0Comments

All Cap Blend Style

The All Cap Blend style ranks second 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 38 ETFs and 738 mutual funds in the All Cap Blend style as of January 24, 2014.
by David Trainer, Founder & CEO
0Comments

ETFs vs Mutual Funds: The Winner Is…

The radically higher number of US equity mutual funds (4,700+) versus ETFs (380+) is not indicative of better stock selection from active management. On the contrary, the vast majority of actively-managed funds do not justify the higher fees they charge. They do not, in terms of stock selection and expected returns, add value versus passively managed benchmarks.
by David Trainer, Founder & CEO