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Small Cap Value Style

Tuesday, April 29th, 2014 BW-Final2

The Small Cap Value style ranks twelfth out of the twelve fund styles as detailed in my Style Rankings for… Read more >>

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How To Avoid the Worst Style ETFs

Friday, February 14th, 2014 BW Final

Picking from the multitude of style ETFs is a daunting task. In any given style there may be as many as 48 different ETFs, and there are at least 236 ETFs across all styles.

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Small Cap Value Style

Thursday, February 6th, 2014 BW Final

The Small Cap Value style ranks twelfth 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 15 ETFs and 263 mutual funds in the Small Cap Value style as of January 30, 2014.

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Best & Worst ETFs and Mutual Funds: Small Cap Value Style

Thursday, October 31st, 2013 4Q13_SmallCapValue52

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 15 ETFs and 236 mutual funds in the Small Cap Value style as of October 24, 2013.

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Danger Zone 8/5/13: American Century Capital Small Cap Value Fund (ACSCX)

Monday, August 5th, 2013 Danger Zone 8/5/13: American Century Capital Small Cap Value Fund (ACSCX)

American Century Capital Portfolios, Inc: Small Cap Value Fund (ACSCX) is in the Danger Zone this week. ACSCX is bad news for investors from almost any angle. ACSCX has extremely high fees, low quality holdings, and a significant portion of its holdings are not consistent with its stated style exposure.

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Best & Worst ETFs & Mutual Funds: Small Cap Value Style

Tuesday, July 23rd, 2013 SCVF1

The Small Cap Value style ranks twelfth 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 14 ETFs and 262 mutual funds in the Small Cap Value style as of July 19, 2013.

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Danger Zone 6/10/13: “Passive” Investors

Tuesday, June 11th, 2013 Danger Zone 6/10/13: “Passive” Investors

Passive investors are in the Danger Zone for not recognizing that they are actually active investors.

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

Thursday, May 16th, 2013 SCVT1

The Small-cap Value style ranks twelfth 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 14 ETFs and 276 mutual funds in the Small-cap Value style as of May 3, 2013.

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How To Avoid the Worst Style ETFs

Tuesday, January 15th, 2013 AvoidWorstStyleETFsFig1

Picking from the multitude of style ETFs is a daunting task. There are as many as 40 in any given style and at least 217 ETFs across all styles.

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Danger Zone 12/31/2012: iShares S&P MidCap 400 Growth Index Fund (IJK)

Monday, December 31st, 2012 DangerZone20121231

Check out my latest Danger Zone interview with Chuck Jaffe of MarketWatch.com.
iShares S&P MidCap 400 Growth Index Fund (IJK) is in the Danger Zone this week.

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

Monday, October 22nd, 2012 SmallCapValueFig1

The small-cap value style ranks last out of the twelve fund styles as detailed in my style rankings for ETFs and mutual funds. It gets my Dangerous rating, which is based on aggregation of ratings of 13 ETFs and 263 mutual funds in the small-cap value style as of October 22, 2012.

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Best and Worst Funds: Small-cap Value Style

Thursday, February 16th, 2012 SmallCapValue1

The small-cap value style ranks last out of the twelve fund styles as detailed in my style roadmap. It gets my Dangerous rating, which is based on aggre­gation of fund ratings of 327 small-cap value funds as of Feb 15th 2012.

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