Small Cap Blend Style

BW_Final-4q14

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.

Continue Reading →

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

BW-Final2

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

Continue Reading →

Danger Zone: Navistar (NAV)

5940559817_85e9b4e816

Continue Reading →

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

BW_Final-4q14

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.

Continue Reading →

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

ACBT1

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 22 ETFs and 643 mutual funds in the Small-cap Blend style as of May 3, 2013.

Continue Reading →

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

SCBG2

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 21 ETFs and 648 mutual funds in the small-cap blend style as of February 13th, 2013.

Continue Reading →

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

Breakdown T6

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.

Continue Reading →

Best and Worst Funds: Small-cap Blend Style

SmallCapBlend5

The small-cap blend 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 fund ratings of 681 small-cap blend funds as of Feb 14th 2012.

Continue Reading →