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Best & Worst ETFs and Mutual Funds: Mid-cap Blend Style

Thursday, February 14th, 2013 MCBG2

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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Cheap Funds Dupe Investors – 4Q2012

Monday, October 22nd, 2012 LowCostsDupeFig1

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

Friday, October 12th, 2012 LargeCapGrowthFig1

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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