Finding the best mutual funds is an increasingly difficult task in a world with so many to choose from. How can you pick with so many choices available?
Finding the best mutual funds is an increasingly difficult task in a world with so many to choose from. How can you pick with so many choices available?
Finding the best mutual funds is an increasingly difficult task in a world with so many to choose from. How can you pick with so many choices available?
The All Cap Blend style ranks third out of the twelve fund styles as detailed in our 4Q18 Style Ratings for ETFs and Mutual Funds report. It gets our Attractive rating.
Finding the best mutual funds is an increasingly difficult task in a world with so many to choose from. How can you pick with so many choices available?
The All Cap Blend style ranks third out of the twelve fund styles as detailed in our 3Q18 Style Ratings for ETFs and Mutual Funds report. It gets our Attractive rating.
The All Cap Blend style ranks second out of the twelve fund styles as detailed in our 1Q18 Style Ratings for ETFs and Mutual Funds report. It gets our Attractive rating.
The All Cap Blend style ranks out of third the 12 styles as detailed in the 1Q15 Style Ratings report and receives our Neutral rating. The All Cap Blend style as a whole performed with the Russell 3000 in 2014, increasing 11% to the Russell’s 11%.
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.
The all-cap blend style ranks third 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 33 ETFs and 669 mutual funds in the all-cap blend style as of July 17, 2012.
The All Cap Blend investment style ranks second out of the twelve investment styles as detailed in our style roadmap. It gets my Neutral rating, which is based on aggregation of fund ratings of all 661 funds in the style.
There are no Attractive-rated investment styles. The primary driver behind the Neutral-or-worse ratings is poor portfolio management. Fund managers are simply not picking stocks well. More details in my article