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

Friday, October 25th, 2013 Screen shot 2013-10-25 at 4.25.12 PM

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 33 ETFs and 908 mutual funds in the Large Cap Blend style as of October 17, 2013. Prior reports on the best & worst ETFs and mutual funds in every sector and style are here.

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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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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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