Skip to content
New Constructs
  • Get Access
    • Professional Investors
    • Institutional Investors
    • Quantitative Investors
    • Research Reports & Model Portfolios
    • Individual Investors
    • Newsletter
  • Solutions
    • Indices
    • Stock Ratings
    • Credit Ratings
    • Sector Ratings
    • ETF & Mutual Fund Ratings
    • Earnings Distortion Scores
    • Model Portfolios
    • Long & Short Idea Research
    • Macro Fundamental Research
    • Portfolio Tracking & Alert Emails
    • Screening Tools
    • API
    • Excel Add-In
    • Company Models
    • Marked-Up SEC Filings
    • Research Blog
    • Fundamental Data Products
      • Core Earnings & Earnings Distortion
      • Reported Fundamentals
      • Proprietary Adjusted Fundamentals
      • Value Screens/Metrics
      • Enhanced Value Screens/Metrics
  • Blog
  • Community
    • Online Community Forum
      • Join our Online Community
    • Live Video Podcast (Free)
    • Let’s Talk Long Ideas (Members Only)
    • YouTube Channel
    • Education
      • Free Training Sessions
      • Value Investing 2.0
      • Metrics Definitions
      • Rating Methodologies
      • Accounting Loopholes
      • FASB Tracker
      • Company Models
  • Company
    • About Us
    • Customer Testimonials
    • Partnerships
    • Papers & Case Studies
      • Proven-Superior Models
      • Proven-Superior Stock Ratings
      • Novel Alpha in our Proprietary Data
    • Robo-Analyst Technology
    • News & Media Coverage
    • Stock Picking Accolades
    • Careers
  • Members

Best & Worst ETFs & Mutual Funds by Style

Individual style reports (ie. “Style 4Q17: Best and Worst”) available to Pro members and above. All other reports free. Get access here.

Find Best Sector Funds
April 26, 20240Comments

How to Find the Best Style ETFs 2Q24

Learn how to pick the best style ETFs with so many to choose from.
by Hakan Salt, Associate Investment Analyst
April 24, 20240Comments

Cheap Funds Dupe Investors – 2Q24

Investors are good at picking cheap funds. We want them to be better at picking funds with good stocks. Both are required to maximize success. 2Q24.
by Kyle Guske II, Senior Investment Analyst, MBA
Sector Ratings Recap
April 19, 20240Comments

2Q24 Style Ratings Recap

At the beginning of each quarter, we rank each style from best to worst with our Style Ratings Report. The following is our analysis of each style for the second quarter of 2024.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
April 18, 20240Comments

Small Cap Value Style 2Q24: Best and Worst

The Small Cap Value style ranks ninth out of the twelve fund styles detailed in our 2Q24 Style Ratings for ETFs and Mutual Funds report. The category receives our Neutral rating.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
April 18, 20240Comments

Small Cap Growth Style 2Q24: Best and Worst

The Small Cap Growth style ranks twelfth out of the twelve fund styles detailed in our 2Q24 Style Ratings for ETFs and Mutual Funds report. The category receives our Very Unattractive rating.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
April 18, 20240Comments

Small Cap Blend Style 2Q24: Best and Worst

The Small Cap Blend style ranks eleventh out of the twelve fund styles detailed in our 2Q24 Style Ratings for ETFs and Mutual Funds report. The category receives our Unattractive rating.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
April 18, 20240Comments

Mid Cap Value Style 2Q24: Best and Worst

The Mid Cap Value style ranks sixth out of the twelve fund styles detailed in our 2Q24 Style Ratings for ETFs and Mutual Funds report. The category receives our Neutral rating.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
April 18, 20240Comments

Mid Cap Growth Style 2Q24: Best and Worst

The Mid Cap Growth style ranks tenth out of the twelve fund styles detailed in our 2Q24 Style Ratings for ETFs and Mutual Funds report. The category receives our Unattractive rating.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
April 18, 20240Comments

Mid Cap Blend Style 2Q24: Best and Worst

The Mid Cap Blend style ranks seventh out of the twelve fund styles detailed in our 2Q24 Style Ratings for ETFs and Mutual Funds report. The category receives our Neutral rating.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
April 18, 20240Comments

Large Cap Value Style 2Q24: Best and Worst

The Large Cap Value style ranks first out of the twelve fund styles detailed in our 2Q24 Style Ratings for ETFs and Mutual Funds report. The category receives our Very Attractive rating.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
April 18, 20240Comments

Large Cap Growth Style 2Q24: Best and Worst

The Large Cap Growth style ranks fifth out of the twelve fund styles detailed in our 2Q24 Style Ratings for ETFs and Mutual Funds report. The category receives our Neutral rating.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
April 18, 20240Comments

Large Cap Blend Style 2Q24: Best and Worst

The Large Cap Blend style ranks fourth out of the twelve fund styles detailed in our 2Q24 Style Ratings for ETFs and Mutual Funds report. The category receives our Neutral rating.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
April 18, 20240Comments

All Cap Value Style 2Q24: Best and Worst

The All Cap Value style ranks second out of the twelve fund styles detailed in our 2Q24 Style Ratings for ETFs and Mutual Funds report. The category receives our Attractive rating.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
April 18, 20240Comments

All Cap Growth Style 2Q24: Best and Worst

The All Cap Growth style ranks eighth out of the twelve fund styles detailed in our 2Q24 Style Ratings for ETFs and Mutual Funds report. The category receives our Neutral rating.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
April 18, 20240Comments

All Cap Blend Style 2Q24: Best and Worst

The All Cap Blend style ranks third out of the twelve fund styles detailed in our 2Q24 Style Ratings for ETFs and Mutual Funds report. The category receives our Attractive rating.
by Hakan Salt, Associate Investment Analyst
Best & Worst Sector Rankings
April 17, 20240Comments

Style Ratings for ETFs & Mutual Funds: 2Q24

At the beginning of 2Q24, the Large Cap Value, All Cap Value, and All Cap Blend styles earn Attractive-or-better rating.
by Hakan Salt, Associate Investment Analyst
Avoid Worst Funds
January 25, 20240Comments

How to Avoid the Worst Style Mutual Funds 1Q24

The large number of mutual funds has little to do with serving investors’ best interests. Here are two red flags investors can use to avoid the worst mutual funds. 1Q24
by Hakan Salt, Associate Investment Analyst
Avoid Worst Funds
January 25, 20240Comments

How to Avoid the Worst Style ETF 1Q24

The large number of ETFs has little to do with serving investors’ best interests. Here are three red flags investors can use to avoid the worst ETFs.
by Hakan Salt, Associate Investment Analyst
Find Best Sector Funds
January 24, 20240Comments

How to Find the Best Style Mutual Funds 1Q24

Learn how to pick the best mutual funds with so many to choose from.
by Hakan Salt, Associate Investment Analyst
Find Best Sector Funds
January 24, 20240Comments

How to Find the Best Style ETFs 1Q24

Learn how to pick the best style ETFs with so many to choose from.
by Hakan Salt, Associate Investment Analyst
« Older Articles Newer Articles »

Search

  • Free Training
  • David Trainer’s E-Letters
  • —
  • Long Ideas
  • Danger Zone (Sell/short ideas)
  • IPO Research
  • Footnotes Season Finds
  • —
  • Stock Picking Award & Media Features
  • Testimonials
  • General Market Comments
  • —
  • Model Portfolios
  • – Focus List Stocks: Long
  • – Focus List Stocks: Short
  • – Most Attractive Stocks
  • – Most Dangerous Stocks
  • – Best & Worst ETFs & Mutual Funds by Sector
  • – Best & Worst ETFs & Mutual Funds by Style
  • – Exec Comp Aligned With ROIC
  • – Safest Dividend Yields
  • – Dividend Growth Stocks
  • – Model Portfolio Performance
  • —
  • — Training & Education —
  • How To Use Our Site
  • Join Our Online Community
  • Investing 101
  • Backtest Data Details & Case Studies
  • Accounting Rule Changes
  • ROIC Drives Equity Valuation
  • – Enterprise Value Optimization
  • DOL Fiduciary Regulation
  • M&A Analysis
  • Fundamental Macro Trends & Sector Fundamentals
  • Machine Learning & AI for Smarter Investing
  • —
  • Company Report Index
  • – Tesla (TSLA) – 25 reports
  • – Netflix (NFLX) – 24 reports
  • – General Motors (GM) – 14 reports
  • – Snap (SNAP) – 14 reports
  • – Disney (DIS) – 10 reports
  • – Intel Corporation (INTC) – 10 reports
  • – Carvana (CVNA) – 10 reports
  • – Wayfair (W) – 11 reports
  • – Uber (UBER) – 10 reports
  • – Beyond Meat (BYND) – 10 reports
  • – Spotify (SPOT) – 9 reports
  • – Walmart (WMT) – 9 reports
  • – DoorDash (DASH) – 9 reports
  • – Peloton (PTON) – 9 reports
  • – JPMorgan (JPM) – 8 reports
  • – Skechers USA (SKX) – 8 reports
  • – Target (TGT) – 7 reports
  • – Coinbase (COIN) – 7 reports
  • – Oracle (ORCL) – 7 reports
  • – McDonald’s Corporation (MCD) – 7 reports
  • – HCA Healthcare (HCA) – 7 reports
  • – Rivian Automotive (RIVN) – 7 reports
  • – Discover Financial (DFS) – 7 reports
  • – AutoZone (AZO) – 7 reports
  • – Shake Shack (SHAK) – 7 reports
  • – D.R. Horton (DHI) – 7 reports
  • – Valeant (VRX) – 6 reports
  • – Cracker Barrel (CBRL) – 6 reports
  • – Best Buy (BBY) – 6 reports
  • – Amazon (AMZN) – 6 reports
  • – Verizon Communications (VZ) – 6 reports
  • – GameStop (GME) – 6 reports
  • – Cisco Systems (CSCO) – 6 reports
  • – Alphabet (GOOGL) – 6 reports
  • – Colgate-Palmolive (CL) – 6 reports
  • – Southwest Airlines (LUV) – 6 reports
  • – Meritage Homes (MTH) – 6 reports
  • – Allison Transmission Holdings (ALSN) – 6 reports
  • – Ford (F) – 6 reports
  • – NVR Inc. (NVR) – 6 reports
  • – Affirm Holdings (AFRM) – 6 reports
  • – John B. Sanfilippo & Son (JBSS) – 5 reports
  • – SYSCO Corporation (SYY) – 5 reports
  • – Zendesk (ZEN) – 5 reports
  • – Amgen (AMGN) – 5 reports
  • – Johnson & Johnson (JNJ) – 5 reports
  • – Lam Research Corp (LRCX) – 5 reports
  • – Lear Corp (LEA) – 5 reports
  • – Universal Health Services (UHS) – 5 reports
  • – HF Sinclair (DINO) – 5 reports
  • – Omnicom Group (OMC) – 5 reports
  • – Allstate (ALL) – 5 reports
  • – Dropbox (DBX) – 5 reports
  • – Robinhood Markets (HOOD) – 5 reports
  • – Sweetgreen (SG) – 5 reports
  • – Microsoft (MSFT) – 4 reports
  • – Caterpillar (CAT) – 4 reports
  • – TrueCar (TRUE) – 4 reports
  • – Kimberly-Clark (KMB) – 4 reports
  • – Simon Property Group (SPG) – 4 reports
  • – Thor Industries (THO) – 4 reports
  • – Box, Inc. (BOX) – 4 reports
  • – Pinterest (PINS) – 4 reports
  • – Shopify (SHOP) – 4 reports
  • – MasTec Inc. (MTZ) – 4 reports
  • – AMC Entertainment (AMC) – 4 reports
  • – Eventbrite (EB) – 4 reports
  • – Equinix (EQIX) – 3 reports
  • – Cummins (CMI) – 3 reports

About Us Testimonials In the News Support Careers General Legal Documentation
Copyright 2025 New Constructs, LLC All Rights Reserved
Registration on or use of this site constitutes acknowledgement of our Disclosures and Disclaimers and acceptance of our Terms of Use and Privacy Policy.