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Diligence Institute

Highlights From New Constructs Investment Research

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. It gets my Dangerous rating, which is based on aggregation of ratings of 10 ETFs and 390 mutual funds in the Mid Cap Growth style as of October 17, 2012.

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

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This report identifies the “best” ETFs and mutual funds based on the quality of their holdings and their costs for each style.

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Investment Style Rankings For ETFs & Mutual Funds

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None of the fund styles earn a rating better than Neutral. See Figure 1 for my rankings on all twelve investment styles. My style ratings are based on the aggregation of my fund ratings for every ETF and mutual fund in each style.

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Best & Worst ETFs and Mutual Funds: Small-cap Growth

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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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Best and Worst Funds: Small-cap Growth Style

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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 fund ratings of 486 small-cap growth funds as of Feb 13th 2012.

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Best and Worst Style Funds

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The best funds have high-quality holdings and low costs. As detailed in “A cheap fund is not always a good fund”, 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.

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