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

Wednesday, February 13th, 2013 ACVG2

The all-cap value style ranks seventh 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 two ETFs and 270 mutual funds in the all-cap value style as of February 7th, 2013.

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1Q Best & Worst ETFs & Mutual Funds—by Sector—Recap

Friday, February 1st, 2013 ACVT1

Each quarter, we provide the most comprehensive review of equity ETFs and mutual funds available. We review the Best & Worst ETFs and Mutual Funds by sector and style.

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

Friday, October 12th, 2012 LargeCapValueFig1

The Large Cap Blend style ranks first out of the twelve fund styles as detailed in my style rankings for ETFs and mutual funds. It gets my Neutral rating, which is based on aggregation of ratings of 39 ETFs and 1,046 mutual funds in the Large Cap Blend style as of October 12, 2012.

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

Friday, October 12th, 2012 StyleBreakdownFig3

This report identifies the “best” ETFs and mutual funds based on the quality of their holdings and their costs for each style.

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Investment Style Rankings For ETFs & Mutual Funds

Thursday, October 11th, 2012 StyleRankingsFig1

None of the fund styles earn a rating better than Neutral. See Figure 1 for my rankings on all twelve investment styles. My style ratings are based on the aggregation of my fund ratings for every ETF and mutual fund in each style.

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4Q Best & Worst ETFs & Mutual Funds – by Sector – Recap

Thursday, October 11th, 2012 4Q Best & Worst ETFs & Mutual Funds – by Sector – Recap

This post provides quick access to all 14 reports we published on the Best & Worst ETFs and Mutual Funds by sector.

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4Q12 Best & Worst ETFs & Mutual Funds – by Sector – Preview

Monday, October 8th, 2012 4Q12 Best & Worst ETFs & Mutual Funds – by Sector – Preview

Each quarter, we provide the most comprehensive review of equity ETFs and mutual funds available. We review the Best & Worst ETFs and Mutual Funds by sector and style.

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Slow & Steady Wins The Race: Buy XOM

Tuesday, August 7th, 2012 Fig2_XOM_SPOW

Sometimes, picking stocks is easy if you focus on the basic principles of cash flows, valuation and competitive advantage.

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3Q Best & Worst ETFs & Mutual Funds – by Style – Recap

Friday, July 20th, 2012 3Q Best & Worst ETFs & Mutual Funds – by Style – Recap

Each quarter, we provide the most comprehensive review of equity ETFs and mutual funds available. We review the Best & Worst ETFs and Mutual Funds by sector and style.
This article provides quick access to all our reports on Style funds.

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

Tuesday, July 17th, 2012 LargeCapValue1

The large-cap value style ranks fourth out of the twelve fund styles as detailed in my style roadmap. It gets my Neutral rating, which is based on an aggregation of the ratings of 38 ETFs and 744 mutual funds in the large-cap value style as of July 17, 2012.

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Best & Worst Style ETFs & Mutual Funds

Monday, July 16th, 2012 BestWorstStyle1

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 & Mutual Funds: Telecom Services Sector

Friday, July 13th, 2012 Telecom1

The Telecom Services sector ranks ninth out of the ten sectors as detailed in my sector roadmap. It gets my Dangerous rating, which is based on an aggregation of the ratings of 5 ETFs and 12 mutual funds in the Telecom Services sector as of July 13, 2012.

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Waterstechnology Features New Constructs Unique Research Technology

Monday, May 21st, 2012 Waterstechnology Features New Constructs Unique Research Technology

Incisive Media’s Max Bowie features New Constructs unique footnote-searching research system in “New Constructs Unwraps ETF, Fund Screeners, Eyes Partners”.

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Best & Worst ETFs and Mutual Funds: Large-cap Blend

Monday, April 30th, 2012 largeCapBlendFig1

The large-cap blend style ranks first out of the twelve fund styles as detailed in my style roadmap. It gets my Neutral rating, which is based on aggregation of ratings of 40 ETFs and 1193 mutual funds in the large-cap blend style as of April 24, 2012.

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Microsoft (MSFT): Very Attractive Rating — for Ask Matt Readers

Monday, April 9th, 2012 Microsoft (MSFT): Very Attractive Rating — for Ask Matt Readers

MSFT gets my best rating because the company’s ROIC, at 72%, ranks 8th in the S&P 500 while its stock price (~$31.52/share) implies the company’s profits will permanently decline by about 20%. High profitability and low valuation create excellent risk/reward in a stock. Here is my free report on MSFT.

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The Most Dangerous ETFs For March

Tuesday, March 13th, 2012 MD_ETFsv3

My ratings on ETFs are unique because they are based on my stock ratings for each of a fund’s holdings.
Ergo, the “Most Dangerous” ETFs allocate the most capital to stocks on March’s Most Dangerous Stocks list, which is available for non-subscribers as of today. There are 40 stocks on the Most Dangerous list every month.

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“Predictive” ETF & Mutual Fund Rating Methodology

Wednesday, November 23rd, 2011 dreamstimefree_6271799_handHoldingLightBulb

QUESTION: Why should fund investors rely on backward-looking NAV trends?
ANSWER: They should not.

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