January 26, 20230Comments

Small Cap Blend Style 1Q23: Best and Worst

The Small Cap Blend style ranks ninth out of the twelve fund styles and the category receives our Neutral rating.

by Kyle Guske II, Senior Investment Analyst, MBA

January 25, 20230Comments

Mid Cap Value Style 1Q23: Best and Worst

The Mid Cap Value style ranks sixth out of the twelve fund styles and the category receives our Neutral rating.

by Kyle Guske II, Senior Investment Analyst, MBA

January 25, 20230Comments

Mid Cap Growth Style 1Q23: Best and Worst

The Mid Cap Growth style ranks tenth out of the twelve fund styles and the category receives our Unattractive rating.

by Kyle Guske II, Senior Investment Analyst, MBA

January 25, 20230Comments

Mid Cap Blend Style 1Q23: Best and Worst

The Mid Cap Blend style ranks eight out of the twelve fund styles and the category receives our Neutral rating.

by Kyle Guske II, Senior Investment Analyst, MBA

January 25, 20230Comments

Large Cap Value Style 1Q23: Best and Worst

The Large Cap Value style ranks first out of the twelve fund styles and the category receives our Very Attractive rating.

by Kyle Guske II, Senior Investment Analyst, MBA

January 25, 20230Comments

Large Cap Growth Style 1Q23: Best and Worst

The Large Cap Growth style ranks fifth out of the twelve fund styles and the category receives our Neutral rating.

by Kyle Guske II, Senior Investment Analyst, MBA

January 25, 20230Comments

Large Cap Blend Style 1Q23: Best and Worst

The Large Cap Blend style ranks fourth out of the twelve fund styles and the category receives our Neutral rating.

by Kyle Guske II, Senior Investment Analyst, MBA

January 25, 20230Comments

All Cap Value Style 1Q23: Best and Worst

The All Cap Value style ranks second out of the twelve fund styles and the category receives our Attractive rating.

by Kyle Guske II, Senior Investment Analyst, MBA

January 25, 20230Comments

All Cap Growth Style 1Q23: Best and Worst

The All Cap Growth style ranks eleventh out of the twelve fund styles and the category receives our Unattractive rating.

by Kyle Guske II, Senior Investment Analyst, MBA

January 25, 20230Comments

All Cap Blend Style 1Q23: Best and Worst

The All Cap Blend style ranks third out of the twelve fund styles and the category receives our Attractive rating.

by Kyle Guske II, Senior Investment Analyst, MBA

January 20, 20230Comments

Style Ratings for ETFs & Mutual Funds: 1Q23

At the beginning of the first quarter of 2023, the Large Cap Value, All Cap Value, and All Cap Blend styles earn an Attractive-or-better rating.

by Kyle Guske II, Senior Investment Analyst, MBA

October 28, 20220Comments

How to Avoid the Worst Style Mutual Funds 4Q22

The large number of mutual funds has little to do with serving investors' best interests. Here's two red flags to use to avoid the worst mutual funds.

by Italo Mendonca

October 28, 20220Comments

How to Avoid the Worst Style ETFs 4Q22

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 Italo Mendonca

October 26, 20220Comments

How to Find the Best Style Mutual Funds 4Q22

Learn how to pick the best mutual funds with so many to choose from.

by Kyle Guske II, Senior Investment Analyst, MBA

October 26, 20220Comments

How to Find the Best Style ETFs 4Q22

Learn how to pick the best ETFs with so many to choose from.

by Kyle Guske II, Senior Investment Analyst, MBA

October 26, 20220Comments

Cheap Funds Dupe Investors – 4Q22

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. 4Q22.

by Kyle Guske II, Senior Investment Analyst, MBA

October 25, 20220Comments

4Q22 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 2022.

by Kyle Guske II, Senior Investment Analyst, MBA

October 25, 20220Comments