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ETFs vs Mutual Funds: The Winner Is…
For US equities, ETFs offer a higher percentage (10%) of attractive investment options than mutual funds (1%) at a lower cost. The radically higher number of US equity mutual funds (4,700+) versus ETFs...
View ArticleLess Than 1% of Managers Deliver Alpha: Here Are Details
“Seen correctly, active management may be the only service ever offered that costs more than the value delivered.” That is a quote from Charles Ellis’ excellent paper on the “Mystery Of...
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Best & Worst ETFs & Mutual Funds: Telecom Sector
The Telecom sector ranks eighth out of the ten sectors as detailed in my Sector Rankings for ETFs and Mutual Funds report. It gets my dangerous rating, which is based on aggregation of ratings of four...
View Article2Q Best & Worst ETFs & Mutual Funds – by Style – Recap
Each quarter, we provide the most comprehensive review of equity ETFs and mutual funds available. We review the Best & Worst ETFs and Mutual Funds by sector and style. This article provides quick...
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How To Avoid the Worst Sector Mutual Funds
Picking from the multitude of sector mutual funds is a daunting task. In any given sector there may be as many as 229 different mutual funds, and there are at least 631 mutual funds across all sectors....
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Best & Worst ETFs and Mutual Funds: Large Cap Growth Style
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...
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How to Find the Best Sector Mutual Funds
Finding the best mutual funds is an increasingly difficult task in a world with so many to choose from. You Cannot Trust Mutual Fund Labels There are at least 146 different Information Technology...
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How to Find the Best Style Mutual Funds
Finding the best mutual funds is an increasingly difficult task in a world with so many to choose from. You Cannot Trust Mutual Fund Labels There are at least 950 different Large Cap Blend mutual funds...
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How to Avoid the Worst Sector Mutual Funds
Picking from the multitude of sector mutual funds is a daunting task. In any given sector there may be as many as 234 different mutual funds, and there are at least 632 mutual funds across all sectors....
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How to Avoid the Worst Style Mutual Funds
Picking from the multitude of style mutual funds is a daunting task. In any given style there may be as many as 954 different mutual funds, and there are at least 6125 mutual funds across all styles....
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Investment Style Rankings for ETFs and Mutual Funds
No fund style earns better than a Neutral rating going into 4Q13. My style ratings are based on the aggregation of my fund ratings for every ETF and mutual fund in each style. Investors looking for...
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Best & Worst ETFs and Mutual Funds: Mid Cap Value Style
The Mid Cap Value style ranks ninth out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Dangerous rating, which is based on aggregation of...
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Best & Worst ETFs and Mutual Funds: Small Cap Growth Style
The Small Cap Growth style ranks tenth out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Dangerous rating, which is based on aggregation of...
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Best & Worst ETFs and Mutual Funds: Small Cap Blend Style
The Small Cap Blend style ranks eleventh out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Dangerous rating, which is based on aggregation of...
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Best & Worst ETFs and Mutual Funds: Small Cap Value Style
The Small Cap Value style ranks last out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Dangerous rating, which is based on aggregation of...
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How To Avoid the Worst Style Mutual Funds
Picking from the multitude of style mutual funds is a daunting task. In any given style there may be as many as 949 different mutual funds, and there are at least 6,260 mutual funds across all styles....
View ArticleHow To Avoid the Worst Sector Mutual Funds
Picking from the multitude of sector mutual funds is a daunting task. In any given sector there may be as many as 229 different mutual funds, and there are at least 631 mutual funds across all sectors.
View ArticleBest & Worst ETFs and Mutual Funds: Large Cap Growth Style
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...
View ArticleETFs vs Mutual Funds: The Winner Is…
The radically higher number of US equity mutual funds (4,700+) versus ETFs (380+) is not indicative of better stock selection from active management. On the contrary, the vast majority of...
View ArticleLess Than 1% of Managers Deliver Alpha: Here Are Details
"New research on the performance of institutional portfolios shows that after risk adjustment, 24% of funds fall significantly short of their chosen market benchmark and have negative alpha, 75% of...
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