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Mid Cap Value Style

Friday, April 25th, 2014 BW-Final2

The Mid Cap Value style ranks seventh 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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Mid Cap Value Style

Tuesday, February 4th, 2014 BW Final

The Mid Cap Value style ranks tenth out of the twelve 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 11 ETFs and 184 mutual funds in the Mid Cap Value style as of January 28th, 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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Best & Worst ETFs and Mutual Funds: Mid Cap Value Style

Thursday, October 31st, 2013 4Q13_MidCapValue4

The Mid Cap Value style ranks ninth 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 12 ETFs and 190 mutual funds in the Mid Cap Value style as of October 22, 2013.

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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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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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Danger Zone 2/25/2013: Small-cap Value ETFs & Mutual Funds

Monday, February 25th, 2013 Fig1_DangerZone_2013-02-25

Small-cap value ETFs and mutual funds are in the Danger Zone this week due to poor holdings and high total annual costs.

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

Tuesday, February 19th, 2013 SCVT3

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 13 ETFs and 269 mutual funds in the small-cap value style as of February 13th, 2013.

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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 & Worst ETFs and Mutual Funds: Mid-cap Value Style

Friday, July 20th, 2012 MidCapValue1

The mid-cap value style ranks eleventh out of the twelve fund styles as detailed in my style roadmap. It gets my Dangerous rating, which is based on an aggregation of the ratings of 12 ETFs and 206 mutual funds in the mid-cap value style as of July 19, 2012.

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Best & Worst ETFs and Mutual Funds: Mid-cap Value

Monday, May 7th, 2012 MidCapValue_Fig4

The mid-cap value style ranks eleventh out of the twelve fund styles as detailed in my style roadmap. It gets my Dangerous rating, which is based on aggregation of ratings of 11 ETFs and 217 mutual funds in the mid-cap value style as of May 2, 2012.

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Best and Worst Funds: Mid-cap Value Style

Thursday, February 16th, 2012 MidCapValue1

The mid-cap value style ranks tenth 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 239 mid-cap value funds as of Feb 14th 2012.

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Best and Worst Style Funds

Monday, February 6th, 2012 BWfundStyles1

The best 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.

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