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

Wednesday, February 13th, 2013 ACVG2

The all-cap value style ranks seventh 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 two ETFs and 270 mutual funds in the all-cap value style as of February 7th, 2013.

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1Q Best & Worst ETFs & Mutual Funds—by Sector—Recap

Friday, February 1st, 2013 ACVT1

Each quarter, we provide the most comprehensive review of equity ETFs and mutual funds available. We review the Best & Worst ETFs and Mutual Funds by sector and style.

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4Q Best & Worst ETFs & Mutual Funds – by Style – Recap

Monday, October 22nd, 2012 4Q Best & Worst ETFs & Mutual Funds – by Style – Recap

This article provides quick access to all our 4Q reports on Style funds. I also provide a link to all of our 4Q sector reports.

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Best & Worst ETFs and Mutual Funds: Large Cap Blend Style

Friday, October 12th, 2012 LargeCapValueFig1

The Large Cap Blend style ranks first 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 39 ETFs and 1,046 mutual funds in the Large Cap Blend style as of October 12, 2012.

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

Friday, October 12th, 2012 StyleBreakdownFig3

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

Thursday, October 11th, 2012 StyleRankingsFig1

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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4Q Best & Worst ETFs & Mutual Funds – by Sector – Recap

Thursday, October 11th, 2012 4Q Best & Worst ETFs & Mutual Funds – by Sector – Recap

This post provides quick access to all 14 reports we published on the Best & Worst ETFs and Mutual Funds by sector.

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4Q12 Best & Worst ETFs & Mutual Funds – by Sector – Preview

Monday, October 8th, 2012 4Q12 Best & Worst ETFs & Mutual Funds – by Sector – Preview

Each quarter, we provide the most comprehensive review of equity ETFs and mutual funds available. We review the Best & Worst ETFs and Mutual Funds by sector and style.

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Slow & Steady Wins The Race: Buy XOM

Tuesday, August 7th, 2012 Fig2_XOM_SPOW

Sometimes, picking stocks is easy if you focus on the basic principles of cash flows, valuation and competitive advantage.

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3Q Best & Worst ETFs & Mutual Funds – by Style – Recap

Friday, July 20th, 2012 3Q Best & Worst ETFs & Mutual Funds – by Style – Recap

Each quarter, we provide the most comprehensive review of equity ETFs and mutual funds available. We review the Best & Worst ETFs and Mutual Funds by sector and style.
This article provides quick access to all our reports on Style funds.

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Cheap Funds Dupe Investors: 3Q12

Friday, July 20th, 2012 DupeInvestors1

Fund holdings affect fund performance more than fees or past performance. A cheap fund is not necessarily a good fund. A fund that has done well in the past is not likely to do well in the future (e.g. 5-star kiss of death). Yet, traditional fund research focuses only on low fees and past performance.

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Best & Worst ETFs and Mutual Funds: Small-cap Value Style

Friday, July 20th, 2012 SmallCapValue1

The small-cap value style ranks last 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 16 ETFs and 311 mutual funds in the small-cap value style as of July 20, 2012.

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

Friday, July 20th, 2012 MidCapValue1

The mid-cap value style ranks eleventh out of the twelve fund styles as detailed in my style roadmap. It gets my Dangerous rating, which is based on an aggregation of the ratings of 12 ETFs and 206 mutual funds in the mid-cap value style as of July 19, 2012.

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

Thursday, July 19th, 2012 SmallCapGrowth1

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 478 mutual funds in the small-cap growth style as of July 19, 2012.

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

Wednesday, July 18th, 2012 MidCapGrowth1

The mid-cap growth style ranks seventh out of the twelve fund styles as detailed in my style roadmap. It gets my Neutral rating, which is based on aggregation of ratings of 10 ETFs and 367 mutual funds in the mid-cap growth style as of July 18, 2012.

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

Wednesday, July 18th, 2012 AllCapValue1

The all-cap value style ranks sixth out of the twelve fund styles as detailed in my style roadmap. It gets my Neutral rating, which is based on an aggregation of the ratings of 2 ETFs and 285 mutual funds in the all-cap value style as of July 18, 2012.

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

Wednesday, July 18th, 2012 AllCapGrowth1

The all-cap growth style ranks fifth out of the twelve fund styles as detailed in my style roadmap. It earns my Neutral rating, which is based on aggregation of ratings of 2 ETFs and 436 mutual funds in the all-cap growth style as of July 18, 2012.

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

Tuesday, July 17th, 2012 LargeCapValue1

The large-cap value style ranks fourth out of the twelve fund styles as detailed in my style roadmap. It gets my Neutral rating, which is based on an aggregation of the ratings of 38 ETFs and 744 mutual funds in the large-cap value style as of July 17, 2012.

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

Tuesday, July 17th, 2012 LargeCapBlend1

The large-cap blend style ranks second out of the twelve fund styles as detailed in my style roadmap. It gets my Neutral rating, which is based on aggregation of ratings of 40 ETFs and 1127 mutual funds in the large-cap blend style as of July 17, 2012.

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

Monday, July 16th, 2012 LargeCapGrowth1

The large-cap growth style ranks the best out of the twelve fund styles as detailed in my style roadmap. It gets my Neutral rating, which is based on aggregation of ratings of 26 ETFs and 724 mutual funds in the large-cap growth style as of July 16, 2012.

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