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SFOIX

May 14, 20140Comments

How To Avoid the Worst Style Mutual Funds

Picking from the multitude of style mutual funds is a daunting task.
by David Trainer, Founder & CEO
August 6, 20130Comments

How to Avoid the Worst Style Mutual Funds

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.
by David Trainer, Founder & CEO
July 16, 20130Comments

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

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. It gets my Neutral rating, which is based on aggregation of ratings of 42 ETFs and 772 mutual funds in the Large Cap Value style as of July 11, 2013.
by David Trainer, Founder & CEO
July 16, 20130Comments

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

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.
by David Trainer, Founder & CEO

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