Financials Sector 1Q17: Best and Worst

The Financials sector ranks fourth out of the ten sectors as detailed in our 1Q17 Sector Ratings for ETFs and Mutual Funds report.

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Energy Sector 1Q17: Best and Worst

The Energy sector ranks last out of the ten sectors as detailed in our 1Q17 Sector Ratings for ETFs and Mutual Funds report.

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Consumer Staples Sector 1Q17: Best and Worst

The Consumer Staples sector ranks first out of the ten sectors as detailed in our 1Q17 Sector Ratings for ETFs and Mutual Funds report.

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Consumer Discretionary Sector 1Q17: Best and Worst

The Consumer Discretionary sector ranks fifth out of the ten sectors as detailed in our 1Q17 Sector Ratings for ETFs and Mutual Funds report.

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Expanding Our Coverage Universe

We’ve created a new page that highlights the latest additions to our coverage universe, while also listing the 10,000+ stocks, ETFs, and mutual funds we cover.

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How To Avoid the Worst Style Mutual Funds 4Q15

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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How to Find the Best Style Mutual Funds 2Q15

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Finding the best mutual funds is an increasingly difficult task in a world with so many to choose from. How can you pick with so many choices available?

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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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