The All Cap Blend style ranks third out of the twelve fund styles as detailed in our 4Q18 Style Ratings for ETFs and Mutual Funds report. It gets our Attractive rating.
The All Cap Blend style ranks second out of the twelve fund styles as detailed in our 1Q18 Style Ratings for ETFs and Mutual Funds report. It gets our Attractive rating.
The All Cap Blend style ranks second out of the twelve fund styles as detailed in our 3Q17 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
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. It gets my Neutral rating, which is based on aggregation of ratings of 36 ETFs and 704 mutual funds in the All Cap Blend style as of July 12, 2013.
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. It gets my Neutral rating, which is based on aggregation of ratings of 35 ETFs and 708 mutual funds in the All-cap Blend style as of May 1, 2013.
The All Cap Blend style ranks third 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 31 ETFs and 753 mutual funds in the All Cap Blend style as of October 18, 2012.
The all-cap blend style ranks third out of the twelve fund styles as detailed in my style roadmap. It gets my Neutral rating, which is based on aggregation of ratings
Not everyone has the luxury of or stomach for being net short as I recommended in my last article.
So, I offer some of my top picks for those that must be long.
The radically higher number of US equity mutual funds (4,700+) versus ETFs (380+) is not indicative of better stock selection from active management. On the contrary, the vast majority of actively-managed funds do not justify the higher fees they charge. They do not, in terms of stock selection and expected returns, add value versus passively managed benchmarks.
I am not a smoker or tobacco user, and I do not like to be around smokers. However, that prejudice does not blind me from the fact that Lorillard, Inc. (LO) is a “very attractive” stock. I recommend investors buy it as well as the following ETFs because of their large allocations to LO and their attractive-or-better investment ratings...