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Industrials Sector

Friday, April 11th, 2014 BW Final2

The Industrials sector ranks second out of the ten sectors as detailed in my Sector Rankings for ETFs and Mutual… Read more >>

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How To Avoid the Worst Style Mutual Funds

Wednesday, November 13th, 2013 HTAWSMF2_4Q13

Picking from the multitude of style mutual funds is a daunting task. In any given style there may be as many as 949 different mutual funds, and there are at least 6,260 mutual funds across all styles.

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Best & Worst ETFs and Mutual Funds: Small Cap Value Style

Thursday, October 31st, 2013 4Q13_SmallCapValue52

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 15 ETFs and 236 mutual funds in the Small Cap Value style as of October 24, 2013.

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

Thursday, October 31st, 2013 4Q13_SmallCapBlend5

The Small Cap Blend style ranks eleventh 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 24 ETFs and 629 mutual funds in the Small Cap Blend style as of October 24, 2013.

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Best & Worst ETFs and Mutual Funds: Small Cap Growth Style

Thursday, October 31st, 2013 4Q13_SmallCapValue5

The Small Cap Growth style ranks tenth 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 11 ETFs and 441 mutual funds in the Small Cap Growth style as of October 23, 2013.

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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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Investment Style Rankings for ETFs and Mutual Funds

Thursday, October 17th, 2013 4Q13Rankings_13

No fund style earns better than a Neutral rating going into 4Q13. 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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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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How to Avoid the Worst Sector Mutual Funds

Monday, August 5th, 2013 htawsectormf2

Picking from the multitude of sector mutual funds is a daunting task. In any given sector there may be as many as 234 different mutual funds, and there are at least 632 mutual funds across all sectors.

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How to Find the Best Style Mutual Funds

Wednesday, July 31st, 2013 htftbstylemfs1

There are at least 6100 mutual funds across all styles. Do investors need that many choices? How different can these thousands of mutual funds be?

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How to Find the Best Sector Mutual Funds

Wednesday, July 31st, 2013 htftbsectormfs1

Finding the best mutual funds is an increasingly difficult task in a world with so many to choose from.

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

Wednesday, July 17th, 2013 largecapgrowth5

The Large Cap Growth style ranks fourth 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 23 ETFs and 685 mutual funds in the Large Cap Growth style as of July 12, 2013.

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How To Avoid the Worst Sector Mutual Funds

Monday, June 10th, 2013 AWSRMF@

Picking from the multitude of sector mutual funds is a daunting task. In any given sector there may be as many as 229 different mutual funds, and there are at least 631 mutual funds across all sectors.

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2Q Best & Worst ETFs & Mutual Funds – by Style – Recap

Thursday, May 16th, 2013 2Q Best & Worst ETFs & Mutual Funds – by Style – Recap

Each quarter, we provide the most comprehensive review of equity ETFs and mutual funds available.

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Best & Worst ETFs & Mutual Funds: Telecom Sector

Friday, February 1st, 2013 Telecom Table 3

The Telecom sector ranks eighth out of the ten sectors as detailed in my Sector Rankings for ETFs and Mutual Funds report. It gets my dangerous rating, which is based on aggregation of ratings of four ETFs and twelve mutual funds in the Telecom sector as of January 29, 2013.

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Less Than 1% of Managers Deliver Alpha: Here Are Details

Monday, September 17th, 2012 Less Than 1% of Managers Deliver Alpha: Here Are Details

“New research on the performance of institutional portfolios shows that after risk adjustment, 24% of funds fall significantly short of their chosen market benchmark and have negative alpha, 75% of funds roughly match the market and have zero alpha, and well under 1% achieve superior results after costs—a number not statistically significantly different from zero.”

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ETFs vs Mutual Funds: The Winner Is…

Tuesday, November 22nd, 2011 Eyes

The radically higher number of US equity mutual funds (4,700+) versus ETFs (380+) is not indicative of better stock selection from active management. On the contrary, the vast majority of actively-managed funds do not justify the higher fees they charge. They do not, in terms of stock selection and expected returns, add value versus passively managed benchmarks.

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