Tag Archives: JNJ

Investment Style Rankings For ETFs & Mutual Funds

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.

How To Avoid the Worst Sector ETFs

Why are there so many ETFs? The answer is: because ETF providers are making lots of money selling them. The number of ETFs has little to do with serving investors’ best interests. Here are three red flags investors can use to avoid the worst ETFs…

How To Find the Best Sector ETFs

Finding the best ETFs is an increasingly difficult task in a world where a new ETF seems to be born every 10 seconds.

How To Find the Best ETFs

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:

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

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.

Sector Rankings For ETFs & Mutual Funds

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.

Best & Worst Style ETFs & Mutual Funds

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.

Best and Worst Funds: Health Care Sector

The Health Care sector ranks third out of the ten major sectors as detailed in our sector roadmap. It gets my Neutral rating.

Large-Cap Value Has 36 Aliases in ETF World

There are 36 “large cap value” ETFs. Per Figure 1, these 36 ETFs have drastically different stock holdings and, therefore, allocations. The lowest number of holdings is 30 while the highest is 1178.
How do investors pick the ETF that will deliver the best performance?