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All Cap Growth Style

Thursday, September 11th, 2014 BW Final-3rd

The All Cap Growth style ranks fourth out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report.

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How to Find The Best Style Mutual Funds

Monday, August 18th, 2014 BW Final-3rd

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

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Rating Breakdown: Best & Worst ETFs, Mutual Funds & Stocks by Style

Friday, July 25th, 2014 BW Final-3rd

This report identifies the “best” ETFs and mutual funds based on the quality of their holdings and their costs.

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How To Find the Best Style Mutual Funds

Wednesday, May 7th, 2014 BW-Final2

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

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All Cap Growth Style

Monday, April 21st, 2014 BW-Final2

The All Cap Growth style ranks sixth 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

Wednesday, April 16th, 2014 BW-Final2

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

Thursday, April 3rd, 2014 images

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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How To Find the Best Style Mutual Funds

Wednesday, February 19th, 2014 BW Final

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

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All Cap Growth Style

Thursday, January 30th, 2014 BW Final

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 2 ETFs and 448 mutual funds in the All Cap Growth style as of January 28, 2014.

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Rating Breakdown: Best & Worst ETFs & Mutual Funds by Style

Thursday, January 30th, 2014 Screen shot 2014-01-30 at 10.22.40 AM

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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How To Find the Best Style Mutual Funds

Friday, November 8th, 2013 Screen shot 2013-11-08 at 2.01.44 PM

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

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

Tuesday, October 22nd, 2013 Screen shot 2013-10-22 at 4.32.55 PM

The All 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 2 ETFs and 453 mutual funds in the All Cap Growth style as of October 16, 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

Friday, October 18th, 2013 Screen shot 2013-10-18 at 1.16.38 PM

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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How to Find the Best Style Mutual Funds

Wednesday, July 31st, 2013 htftbstylemfs1

There are at least 6100 mutual funds across all styles. Do investors need that many choices? How different can these thousands of mutual funds be?

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How to Find the Best Style Mutual Funds

Friday, June 14th, 2013 HTFBSMF_614

There are at least 980 different large cap blend mutual funds and at least 6100 mutual funds across all styles. Do investors need that many choices? How different can these thousands of mutual funds be?

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Buy Accenture (ACN): Profiting Off Others’ Innovations

Thursday, May 16th, 2013 ACNG

No matter what time range I review, Accenture’s history attests to the quality of its management and business model.

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Cheap Funds Dupe Investors – 1Q13

Thursday, February 21st, 2013 LCDIG1

Fund holdings affect fund performance more than fees or past performance. A cheap fund is not necessarily a good fund. Investors are good at picking cheap funds. We want them to be better at picking funds with good stocks. Both are required to maximize success.

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

Thursday, October 18th, 2012 AllCapGrowthFig1

The all-cap growth style ranks fifth 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 two ETFs and 490 mutual funds in the all-cap growth style as of October 17, 2012.

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