth out of the ten sectors as detailed in my Sector Rankings for ETFs and Mutual Funds report.
by David Trainer, Founder & CEO
September 5, 20140Comments

Materials Sector

The Materials sector ranks seventh out of the ten sectors as detailed in my Sector Rankings for ETFs and Mutual Funds report.
by David Trainer, Founder & CEO
September 4, 20140Comments

Health Care Sector

The Health Care sector ranks sixth out of the ten sectors as detailed in my Sector Rankings for ETFs and Mutual Funds report.
by David Trainer, Founder & CEO
February 13, 20130Comments

Best & Worst ETFs and Mutual Funds February 2013: All-cap Value Style

The all-cap value style ranks seventh 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 two ETFs and 270 mutual funds in the all-cap value style as of February 7th, 2013.
by David Trainer, Founder & CEO
February 1, 20130Comments

1Q13 Best & Worst ETFs & Mutual Funds—by Sector—Recap

1Q13 comprehensive review of equity ETFs and mutual funds by sector.
by David Trainer, Founder & CEO
October 12, 20120Comments

Best & Worst ETFs and Mutual Funds October 2012: Large Cap Blend Style

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.
by David Trainer, Founder & CEO
October 12, 20120Comments

Rating Breakdown: Best & Worst ETFs & Mutual Funds by Style (October 2012)

This report identifies the “best” ETFs and mutual funds based on the quality of their holdings and their costs for each style.
by David Trainer, Founder & CEO
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