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Highlights From New Constructs Investment Research

Mid Cap Blend Style

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The Mid Cap Blend style ranks eighth out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report.

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Mid Cap Blend Style

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The Mid Cap Blend 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 16 ETFs and 336 mutual funds in the Mid Cap Blend style as of January 28, 2014

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Danger Zone: Navistar (NAV)

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Check out this week’s Danger Zone Interview with Chuck Jaffe of Money Life and MarketWatch.com and my video on Reuters… Read more >>

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

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The Mid Cap Blend 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 16 ETFs and 324 mutual funds in the Mid Cap Blend style as of October 18, 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

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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 Blend Style

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The Mid-cap Blend 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 17 ETFs and 307 mutual funds in the Mid-cap Blend style as of May 2, 2013.

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How To Avoid the Worst Style Mutual Funds

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Picking from the multitude of style mutual funds is a daunting task. There are as many as 1,019 in any given style and at least 6,130 mutual funds across all styles.

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Best & Worst ETFs and Mutual Funds: Mid-cap Blend Style

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The mid-cap blend 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 17 ETFs and 332 mutual funds in the mid-cap blend style as of February 8th, 2013.

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Best & Worst ETFs and Mutual Funds: Mid-cap Blend Style

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The mid-cap blend style ranks eighth 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 19 ETFs and 279 mutual funds in the mid-cap blend style as of July 19, 2012.

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Best and Worst Funds: Mid-cap Blend Style

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The mid-cap blend style ranks eighth out of the twelve fund styles as detailed in my style roadmap. It gets… Read more >>

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Best and Worst Style Funds

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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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