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How To Find the Best Style ETFs

March 14, 2013 – 6:59 am

Finding the best ETFs is an increasingly difficult task in a world with so many to choose from. Only a careful analysis of an ETF’s holdings can allow investors to find the best ETFs for each style.

By David Trainer | Posted in ETF Research | Also tagged CAT, Caterpillar Inc., DIA, Dow Jones Industrial Average ETF, EES, EZM, EZY, FAB, First Trust Mutli Cap Value AlphaDEX Fund, FlexShares Northern Trust Quality Dividend Defensive Index, free ETF screener, fund styles, IBM, International Business Machines Corp, iShares Morningstar Small Core Index Fund, iShares Russell 3000 Growth Index Fund, iShares Russell Midcap Growth Index, iShares Russell Top 200 Index Fund, IWL, IWP, IWZ, JKJ, PowerShare QQQ, PowerShares RAFI Fundamental Pre Mid Core Portfolio, PXMC, QDEF, QQQ, SPDR S&P 500, Style Rankings, The Danger Within, Vanguard Mid-Cap Value ETF, Vanguard S&P Small-Cap 600 Growth ETF, VIOG, VOE, WisdomTree LargeCap Value Fund, WisdomTree MidCap Earnings Fund, WisdomTree SmallCap Earnings Fund | Comments (0)

How To Find the Best Style ETFs

December 13, 2012 – 1:55 pm

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

By David Trainer | Posted in ETF Research | Also tagged 3M, anguard S&P Small-Cap 600 Growth ETF, anguard Total Stock Market ETF, Chevron, CVX, Exxon MObil, IBM, IJR, IJT, International Business Machines, iShares Core S&P 500 ETF, iShares Core S&P Small-Cap ETF, iShares S&P SmallCap 600 Growth Index Fund, IVV, K, Kellogg, MMM, owerShares S&P 500 High Quality Portfolio, PKW, PowerShares Buyback Achievers, PowerShares QQQ, QQQ, SLYG, SPDR S&P 500, SPDR S&P 600 Small Cap Growth ETF, SPHQ, VIOG, VTI, XOM | Comments (2)

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

October 12, 2012 – 1:18 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. 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.

By David Trainer | Posted in ETF Research, Mutual Fund Research | Also tagged BLPIX, BLPSX, CNTR, DDCAX, DDM, etf screener, ewri, GMCQX, GMO Trust: GMO Quality Fund, GMRTX, GQEFX, GQLFX, GQLOX, GRPC, INSD, IVV, JEPAX, MCD, McDonalds, mutual fund screener, PIPGX, PowerShares S&P 500 High Quality Portfolio, PowerShares S&P High Beta Portfolio, ProFund: Bull ProFund, ProShares UltraPro Dow30, RSP, Russell Growth at a Reasonable Price ETF, Simon Property Group, SPG, SPHB, SPHQ, UDOW, VOO | Comments (0)

Fundamental Research for ETFs & Mutual Funds: Look Out Morningstar

December 2, 2010 – 4:07 pm

Ever wondered what it would be like to evaluate funds and ETFs with the same rigor that you can evaluate individual stocks – that is exactly what we deliver in the our Mutual Fund Rating and ETF Reports. Samples provided

By David Trainer | Posted in ETF Research | Also tagged expense ratio, Fund Rating Report on Legg Mason Cap Mgmt Value Trust, index fund, LMVTX, management fees, Neutral Rating | Comments (1)

Stock Pick of the Week
Sell Apple (AAPL)
Apple's 270% return on invested capital (ROIC) is not sustainable. With no groundbreaking innovation on the horizon, Apple's ROIC, and its stock price, should decline to a level closer to its competitors.
Reports
From New Constructs

Proof Is In Performance: Jan 2005 - Mar 2013
	Since Inception	2013 YTD
Most Attractive	80%	5%
Most Dangerous	-42%	-8%
Most Attractive/Dangerous	56%	-3%
S&P 500	32%	6%

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