mutual fund
How to Avoid the Worst Style Mutual Funds 1Q24
The large number of mutual funds has little to do with serving investors’ best interests. Here are two red flags investors can use to avoid the worst mutual funds.
Hakan Salt, Associate Investment Analyst
How to Avoid the Worst Sector Mutual Funds 1Q24
The large number of mutual funds has little to do with serving investors’ best interests. Here are two red flags investors can use to avoid the worst mutual funds.
Hakan Salt, Associate Investment Analyst
How to Find the Best Style Mutual Funds 1Q24
Learn how to pick the best mutual funds with so many to choose from.
Hakan Salt, Associate Investment Analyst
How to Find the Best Sector Mutual Funds 1Q24
Learn how to pick the best mutual funds with so many to choose from.
Hakan Salt, Associate Investment Analyst
Cheap Funds Dupe Investors – 1Q24
Investors are good at picking cheap funds. We want them to be better at picking funds with good stocks. Both are required to maximize success.
Kyle Guske II, Senior Investment Analyst, MBA
1Q24 Style Ratings Recap
At the beginning of each quarter, we rank each style from best to worst with our Style Ratings Report. The following is our analysis of each style for the first quarter of 2024.
Hakan Salt, Associate Investment Analyst
Small Cap Value Style 1Q24: Best and Worst
The Small Cap Value style ranks sixth out of the twelve fund styles detailed in our 1Q24 Style Ratings for ETFs and Mutual Funds report. The category receives our Neutral rating.
Hakan Salt, Associate Investment Analyst
Small Cap Growth Style 1Q24: Best and Worst
The Small Cap Growth style ranks last out of the twelve fund styles detailed in our 1Q24 Style Ratings for ETFs and Mutual Funds report. The category receives our Very Unattractive rating.
Hakan Salt, Associate Investment Analyst
Small Cap Blend Style 1Q24: Best and Worst
The Small Cap Blend style ranks tenth out of the twelve fund styles detailed in our 1Q24 Style Ratings for ETFs and Mutual Funds report. The category receives our Unattractive rating.
Hakan Salt, Associate Investment Analyst
Mid Cap Value Style 1Q24: Best and Worst
The Mid Cap Value style ranks eighth out of the twelve fund styles detailed in our 1Q24 Style Ratings for ETFs and Mutual Funds report. The category receives our Neutral rating.
Hakan Salt, Associate Investment Analyst
Mid Cap Growth Style 1Q24: Best and Worst
The Mid Cap Growth style ranks eleventh out of the twelve fund styles detailed in our 1Q24 Style Ratings for ETFs and Mutual Funds report. The category receives our Unattractive rating.
Hakan Salt, Associate Investment Analyst
Mid Cap Blend Style 1Q24: Best and Worst
The Mid Cap Blend style ranks seventh out of the twelve fund styles detailed in our 1Q24 Style Ratings for ETFs and Mutual Funds report. The category receives our Neutral rating.
Hakan Salt, Associate Investment Analyst
Large Cap Value Style 1Q24: Best and Worst
The Large Cap Value style ranks second out of the twelve fund styles detailed in our 1Q24 Style Ratings for ETFs and Mutual Funds report. The category receives our Attractive rating.
Hakan Salt, Associate Investment Analyst
Large Cap Growth Style 1Q24: Best and Worst
The Large Cap Growth style ranks fifth out of the twelve fund styles detailed in our 1Q24 Style Ratings for ETFs and Mutual Funds report. The category receives our Neutral rating.
Hakan Salt, Associate Investment Analyst
All Cap Value Style 1Q24: Best and Worst
The All Cap Value style ranks first out of the twelve fund styles detailed in our 1Q24 Style Ratings for ETFs and Mutual Funds report. The category receives our Very Attractive rating.
Hakan Salt, Associate Investment Analyst
All Cap Growth Style 1Q24: Best and Worst
The All Cap Growth style ranks ninth out of the twelve fund styles detailed in our 1Q24 Style Ratings for ETFs and Mutual Funds report. The category receives our Neutral rating.
Hakan Salt, Associate Investment Analyst
All Cap Blend Style 1Q24: Best and Worst
The All Cap Blend style ranks third out of the twelve fund styles detailed in our 1Q24 Style Ratings for ETFs and Mutual Funds report. The category receives our Attractive rating.
Hakan Salt, Associate Investment Analyst
Style Ratings for ETFs & Mutual Funds: 1Q24
At the beginning of 1Q24, the All Cap Value, Large Cap Value, and All Cap Blend styles earn Attractive-or-better ratings.
Hakan Salt, Associate Investment Analyst
1Q24 ETF & Mutual Fund Sector Ratings Recap
At the beginning of each quarter, we rank each sector from best to worst with our Sector Ratings Report. The following is our analysis of each sector for the first quarter of 2024.
Kyle Guske II, Senior Investment Analyst, MBA