October 25, 20180Comments

Large Cap Blend Style 4Q18: Best and Worst

The Large Cap Blend style ranks second out of the twelve fund styles as detailed in our 4Q18 Style Ratings for ETFs and Mutual Funds report. It gets our Attractive rating.

by Kyle Guske II, Senior Investment Analyst, MBA

April 3, 20140Comments

Johnson & Johnson is a Safe Pick in a Dangerous Market

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.

by David Trainer, Founder & CEO

January 31, 20140Comments

Large Cap Blend Style

The Large Cap Blend style ranks second 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 35 ETFs and 886 mutual funds in the Large Cap Blend style as of January 27, 2014.

by David Trainer, Founder & CEO

July 16, 20130Comments

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

The Large Cap Blend style ranks first 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 31 ETFs and 955 mutual funds in the Large Cap Blend style as of July 11, 2013.

by David Trainer, Founder & CEO

July 20, 20120Comments

Cheap Funds Dupe Investors: 3Q12

Fund holdings affect fund performance more than fees or past performance. A cheap fund is not necessarily a good fund. A fund that has done well in the past is not likely to do well in the future (e.g. 5-star kiss of death). Yet, traditional fund research focuses only on low fees and past performance.

by David Trainer, Founder & CEO