The Intelligent Investor

Sector Rankings For ETFs & Mutual Funds

Table of Contents:

Sector Rankings For ETFs & Mutual Funds

Figure 4 presents a mapping of Very Attractive funds by sector. The chart shows the number of Very Attractive funds in each sector and the percentage of assets in each sector allocated to funds that are rated Very Attractive.

Only 2 sector funds earn my Very Attractive rating. Consumer staples is by far the most attractive sector, with its ETFs and mutual funds allocating 67% of assets to companies earning a Very Attractive rating.

Figure 4: Very Attractive ETFs & Mutual Funds by Sector

1Q13SectorRanking_Fig4Source: New Constructs, LLC and company filings

Figure 5 presents the data charted in Figure 4

Figure 5: Very Attractive ETFs & Mutual Funds by Sector

1Q13SectorRanking_Fig5Source: New Constructs, LLC and company filings

Figure 6 presents a mapping of Attractive funds by sector. The chart shows the number of Attractive funds in each sector and the percentage of assets allocated to Attractive-rated funds in each sector.

Note that the Information Technology, Consumer Staples, and Health Care sectors are the only sectors that house Attractive-rated funds.

Figure 6: Attractive ETFs & Mutual Funds by Sector

1Q13SectorRanking_Fig6Source: New Constructs, LLC and company filings

Figure 7 presents the data charted in Figure 6.

Figure 7: Attractive ETFs & Mutual Funds by Sector

1Q13SectorRanking_Fig7Source: New Constructs, LLC and company filings

Figure 8 presents a mapping of Neutral funds by sector. The chart shows the number of Neutral funds in each sector and the percentage of assets allocated to Neutral-rated funds in each sector.

Figure 8: Neutral ETFs & Mutual Funds by Sector

1Q13SectorRanking_Fig8Source: New Constructs, LLC and company filings

Figure 9 presents the data charted in Figure 8.

Figure 9: Neutral ETFs & Mutual Funds by Sector

1Q13SectorRanking_Fig9Source: New Constructs, LLC and company filings

Figure 10 presents a mapping of Dangerous funds by fund sector. The chart shows the number of Dangerous funds in each sector and the percentage of assets allocated to Dangerous-rated funds in each sector.

Figure 10: Dangerous ETFs & Mutual Funds by Sector

1Q13SectorRanking_Fig10Source: New Constructs, LLC and company filings

Figure 11 presents the data charted in Figure 10.

Figure 11: Dangerous ETFs & Mutual Funds by Sector

1Q13SectorRanking_Fig11Source: New Constructs, LLC and company filings

Figure 12 presents a mapping of Very Dangerous funds by fund sector. The chart shows the number of Very Dangerous funds in each sector and the percentage of assets in each sector allocated to funds that are rated Very Dangerous.

Financial sector ETFs and mutual funds should be avoided due to the fact that they allocate 67% of their assets to companies that earn a Very Dangerous rating.

Figure 12: Very Dangerous ETFs & Mutual Funds by Sector

1Q13SectorRanking_Fig12Source: New Constructs, LLC and company filings

Figure 13 presents the data charted in Figure 12.

Figure 13: Very Dangerous ETFs & Mutual Funds by Sector

1Q13SectorRanking_Fig13Source: New Constructs, LLC and company filings

Sam McBride contributed to this report.

Disclosure: David Trainer owns CSCO. David Trainer and Sam McBride receive no compensation to write about any specific stock, sector or theme.

 

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