1Q15 Style Ratings for ETFs, Mutual Funds & Stocks

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At the beginning of the first quarter of 2015, only the Large Cap Blend style earns an Attractive-or-better rating. Our style ratings are based on the aggregation of our fund ratings for every ETF and mutual fund in each style.

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Style Rankings For ETFs & Mutual Funds

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At the beginning of the fourth quarter of 2014, only the Large Cap Value and Large Cap Blend styles earn an Attractive rating.

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Danger Zone: Small Cap Blend Investors

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All of the small cap styles earn our Dangerous rating, but Small Cap Blend Investors land in the Danger Zone due to the disproportionately large allocation to the worst funds in the style.

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2Q Best & Worst ETFs and Mutual Funds — By Style — Recap

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This article provides quick access to all our 4Q reports on Style funds.

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Best & Worst ETFs & Mutual Funds: Small Cap Value Style

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The Small Cap Value style ranks twelfth 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 14 ETFs and 262 mutual funds in the Small Cap Value style as of July 19, 2013.

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Best & Worst ETFs & 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 23 ETFs and 639 mutual funds in the Small Cap Blend style as of July 18, 2013.

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

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he All Cap Value style ranks sixth 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 two ETFs and 249 mutual funds in the All Cap Value style as of July 17, 2013.

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2Q Best & Worst ETFs & Mutual Funds – by Style – Recap

Each quarter, we provide the most comprehensive review of equity ETFs and mutual funds available.

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

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The Small-cap Value style ranks twelfth 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 14 ETFs and 276 mutual funds in the Small-cap Value style as of May 3, 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 22 ETFs and 643 mutual funds in the Small-cap Blend style as of May 3, 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 189 mutual funds in the Mid-cap Value style as of May 3, 2013.

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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 mutual funds. Investors cannot trust mutual fund labels or names. They do not tell you enough about what you are getting when you buy a mutual fund.

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How To Find the Best Style ETFs

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Finding the best ETFs is an increasingly difficult task in a world with so many to choose from. Only a careful analysis of an ETF’s holdings can allow investors to find the best ETFs for each style.

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1Q Best & Worst ETFs & Mutual Funds – by Style – Recap

Each quarter, we provide the most comprehensive review of equity ETFs and mutual funds available.

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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 13 ETFs and 269 mutual funds in the small-cap value style as of February 13th, 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 21 ETFs and 648 mutual funds in the small-cap blend style as of February 13th, 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 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 12 ETFs and 196 mutual funds in the mid-cap value style as of February 12th, 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 eighth 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 477 mutual funds in the small-cap growth style as of February 8th, 2013.

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

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The all-cap value style ranks seventh 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 two ETFs and 270 mutual funds in the all-cap value style as of February 7th, 2013.

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Best & Worst ETFs and Mutual Funds: Mid-cap Growth Style

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The mid-cap growth style ranks sixth 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 10 ETFs and 368 mutual funds in the mid-cap growth style as of February 7th, 2013.

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