Small Cap Value Style

BW_Final-4q14

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 15 ETFs and 263 mutual funds in the Small Cap Value style as of January 30, 2014.

Continue Reading →

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

BW_Final-4q14

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 15 ETFs and 236 mutual funds in the Small Cap Value style as of October 24, 2013.

Continue Reading →

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

BW_Final-4q14

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.

Continue Reading →

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

SB4

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 →

How to Find the Best Style Mutual Funds

HTFBSMF_614

There are at least 980 different large cap blend mutual funds and at least 6100 mutual funds across all styles. Do investors need that many choices? How different can these thousands of mutual funds be?

Continue Reading →

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

SCVT1

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.

Continue Reading →

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

SCVT3

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.

Continue Reading →