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Diligence Institute

Highlights From New Constructs Investment Research

Investment Style Rankings For ETFs & Mutual Funds

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No fund style earns better than my Neutral rating going into 1Q14. 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: Mid-cap Blend Style

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The mid-cap blend style ranks ninth 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 17 ETFs and 332 mutual funds in the mid-cap blend style as of February 8th, 2013.

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Low-Cost Funds Dupe Investors – 4Q2012

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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 fund holdings enables investors to find funds with high quality holdings – AND – low fees.

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

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The large-cap growth style ranks second 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 25 ETFs and 707 mutual funds in the large-cap growth style as of October 12, 2012.

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