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Cheap Funds Dupe Investors – 1Q13

Thursday, February 21st, 2013 LCDIG1

Fund holdings affect fund performance more than fees or past performance. A cheap fund is not necessarily a good fund. Investors are good at picking cheap funds. We want them to be better at picking funds with good stocks. Both are required to maximize success.

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

Thursday, October 18th, 2012 AllCapGrowthFig1

The all-cap growth style ranks fifth out of the twelve fund styles as detailed in my style rankings for ETFs and mutual funds. It gets my Neutral rating, which is based on aggregation of ratings of two ETFs and 490 mutual funds in the all-cap growth style as of October 17, 2012.

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