How to Build Your Portfolio with New Constructs’ Research

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This video shows users how to build their portfolio using the New Constructs website.

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David Trainer Explains Mutual Fund Rating Myths

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CEO David Trainer discusses mutual funds and how to avoid making the mistake of investing based on myth, instead of on the facts.

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Has the Morningstar Rating System Become a Costly Prophecy for Mutual Fund Investors?

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The market not only needs multiple voices analyzing mutual funds, but also holdings-based research that offers an alternative to Morningstar’s backward-looking ratings. The more voices we have in the market, the healthier it will be.

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Why Investors Need Independent Fund Research

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Investors deserve an alternative to subjective and backward-looking ratings. They deserve analysis of a fund’s holdings, not just its past performance. Investors deserve real diligence, because diligence pays.

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How to Find The Best Style Mutual Funds

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Finding the best mutual funds is an increasingly difficult task in a world with so many to choose from.

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How to Find the Best Sector Mutual Funds

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Finding the best mutual funds is an increasingly difficult task in a world with so many to choose from.

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Large Cap Value Style

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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.

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Industrials Sector

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The Industrials sector ranks second out of the ten sectors as detailed in my Sector Rankings for ETFs and Mutual Funds report. It gets my Neutral rating, which is based on aggregation of ratings of 17 ETFs and 18 mutual funds in the Industrials sector as of April 7, 2014. Prior reports on the best…

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How To Avoid the Worst Style Mutual Funds

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Picking from the multitude of style mutual funds is a daunting task. In any given style there may be as many as 949 different mutual funds, and there are at least 6,260 mutual funds across all styles.

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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 15 ETFs and 236 mutual funds in the Small Cap Value style as of October 24, 2013.

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Best & Worst ETFs and Mutual Funds: Small Cap Blend Style

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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. It gets my Dangerous rating, which is based on aggregation of ratings of 24 ETFs and 629 mutual funds in the Small Cap Blend style as of October 24, 2013.

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Best & Worst ETFs and Mutual Funds: Small Cap Growth Style

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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. It gets my Dangerous rating, which is based on aggregation of ratings of 11 ETFs and 441 mutual funds in the Small Cap Growth style as of October 23, 2013.

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Best & Worst ETFs and Mutual Funds: 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. 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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Investment Style Rankings for ETFs and Mutual Funds

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No fund style earns better than a Neutral rating going into 4Q13. 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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How to Avoid the Worst Style Mutual Funds

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Why are there so many mutual funds? The answer is because mutual fund providers are making lots of money selling them. The number of mutual funds has little to do with serving investors’ best interests.

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How to Avoid the Worst Sector Mutual Funds

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Picking from the multitude of sector mutual funds is a daunting task. In any given sector there may be as many as 234 different mutual funds, and there are at least 632 mutual funds across all sectors.

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How to Find the Best Style Mutual Funds

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There are at least 6100 mutual funds across all styles. Do investors need that many choices? How different can these thousands of mutual funds be?

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How to Find the Best Sector Mutual Funds

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Finding the best mutual funds is an increasingly difficult task in a world with so many to choose from.

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Best & Worst ETFs and Mutual Funds: Large Cap Growth Style

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The Large Cap Growth style ranks fourth out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Neutral rating, which is based on aggregation of ratings of 23 ETFs and 685 mutual funds in the Large Cap Growth style as of July 12, 2013.

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How To Avoid the Worst Sector Mutual Funds

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Picking from the multitude of sector mutual funds is a daunting task. In any given sector there may be as many as 229 different mutual funds, and there are at least 631 mutual funds across all sectors.

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