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How to Avoid the Worst Style Mutual Funds

Tuesday, August 6th, 2013 htawstylemf2

Why are there so many mutual funds? The answer is because mutual fund providers are making lots of money selling them. The number of mutual funds has little to do with serving investors’ best interests.

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

Wednesday, July 17th, 2013 allcapblend5

The All Cap Blend style ranks third 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 36 ETFs and 704 mutual funds in the All Cap Blend style as of July 12, 2013.

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

Tuesday, July 16th, 2013 SB4

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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Bail Out of DAL Before the Stock Crashes

Friday, May 18th, 2012 DAL_EEvEPS

I recommend investors avoid Delta Airlines (DAL). I think the stock could see significant downward pressure as more investors realize how the company is propping up its earnings with relatively aggressive accounting for its pension and postretirement plan (“pensions”), which are already seriously underfunded.

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