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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.

Sector Ratings Recap
October 19, 20230Comments

4Q23 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 fourth quarter of 2023.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
October 18, 20230Comments

Small Cap Value Style 4Q23: Best and Worst

The Small Cap Value style ranks eighth out of the twelve fund styles detailed in our 4Q23 Style Ratings for ETFs and Mutual Funds report. The category receives our Neutral rating.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
October 18, 20230Comments

Small Cap Growth Style 4Q23: Best and Worst

The Small Cap Growth style ranks last out of the twelve fund styles detailed in our 4Q23 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
October 18, 20230Comments

Small Cap Blend Style 4Q23: Best and Worst

The Small Cap Blend style ranks ninth out of the twelve fund styles detailed in our 4Q23 Style Ratings for ETFs and Mutual Funds report. The category receives our Neutral rating.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
October 18, 20230Comments

Mid Cap Value Style 4Q23: Best and Worst

The Mid Cap Value style ranks sixth out of the twelve fund styles detailed in our 4Q23 Style Ratings for ETFs and Mutual Funds report. The category receives our Neutral rating.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
October 18, 20230Comments

Mid Cap Growth Style 4Q23: Best and Worst

The Mid Cap Growth style ranks eleventh out of the twelve fund styles detailed in our 4Q23 Style Ratings for ETFs and Mutual Funds report. The category receives our Unattractive rating.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
October 18, 20230Comments

Mid Cap Blend Style 4Q23: Best and Worst

The Mid Cap Blend style ranks seventh out of the twelve fund styles detailed in our 4Q23 Style Ratings for ETFs and Mutual Funds report. The category receives our Neutral rating.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
October 18, 20230Comments

Large Cap Value Style 4Q23: Best and Worst

The Large Cap Value style ranks second out of the twelve fund styles detailed in our 4Q23 Style Ratings for ETFs and Mutual Funds report. The category receives our Attractive rating.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
October 18, 20230Comments

Large Cap Growth Style 4Q23: Best and Worst

The Large Cap Growth style ranks fifth out of the twelve fund styles detailed in our 4Q23 Style Ratings for ETFs and Mutual Funds report. The category receives our Neutral rating.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
October 18, 20230Comments

Large Cap Blend Style 4Q23: Best and Worst

The Large Cap Blend style ranks third out of the twelve fund styles detailed in our 4Q23 Style Ratings for ETFs and Mutual Funds report. The category receives our Attractive rating.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
October 18, 20230Comments

All Cap Value Style 4Q23: Best and Worst

The All Cap Value style ranks first out of the twelve fund styles detailed in our 4Q23 Style Ratings for ETFs and Mutual Funds report. The category receives our Attractive rating.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
October 18, 20230Comments

All Cap Growth Style 4Q23: Best and Worst

The All Cap Growth style ranks tenth out of the twelve fund styles detailed in our 4Q23 Style Ratings for ETFs and Mutual Funds report. The category receives our Unattractive rating.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
October 18, 20230Comments

All Cap Blend Style 4Q23: Best and Worst

The All Cap Blend style ranks fourth out of the twelve fund styles detailed in our 4Q23 Style Ratings for ETFs and Mutual Funds report. The category receives our Neutral rating.
by Hakan Salt, Associate Investment Analyst
Best & Worst Sector Rankings
October 17, 20230Comments

Style Ratings for ETFs & Mutual Funds: 4Q23

At the beginning of 4Q23, the All Cap Value, Large Cap Value, and Large Cap Blend styles earn Attractive-or-better ratings.
by Hakan Salt, Associate Investment Analyst
Avoid Worst Funds
July 27, 20230Comments

How to Avoid the Worst Style Mutual Funds 3Q23

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.
by Hakan Salt, Associate Investment Analyst
Avoid Worst Funds
July 26, 20230Comments

How to Avoid the Worst Style ETFs 3Q23

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
July 25, 20230Comments

How to Find the Best Style Mutual Funds 3Q23

Learn how to pick the best mutual funds with so many to choose from.
by Hakan Salt, Associate Investment Analyst
Find Best Sector Funds
July 25, 20230Comments

How to Find the Best Style ETFs 3Q23

Learn how to pick the best style ETFs with so many to choose from.
by Hakan Salt, Associate Investment Analyst
July 24, 20230Comments

Cheap Funds Dupe Investors – 3Q23

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. 3Q23.
by Hakan Salt, Associate Investment Analyst
Sector Ratings Recap
July 20, 20230Comments

3Q23 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 third quarter of 2023.
by Hakan Salt, Associate Investment Analyst
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