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Highlights From New Constructs Investment Research

How To Avoid the Worst Style ETFs

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Picking from the multitude of style ETFs is a daunting task. There are as many as 45 in any given style and at least 230 ETFs across all styles.

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How to Find the Best Style ETFs

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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

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Picking from the multitude of sector ETFs is a daunting task. In any given sector there may be as many as 44 different ETFs, and there are at least 183 ETFs across all sectors.

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

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The Mid Cap Blend 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 16 ETFs and 324 mutual funds in the Mid Cap Blend style as of October 18, 2013. Prior reports on the best & worst ETFs and mutual funds in every sector and style are here.

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

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The Large Cap Value style ranks second 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 45 ETFs and 765 mutual funds in the Large Cap Value style as of October 18, 2013. Prior reports on the best & worst ETFs and mutual funds in every sector and style are here.

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

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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 22 ETFs and 657 mutual funds in the Large Cap Growth style as of October 17, 2013. Prior reports on the best & worst ETFs and mutual funds in every sector and style are here.

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

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The Large Cap Blend style ranks first 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 33 ETFs and 908 mutual funds in the Large Cap Blend style as of October 17, 2013. Prior reports on the best & worst ETFs and mutual funds in every sector and style are here.

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

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The All Cap Value style ranks fifth 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 2 ETFs and 238 mutual funds in the All Cap Value style as of October 17, 2013. Prior reports on the best & worst ETFs and mutual funds in every sector and style are here.

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

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The All Cap Blend style ranks third 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 39 ETFs and 712 mutual funds in the All Cap Blend style as of October 15th, 2013. Prior reports on the best & worst ETFs and mutual funds in every sector and style are here.

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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. As detailed in “Low-Cost Funds Dupe Investors”, 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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4Q Best & Worst ETFs & Mutual Funds—by Sector—Recap

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

This article provides quick access to all our 4Q reports on sector funds.

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Best & Worst ETFs & Mutual Funds: Utilities Sector

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The Utilities sector ranks tenth 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 eight ETFs and 33 mutual funds in the Utilities sector as of October 11, 2013. Prior reports on the best & worst ETFs and mutual funds in every sector are here.

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Best & Worst ETFs & Mutual Funds: Materials Sector

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The Materials sector ranks seventh 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 10 ETFs and 15 mutual funds in the Materials sector as of October 10, 2013. Prior reports on the best & worst ETFs and mutual funds in every sector are here.

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Best & Worst ETFs & Mutual Funds: Energy Sector

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The Energy 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 18 ETFs and 70 mutual funds in the Energy sector as of October 10, 2013. Prior reports on the best & worst ETFs and mutual funds in every sector are here.

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Best & Worst ETFs & Mutual Funds: Information Technology Sector

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The Information Technology sector ranks second out of the ten sectors as detailed in my Sector Rankings for ETFs and Mutual Funds report. It gets my Neutral rating, which is based on aggregation of ratings of 27 ETFs and 132 mutual funds in the Information Technology sector as of October 9th, 2013. Prior reports on the best & worst ETFs and mutual funds in every sector are here.

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Best & Worst ETFs & Mutual Funds: Industrials Sector

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The Industrials sector ranks fourth out of the ten sectors as detailed in my Sector Rankings for ETFs and Mutual Funds report. It gets my Neutral rating, which is based on aggregation of ratings of 16 ETFs and 18 mutual funds in the Industrials sector as of October 8, 2013. Prior reports on the best & worst ETFs and mutual funds in every sector are here.

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Best & Worst ETFs & Mutual Funds: Health Care Sector

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The Health Care sector ranks sixth 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 21 ETFs and 71 mutual funds in the Health Care sector as of October 4, 2013. Prior reports on the best & worst ETFs and mutual funds in every sector are here.

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Best & Worst ETFs & Mutual Funds: Financials Sector

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The Financials sector ranks ninth 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 44 ETFs and 230 mutual funds in the Financials sector as of October 7, 2013. Prior reports on the best & worst ETFs and mutual funds in every sector are here.

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Best & Worst ETFs & Mutual Funds: Consumer Staples Sector

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The Consumer Staples sector ranks first out of the ten sectors as detailed in my Sector Rankings for ETFs and Mutual Funds report. It gets my Attractive rating, which is based on an aggregation of ratings of eight ETFs and eight mutual funds in the Consumer Staples sector as of October 3, 2013. Prior reports on the best & worst ETFs and mutual funds in every sector are here.

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Best & Worst ETFs & Mutual Funds: Consumer Discretionary Sector

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The Consumer Discretionary sector ranks third out of the ten sectors as detailed in my Sector Rankings for ETFs and Mutual Funds report. It gets my Neutral rating, which is based on aggregation of ratings of 17 ETFs and 21 mutual funds in the Consumer Discretionary sector as of October 4th, 2013. Prior reports on the best & worst ETFs and mutual funds in every sector are here.

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