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With so much written about Apple (AAPL), I am amazed that so few have focused on the most important driver of its stock price: the company 270% return on invested capital (ROIC).
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Fund holdings affect fund performance more than fees or past performance. A cheap fund is not necessarily a good fund.
Our research on holdings enables investors’ to find funds with high quality holdings – AND – low fees.
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Tagged:
ConocoPhillips,
COP,
etf screener,
fund screener,
GMO Trust: GMO US Intrinsic Value Fund,
GMVUX,
National Health Investors,
NHI,
stock screener,
UNH,
UnitedHealth Group Inc,
Vanguard REIT Index Fund,
Ventas Inc.,
VGSIX,
VTR
The small-cap value style ranks last out of the twelve fund styles as detailed in my style roadmap. It gets my Dangerous rating, which is based on aggregation of ratings of 16 ETFs and 309 mutual funds in the small-cap value style as of May 2, 2012.
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Tagged:
BPI,
Bridgepoint Education,
EES,
Healthcare Realty Trust,
HR,
James Advantage Funds: James Small Cap Fund,
JASCX,
ProShares Ultra Russell2000 Value,
Touchstone Funds Group Trust: Touchstone Small Cap Value Fund,
TVOAX,
UVT,
WisdomTree SmallCap Earnings Fund
The mid-cap value style ranks eleventh out of the twelve fund styles as detailed in my style roadmap. It gets my Dangerous rating, which is based on aggregation of ratings of 11 ETFs and 217 mutual funds in the mid-cap value style as of May 2, 2012.
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Tagged:
ASH,
Ashland Inc.,
CCE,
Coca-Cola Enterprises,
DNLRX,
etf screener,
EZM,
First Trust Mid Cap Value AlphaDEX Fund,
FNK,
fund screener,
Inc: Dreyfus Active MidCap Fund,
iShares Russell Mid Value Index Fund,
JKI,
MDYV,
MLPSX,
ProFunds: Mid-Cap Value ProFund,
SPDR S&P 400 Mid Cap Value ETF,
stock screener,
Strategic Funds,
WisdomTree MidCap Earnings Fund
The small-cap blend style ranks tenth out of the twelve fund styles as detailed in my style roadmap. It gets my Dangerous rating, which is based on aggregation of ratings of 27 ETFs and 639 mutual funds in the small-cap blend style as of May 1, 2012.
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Tagged:
ADTN,
ADTRAN Inc.,
ELS,
Equity Lifestyle Properties,
Inc: Focused Small-Cap Value Portfolio,
iShares Russell Microcap Index Fund,
IWC,
PXQSX,
SSSAX,
SunAmerica Focused Series,
Virtus Equity Trust: Virtus Quality Small-Cap Fund
The small-cap growth style ranks ninth out of the twelve fund styles as detailed in my style roadmap. It gets my Dangerous rating, which is based on aggregation of ratings of 12 ETFs and 463 mutual funds in the small-cap growth style as of May 1, 2012.
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Tagged:
Bhirud Funds,
BMCGX,
BOSOX,
Boston Trust & Walden Funds: Boston Trust Small Cap Fund,
IDCC,
IJT,
Inc: Apex Mid Cap Growth Fund,
InterDigital Inc.,
iShares S&P SmallCap 600 Growth Index Fund,
PLUG,
Plug Power,
ProShares Ultra Russell2000 Growth,
UKK
The mid-cap blend style ranks eighth out of the twelve fund styles as detailed in my style roadmap. It gets my Dangerous rating, which is based on aggregation of ratings of 20 ETFs and 270 mutual funds in the mid-cap blend style as of May 1, 2012.
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Tagged:
EMM,
ESI,
etf screener,
fund screener,
ITT Educational Services Inc.,
Lord Abbett Securities Trust: Lord Abbett Value Opportunities Fund,
LVOAX,
RDC,
Rowan Companies,
SPDR DJ Wilshire Mid Cap ETF,
stock screener,
Vanguard Mid-Cap ETF,
VO,
Westport Funds: Westport Select Cap Fund,
WPSCX
The mid-cap growth style ranks seventh out of the twelve fund styles as detailed in my style roadmap. It gets my Neutral rating, which is based on aggregation of ratings of ten ETFs and 387 mutual funds in the mid-cap growth style as of May 1, 2012.
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Tagged:
AAN,
Aaron’s Inc.,
ETAGX,
etf screener,
First Trust Mid Cap Growth AlphaDEX Fund,
FNY,
fund screener,
Inc: Class I Shares,
Mutual Fund Series Trust: Eventide Gilead Fund,
NCTWX,
Nicholas II,
NUAN,
Nuance Communications,
stock screener,
Vanguard Mid-Cap Growth ETF,
VOT
HD gets my Neutral rating. In short, Home Depot is a good company that is not a good stock.
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Tagged:
Direxion Daily Retail Bull 3x Shares,
etf screener,
Fidelity Select Portfolios: Construction & Housing Portfolio,
Fidelity Select Portfolios: Construction & Housing Portfolio Direxion Daily Retail Bull 3x Shares Market Vectors Retail ETF Fidelity Select Portfolios: Retailing Portfolio ICON Funds: ICON Consume,
Fidelity Select Portfolios: Retailing Portfolio,
free report,
fund screener,
Home Depot,
ICON Funds: ICON Consumer Discretionary Fund,
Market Vectors Retail ETF,
Professionally Managed Portfolios: Hodges Blue Chip 25 Fund,
stock screener
David is a Wall Street veteran and corporate finance expert.