May 1, 20170Comments

2Q17 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 second quarter of 2017.

by Kyle Guske II, Senior Investment Analyst, MBA

April 27, 20170Comments

Mid Cap Blend Style 2Q17: Best and Worst

The Mid Cap Blend style ranks sixth out of the twelve fund styles as detailed in our 2Q17 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.

by Kyle Guske II, Senior Investment Analyst, MBA

February 9, 20170Comments

How to Avoid the Worst Style ETFs 1Q17

The large number of ETFs has little to do with serving investors’ best interests. Here are three red flags investors can use to avoid the worst ETFs.

by Kyle Guske II, Senior Investment Analyst, MBA

February 2, 20170Comments

Mid Cap Blend Style 1Q17: Best and Worst

The Mid Cap Blend style ranks sixth out of the twelve fund styles as detailed in our 1Q17 Style Ratings for ETFs and Mutual Funds report. Last quarter, the Mid Cap Blend style ranked seventh.

by Kyle Guske II, Senior Investment Analyst, MBA

November 3, 20160Comments

Mid Cap Blend Style 4Q16: Best and Worst

The Mid Cap Blend style ranks seventh out of the twelve fund styles as detailed in our 4Q16 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.

by Kyle Guske II, Senior Investment Analyst, MBA

August 1, 20160Comments

Mid Cap Blend Style 3Q16: Best and Worst

The Mid Cap Blend style ranks seventh out of the twelve fund styles as detailed in our 3Q16 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.

by Kyle Guske II, Senior Investment Analyst, MBA

May 4, 20160Comments

The Best and Worst of the Mid Cap Blend Style 2Q16

The Mid Cap Blend style ranks fifth out of the twelve fund styles as detailed in our 2Q16 Style. It gets our Neutral rating.

by Kyle Guske II, Senior Investment Analyst, MBA

February 4, 20160Comments

The Best and Worst of the Mid Cap Blend Style 1Q16

The Mid Cap Blend style ranks sixth out of the twelve fund styles as detailed in our 1Q16 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.

by Kyle Guske II, Senior Investment Analyst, MBA

January 21, 20150Comments

Beware Morningstar Myths: The Truth Can Save You Big Bucks

We believe that Morningstar’s size and stranglehold on the rating industry do not serve investors’ best interests. Receive in-depth reports on 10 funds that we think Morningstar’s backward-looking ratings have dead wrong.

by Kyle Guske II, Senior Investment Analyst, MBA

September 10, 20140Comments

All Cap Blend Style

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.

by David Trainer, Founder & CEO

May 5, 20140Comments

How To Avoid the Worst Style ETFs

Picking from the multitude of style ETFs is a daunting task.

by David Trainer, Founder & CEO

April 17, 20140Comments

All Cap Blend Style

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.

by David Trainer, Founder & CEO

January 30, 20140Comments

All Cap Blend Style

The All Cap Blend style ranks second 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 38 ETFs and 738 mutual funds in the All Cap Blend style as of January 24, 2014.

by David Trainer, Founder & CEO

October 22, 20130Comments

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

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 39 ETFs and 712 mutual funds in the All Cap Blend style as of October 15th, 2013. Prior reports on the best & worst ETFs and mutual funds in every sector and style are here.

by David Trainer, Founder & CEO

July 17, 20130Comments

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

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.

by David Trainer, Founder & CEO

May 8, 20130Comments

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

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.

by David Trainer, Founder & CEO

January 15, 20130Comments

How To Avoid the Worst Style ETFs

Picking from the multitude of style ETFs is a daunting task. There are as many as 40 in any given style and at least 217 ETFs across all styles.

by David Trainer, Founder & CEO

October 18, 20120Comments

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

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.

by David Trainer, Founder & CEO

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