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Diligence Institute

Highlights From New Constructs Investment Research

How To Avoid the Worst Sector Mutual Funds

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Picking from the multitude of sector mutual funds is a daunting task. In any given sector there are up to 222 different mutual funds. There are at least 618 mutual funds across all sectors.

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Best & Worst ETFs & Mutual Funds: Energy Sector

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The Energy 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 18 ETFs and 70 mutual funds in the Energy sector as of October 10, 2013. Prior reports on the best & worst ETFs and mutual funds in every sector are here.

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Best & Worst ETFs & Mutual Funds: Energy Sector

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The Energy 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 18 ETFs and 73 mutual funds in the Energy sector as of April 23, 2013.

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Danger Zone 2/11/2013: Energy Sector

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Investors who want exposure to this sector should buy a basket of Attractive-or-better rated stocks and avoid paying undeserved fees. Get the list of my top 20 Energy stocks to build your own portfolio.

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Best & Worst ETFs & Mutual Funds: Energy Sector

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The Energy sector ranks fifth out of the ten sectors as detailed in my Sector Rankings for ETFs and Mutual Funds report. It gets my Neutral rating, which is based on aggregation of ratings of 20 ETFs and 73 mutual funds in the Energy sector as of January 25th, 2013.

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Rating Breakdown: Best & Worst ETFs & Mutual Funds by Sector

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This report focuses on my top picks and pans for all sector funds. I will follow this summary with a detailed report on each sector.

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Best & Worst ETFs & Mutual Funds: Energy Sector

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The Energy sector ranks fifth out of the ten sectors as detailed in my sector rankings for ETFs and mutual funds. It gets my Neutral rating, which is based on aggregation of ratings of 20 ETFs and 79 mutual funds in the Energy sector as of October 10, 2012.

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Best & Worst ETFs & Mutual Funds: Energy Sector

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The Energy sector ranks sixth out of the ten sectors as detailed in my sector roadmap. It gets my Neutral rating, which is based on aggregation of ratings of 20 ETFs and 76 mutual funds in the Energy sector as of July 12, 2012.

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Best & Worst Sector ETFs & Mutual Funds

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The best ETFs and mutual funds have high-quality holdings and low 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. The following is a summary of my top picks and pans for all sector funds. I will follow this summary with a detailed report on each sector.

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