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Diligence Institute

Highlights From New Constructs Investment Research

Danger Zone 6/24/13: REITs

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Even with this recent price drop, the current valuations of REITs look disconnected from their fundamentals.

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Best & Worst ETFs and Mutual Funds: Large-cap Growth Style

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The large-cap growth style ranks fourth 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 23 ETFs and 694 mutual funds in the large-cap growth style as of February 6th, 2013.

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Roadmap to the Best & Worst Sectors for ETFs & Mutual Funds

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Only one sector, Consumer Staples, earns my Attractive rating. See Figure 1 for my rankings of all ten sectors. My sector ratings are based on the aggregation of my fund ratings for every ETF and mutual fund in each sector.

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Low-Cost Funds Dupe Investors

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Fund holdings affect fund performance more than fees or past performance. A cheap fund is not necessarily a good fund.
Our research on holdings enables investors’ to find funds with high quality holdings – AND – low fees.

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