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Diligence Institute

Highlights From New Constructs Investment Research

Small Cap Value Style

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The Small Cap Value style ranks twelfth 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 15 ETFs and 263 mutual funds in the Small Cap Value style as of January 30, 2014.

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Best & Worst ETFs and Mutual Funds: Small Cap Value Style

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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 15 ETFs and 236 mutual funds in the Small Cap Value style as of October 24, 2013.

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How to Avoid the Worst Style ETFs

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Picking from the multitude of style ETFs is a daunting task. There are as many as 42 in any given style and at least 223 ETFs across all styles.

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Best & Worst ETFs & Mutual Funds: Small Cap Value Style

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The Small Cap Value style ranks twelfth 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 14 ETFs and 262 mutual funds in the Small Cap Value style as of July 19, 2013.

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How To Avoid the Worst Style ETFs

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Picking from the multitude of style ETFs is a daunting task. There are as many as 40 in any given style and at least 221 ETFs across all styles.

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

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The Small-cap Value style ranks twelfth 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 14 ETFs and 276 mutual funds in the Small-cap Value style as of May 3, 2013.

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

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Small-cap value ETFs and mutual funds are in the Danger Zone this week due to poor holdings and high total annual costs.

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

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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.

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

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The small-cap value style ranks last out of the twelve fund styles as detailed in my style rankings for ETFs and mutual funds. It gets my Dangerous rating, which is based on aggregation of ratings of 13 ETFs and 263 mutual funds in the small-cap value style as of October 22, 2012.

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

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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.

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