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Diligence Institute

Highlights From New Constructs Investment Research

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.

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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.

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Johnson & Johnson is a Safe Pick in a Dangerous Market

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JNJ is not a get rich quick stock that will double within a year, but it is a safe investment with limited downside risk and significant upside potential. A safe investment like JNJ could benefit a lot of investors in such a risky market.

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Large Cap Blend Style

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The Large Cap Blend 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 35 ETFs and 886 mutual funds in the Large Cap Blend style as of January 27, 2014.

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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 989 mutual funds in the Large-cap Blend style as of April 26, 2013.

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Investment Style Rankings For ETFs & Mutual Funds

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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 Find the Best Style Mutual Funds

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Finding the best mutual funds is an increasingly difficult task in a world with so many mutual funds. Investors cannot trust mutual fund labels or names. They do not tell you enough about what you are getting when you buy a mutual fund.

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

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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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Investment Style Rankings For ETFs & Mutual Funds

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None of the fund styles earn a rating better than Neutral. 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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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. 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

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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

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

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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 Style ETFs & Mutual Funds

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

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The large-cap blend style ranks first 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 1193 mutual funds in the large-cap blend style as of April 24, 2012.

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Best & Worst Style ETFs & Mutual Funds

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The best ETFs and mutual funds have high-quality holdings and low costs. As detailed in “A cheap fund is not always a good fund”, 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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Best and Worst Funds: Large Cap Blend Style

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The Large Cap Blend investment style ranks first out of the twelve investment styles as detailed in my style roadmap. It gets my Neutral rating, which is based on aggregation of fund ratings of all 1222 funds in the style.

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