The Intelligent Investor

Investment Style Rankings For ETFs & Mutual Funds

None of the fund styles earn a rating better than Neutral. See Figure 1 for my rankings on all twelve investment styles. My style ratings are based on the aggregation of my fund ratings for every ETF and mutual fund in each style.

None of the fund styles earn a rating better than Neutral. See Figure 1 for my rankings on all twelve investment styles. My style ratings are based on the aggregation of my fund ratings for every ETF and mutual fund in each style. Only one style, Large Cap Blend, contains any funds that earn a Very Attractive rating. Figures 4 and 5 provide details. The primary driver behind a Very Attractive fund rating is good portfolio management, or good stock picking, with low total annual ...

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Trainer brings insight and transparency to research on stocks, ETFs and mutual funds.

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David Trainer

Trainer brings insight and transparency to research on stocks, ETFs and mutual funds.
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