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Industrials Sector

Friday, April 11th, 2014 BW Final2

The Industrials sector ranks second out of the ten sectors as detailed in my Sector Rankings for ETFs and Mutual… Read more >>

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Best & Worst ETFs and Mutual Funds: Small Cap Value Style

Thursday, October 31st, 2013 4Q13_SmallCapValue52

The Small Cap Value style ranks last 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 15 ETFs and 236 mutual funds in the Small Cap Value style as of October 24, 2013.

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

Thursday, October 31st, 2013 4Q13_SmallCapBlend5

The Small Cap Blend style ranks eleventh 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 24 ETFs and 629 mutual funds in the Small Cap Blend style as of October 24, 2013.

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Best & Worst ETFs and Mutual Funds: Mid Cap Value Style

Thursday, October 31st, 2013 4Q13_MidCapValue4

The Mid Cap Value 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 12 ETFs and 190 mutual funds in the Mid Cap Value style as of October 22, 2013.

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Best & Worst ETFs and Mutual Funds: Mid Cap Growth Style

Wednesday, October 30th, 2013 4Q13_MidCapGrowth5

The Mid Cap Growth style ranks eighth out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Neutral rating, which is based on aggregation of ratings of 10 ETFs and 360 mutual funds in the Mid Cap Growth style as of July 16, 2013.

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Investment Style Rankings for ETFs and Mutual Funds

Thursday, October 17th, 2013 4Q13Rankings_13

No fund style earns better than a Neutral rating going into 4Q13. 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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How to Avoid the Worst Style ETFs

Monday, July 29th, 2013 htawsetfs2

Picking from the multitude of style ETFs is a daunting task. There are as many as 42 in any given style and at least 223 ETFs across all styles.

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How to Find the Best Style ETFs

Friday, July 26th, 2013 htfbstyleetfs1

Finding the best ETFs is an increasingly difficult task in a world with so many to choose from.

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How to Avoid the Worst Sector ETFs

Friday, July 26th, 2013 HTFTBSETFS1

Fund holdings affect fund performance more than fees or past performance. Why are there so many ETFs? The answer is: because ETF providers are making lots of money selling them.

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How To Find the Best Sector ETFs

Wednesday, July 24th, 2013 htfbsetfs1

There are at least 27 different Information Technology ETFs and at least 173 ETFs across all sectors. Do investors need that many choices? How different can the ETFs be?

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

Wednesday, July 17th, 2013 largecapgrowth5

The Large Cap Growth style ranks fourth out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Neutral rating, which is based on aggregation of ratings of 23 ETFs and 685 mutual funds in the Large Cap Growth style as of July 12, 2013.

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2Q Best & Worst ETFs & Mutual Funds – by Style – Recap

Thursday, May 16th, 2013 2Q Best & Worst ETFs & Mutual Funds – by Style – Recap

Each quarter, we provide the most comprehensive review of equity ETFs and mutual funds available.

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Best & Worst ETFs & Mutual Funds: Telecom Sector

Friday, February 1st, 2013 Telecom Table 3

The Telecom sector ranks eighth out of the ten sectors as detailed in my Sector Rankings for ETFs and Mutual Funds report. It gets my dangerous rating, which is based on aggregation of ratings of four ETFs and twelve mutual funds in the Telecom sector as of January 29, 2013.

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ETFs vs Mutual Funds: The Winner Is…

Tuesday, November 22nd, 2011 Eyes

The radically higher number of US equity mutual funds (4,700+) versus ETFs (380+) is not indicative of better stock selection from active management. On the contrary, the vast majority of actively-managed funds do not justify the higher fees they charge. They do not, in terms of stock selection and expected returns, add value versus passively managed benchmarks.

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