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Investment Style Rankings For ETFs, Mutual Funds & Stocks

Thursday, July 24th, 2014 BW Final-3rd

At the beginning of the third quarter of 2014, only the Large Cap Blend style earns an Attractive rating. 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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1Q Best & Worst ETFs and Mutual Funds — By Style — Recap

Friday, February 7th, 2014 BW Final

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 4Q reports on Style funds.

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

Thursday, July 25th, 2013 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 3Q reports on Style funds.

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How To Find the Best Style ETFs

Friday, May 24th, 2013 BSTET1

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

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Investment Style Rankings For ETFs & Mutual Funds

Wednesday, May 1st, 2013 STT7

No fund style earns better than a Neutral rating at the beginning of the second quarter of 2013. 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 Mutual Funds

Friday, April 12th, 2013 Screen shot 2013-04-12 at 1.21.40 PM

Picking from the multitude of style mutual funds is a daunting task. There are as many as 1,019 in any given style and at least 6,130 mutual funds across all styles.

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How To Find the Best Style ETFs

Thursday, March 14th, 2013 HTFBSET1

Finding the best ETFs is an increasingly difficult task in a world with so many to choose from. Only a careful analysis of an ETF’s holdings can allow investors to find the best ETFs for each style.

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1Q Best & Worst ETFs & Mutual Funds – by Style – Recap

Friday, February 22nd, 2013 1Q 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 and Mutual Funds: Small-cap Value Style

Tuesday, February 19th, 2013 SCVT3

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 13 ETFs and 269 mutual funds in the small-cap value style as of February 13th, 2013.

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

Thursday, February 14th, 2013 SCBG2

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 21 ETFs and 648 mutual funds in the small-cap blend style as of February 13th, 2013.

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

Thursday, February 14th, 2013 MCVG2

The mid-cap value style ranks tenth 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 196 mutual funds in the mid-cap value style as of February 12th, 2013.

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

Wednesday, February 13th, 2013 SCGG2

The small-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 Dangerous rating, which is based on aggregation of ratings of 11 ETFs and 477 mutual funds in the small-cap growth style as of February 8th, 2013.

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

Wednesday, February 13th, 2013 MCGG2

The mid-cap growth style ranks sixth 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 368 mutual funds in the mid-cap growth style as of February 7th, 2013.

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

Tuesday, February 12th, 2013 ACGG2

The all-cap growth 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 two ETFs and 440 mutual funds in the all-cap growth style as of February 6th, 2013.

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

Tuesday, February 12th, 2013 LCGG2

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 694 mutual funds in the large-cap growth style as of February 6th, 2013.

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

Thursday, February 7th, 2013 LCVG2

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 39 ETFs and 728 mutual funds in the large-cap value style as of February 5th, 2013.

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

Thursday, February 7th, 2013 LCBG2

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 944 mutual funds in the large-cap blend style as of February 1st, 2013.

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Roadmap to the Best and Worst Fund Styles

Friday, February 10th, 2012 BWfundStyles2

There are no Attractive-rated investment styles. The primary driver behind the Neutral-or-worse ratings is poor portfolio management. Fund managers are… Read more >>

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