At the beginning of each quarter, we rank each of the twelve ETF and Mutual Fund “style” categories from best to worst with our Style Ratings Report. These rankings are forward-looking and indicate how each style should perform going forward.

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This analysis is available to Professional and Institutional members and enables investors to better allocate capital by identifying which funds to buy and which funds to avoid. More reliable & proprietary fundamental data, as shown in The Journal of Financial Economics, provides a new source of alpha and drives our research. Our Robo-Analyst technology[1] empowers our unique ETF and mutual fund rating methodology, which leverages our rigorous analysis of each fund’s holdings.[2]

Some of the best funds include Fidelity Stocks for Inflation (FCPI), Hennessy Cornerstone Large Growth Fund (HILGX), First Trust Capital Strength ETF (FTCS), and Madison Mid Cap Fund (MMCRX). Some of the worst funds include Alger Weatherbie Enduring Growth ETF (AWEG), Neuberger Berman Mid Cap Intrinsic Value Fund (NBRAX), Harbor Human Capital Factor U.S. Small Cap ETF (HAPS), and Rational Real Assets Fund (IGOAX).

Last quarter’s Style Ratings can be found here. Last quarter’s Style Recap is available here.

The following are our style analyses for the first quarter of 2024.

This article was originally published on January 23, 2024.

Disclosure: David Trainer, Kyle Guske II, Hakan Salt, and Italo Mendonça receive no compensation to write about any specific stock, sector, style, or theme.

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[1] Harvard Business School features the powerful impact of our research automation technology in the case New Constructs: Disrupting Fundamental Analysis with Robo-Analysts.

[2] See how our models and financial ratios are superior to Bloomberg and Capital IQ’s (SPGI) analytics in the detailed appendix of this paper.

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