Sign Up For The Next New Constructs Webinar






Navigation

Diligence Institute

Highlights From New Constructs Investment Research

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

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.

Read More

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

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.

Read More

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

SmallCapValue_Fig1

The small-cap value style ranks last 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 16 ETFs and 309 mutual funds in the small-cap value style as of May 2, 2012.

Read More