January 28, 2013 – 4:40 pm
This report focuses on my top picks and pans for all sector funds. I will follow this summary with a detailed report on each sector.
By David Trainer
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Posted in ETF Research, Mutual Fund Research
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Also tagged BULIX, Consumer Staples Select Sector SPDR, Energy Select Sector SPDR, FCG, First Trust NASDAQ Technology Dividend Index Fund, FIUIX, FSHOX, GMORX, ICHEX, ICON Funds: ICON Industrials Fund, ICTRX, iShares FTSE NAREIT Mortgage REITs Index Fund, ISTEX, ITB, IYZ, KREAX, Materials Select Sector SPDR, PHLAX, PRMTX, PXN, RCD, REM, RPFGX, RYBMX, RYCSX, Rydex S&P Equal Weight Consumer Discretionary, RYELX, RYPDX, RYRTX, RYTLX, RYTSX, RYUTX, SBMBX, SCHH, SFPAX, SHPAX, SSGRX, T Rowe Price Media & Telecommunications Fund, TDIV, Utilities Select Sector SPDR, VAW, VCR, VDC, VDE, vgt, VHT, VIS, VOX, VPU, XBI, XLB, XLE, XLP, XLU, XLV, XME, XTN
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November 30, 2012 – 4:07 pm
Finding the best ETFs is an increasingly difficult task in a world where a new ETF seems to be born every 10 seconds.
By David Trainer
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Posted in ETF Research
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Also tagged Altria Group, BAC, Bank of America, C, Citigroup, Energy Select Sector SPDR, First Trust NASDAQ Technology Dividend Index Fund, JNJ, Johnson & Johnson, JP Morgan, JPM, Materials Select Sector SPDR, MO, TDIV, Technology Select Sector SPDR, Utilities Select Sector SPDR, XLB, XLE, xlk, XLU, XLV
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October 9, 2012 – 1:52 pm
The Health Care sector ranks third out of the ten sectors as detailed in my sector rankings for ETFs and mutual funds. It gets my Neutral rating, which is based on aggregation of ratings of 21 ETFs and 91 mutual funds in the Health Care sector as of October 9, 2012.
By David Trainer
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Posted in ETF Research, Mutual Fund Research
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Also tagged BBH, BIB, FBT, FBTAX, FBTBX, FBTTX, Fidelity Advisors Series VII: Fidelity Advisor Biotechnology Fund, FSHCX, health care ETFs, IBB, IHF, IYH, KRXAX, PHLAX, PowherShares Dynamic Healthcare, ProShares Ultra Health Care, PTH, RXL, Rydex S&P Equal Weight Health Care ETF, RYH, RYHIX, SPDR S&P Biotech ETF, Vanguard World Funds: Vanguard Health Care Index Fund, VGHAX, VGHCX, VHCIX, VHT, XBI, XLV, XPH
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October 9, 2012 – 9:38 am
This article explains how I determine the best ETFs in the 25 reports I publish each quarter on the Best & Worst ETFs and Mutual Funds Series by Sector and Style. Here is my 4Q Best & Worst preview. I follow these steps:
By David Trainer
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Posted in ETF Research, Mutual Fund Research, Stock Picks and Pans
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Also tagged DTN, HDV, iShares Dow Jones U.S. Health Care Index Fund, iShares High Dividend Equity Fund, IYH, JNJ, Johnson & Johnson, PowerShares Dynamic LargeCap Value, PWV, Vanguard Health Care ETF, Verizon, VHT, VZ, WisdomTree Dividend ex-Financials Fund, XLV
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October 8, 2012 – 2:52 pm
This report focuses on my top picks and pans for all sector funds. I will follow this summary with a detailed report on each sector.
By David Trainer
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Posted in ETF Research, Mutual Fund Research
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Also tagged FBTAX, Fidelity Advisor Series VII: Fidelity Advisor Biotechnology Fund, JNJ, Johnson & Johnson, Low-cost funds dupe investors, portfolio management rating, Predictive Rating system, Regeneron Pharmaceuticals Inc., REGN, The Danger Within, Total Annual Costs rating, XLV
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October 8, 2012 – 2:37 pm
At the outset of the fourth quarter of 2012, only a single sector earns an attractive rating. My sector ratings are based on the aggregation of my fund ratings for every ETF and mutual fund in each sector.
By David Trainer
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Posted in ETF Research, Mutual Fund Research
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Also tagged Consumer Staples sector, free ETF screener, free mutual fund screener, IRSAX, Ivy Funds: Ivy Real Estate Securities Fund, JNJ, Johnson & Johnson, predictive ETF rating, predictive mutual fund rating, predictive ratings, Simon Property Group, SPG, Total Annual Cost, XLV
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The Health Care sector ranks third out of the ten sectors as detailed in my sector roadmap. It gets my Neutral rating, which is based on aggregation of the ratings of 22 ETFs and 83 mutual funds in the Health Care sector as of July 11, 2012.
By David Trainer
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Posted in ETF Research, Mutual Fund Research, Stock Picks and Pans
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Also tagged ABC, AmerisourceBergen Corporation, FBT, FBTAX, Fidelity Advisor Series VII: Fidelity Advisor Biotechnology Fund, First Trust NYSE Arca Biotechnology Index Fund, MDAS, MedAssets Inc., Vanguard World Funds: Vanguard Health Care Index Fund, VHCIX, XLV
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The best ETFs and mutual funds have high-quality holdings and low 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. The following is a summary of my top picks and pans for all sector funds. I will follow this summary with a detailed report on each sector.
By David Trainer
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Posted in ETF Research, Mutual Fund Research, Stock Picks and Pans
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Also tagged BlackRock Funds: BlackRock Energy & Resources Portfolio, BMY, Bristol Myers Squibb, Energy XXI Ltd., EXXI, Rydex Series Funds: Electronics Fund, RYELX, SSGRX, XLV
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The Health Care sector ranks 2nd out of the ten sectors as detailed in my sector roadmap. It gets my Neutral rating, which is based on aggregation of ratings of 22 ETFs and 86 mutual funds in the Health Care sector as of April 13, 2012.
By David Trainer
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Posted in ETF Research, Mutual Fund Research
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Also tagged Amgen, AMGN, AMLN, Amylin Pharmaceuticals Inc, etf screener, fund screener, health care ETFs, Health Care funds, ICHCX, ICON Healthcare Funds, Predictive Fund Ratings, sector raodmap, stock screener, XLV
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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. There are lots of cheap funds, but there are too few funds with high-quality holdings.
By David Trainer
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Posted in ETF Research, Mutual Fund Research
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Also tagged Abbott Laboratories, ABT, etf screener, FBTAX, Fidelity Advisors Series VII: Fidelity Advisor Biotechnology Fund, free fund screener, Merck & Co., MRK, SIGA, SIGA Technologies, stock screener, XLV
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