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Small Cap Value Style

Wednesday, September 24th, 2014 BW Final-3rd

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.

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Small Cap Growth Style

Tuesday, September 23rd, 2014 BW Final-3rd

The Small Cap Growth style ranks tenth out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report.

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Small Cap Blend Style

Monday, September 22nd, 2014 BW Final-3rd

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.

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Has the Morningstar Rating System Become a Costly Prophecy for Mutual Fund Investors?

Friday, September 19th, 2014 6945160410_a19c865aec_m

The market not only needs multiple voices analyzing mutual funds, but also holdings-based research that offers an alternative to Morningstar’s backward-looking ratings. The more voices we have in the market, the healthier it will be.

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Mid Cap Value Style

Friday, September 19th, 2014 BW Final-3rd

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.

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Mid Cap Growth Style

Thursday, September 18th, 2014 BW Final-3rd

The Mid Cap Growth style ranks seventh out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report.

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Mid Cap Blend Style

Wednesday, September 17th, 2014 BW Final-3rd

The Mid Cap Blend style ranks eighth out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report.

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Large Cap Value Style

Tuesday, September 16th, 2014 BW Final-3rd

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.

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Large Cap Blend Style

Monday, September 15th, 2014 BW Final-3rd

The Large Cap Blend style ranks first out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report.

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All Cap Value Style

Friday, September 12th, 2014 BW Final-3rd

The All Cap Value style ranks fifth out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report.

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All Cap Growth Style

Thursday, September 11th, 2014 BW Final-3rd

The All Cap Growth style ranks fourth out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report.

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All Cap Blend Style

Wednesday, September 10th, 2014 BW Final-3rd

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.

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Utilities Sector

Tuesday, September 9th, 2014 BW Final-3rd

The Utilities sector ranks tenth out of the ten sectors as detailed in my Sector Rankings for ETFs and Mutual Funds report.

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Telecom Services Sector

Monday, September 8th, 2014 BW Final-3rd

The Telecom Services sector ranks fifth out of the ten sectors as detailed in my Sector Rankings for ETFs and Mutual Funds report.

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Materials Sector

Friday, September 5th, 2014 BW Final-3rd

The Materials sector ranks seventh out of the ten sectors as detailed in my Sector Rankings for ETFs and Mutual Funds report.

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Health Care Sector

Thursday, September 4th, 2014 BW Final-3rd

The Health Care sector ranks sixth out of the ten sectors as detailed in my Sector Rankings for ETFs and Mutual Funds report.

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Information Technology Sector

Wednesday, September 3rd, 2014 BW Final-3rd

The Information Technology sector ranks third out of the ten sectors as detailed in my Sector Rankings for ETFs and Mutual Funds report.

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Financials Sector

Tuesday, September 2nd, 2014 BW Final-3rd

The Financials sector ranks ninth out of the ten sectors as detailed in my Sector Rankings for ETFs and Mutual Funds report.

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Energy Sector

Thursday, August 28th, 2014 BW Final-3rd

The Energy sector ranks eighth out of the ten sectors as detailed in my Sector Rankings for ETFs and Mutual Funds report.

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Consumer Staples Sector

Wednesday, August 27th, 2014 BW Final-3rd

The Consumer Staples sector ranks first out of the ten sectors as detailed in my Sector Rankings for ETFs and Mutual Funds report.

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