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Best and Worst Style Funds

The best funds have high-quality holdings and low costs. As detailed in “Cheap Funds Dupe Investors”, there are few funds that have both good holdings and low costs. While there are lots of cheap...

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Best and Worst Funds: All-cap Value Style

The all-cap value style ranks sixth out of the twelve fund styles as detailed in my style roadmap. It gets my Neutral rating, which is based on aggre­gation of fund ratings of 288 all-cap value funds....

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Best & Worst ETFs and Mutual Funds: All-cap Value

The all-cap value style ranks sixth out of the twelve fund styles as detailed in my style roadmap. It gets my Neutral rating, which is based on aggregation of ratings of two ETFs and 285 mutual funds...

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How To Avoid the Worst Style Mutual Funds

Picking from the multitude of style mutual funds is a daunting task. There are as many as 1,019 in any given style and at least 6,130 mutual funds across all styles. The number of mutual funds has...

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Best & Worst ETFs and Mutual Funds: All-cap Value Style

The All-cap Value style ranks sixth 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 ratings...

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Rating Breakdown: Best & Worst ETFs & Mutual Funds by Style

This report identifies the “best” ETFs and mutual funds based on the quality of their holdings and their costs. As detailed in “Low-Cost Funds Dupe Investors”, there are few funds that have both good...

View Article

Image may be NSFW.
Clik here to view.

Best & Worst ETFs and Mutual Funds: All Cap Value Style

The All Cap Value style ranks sixth 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 ratings...

View Article

All Cap Value Style

The All Cap Value style ranks sixth out of the twelve styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Dangerous rating, which is based on aggregation of ratings of...

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All Cap Value Style

The All Cap Value style ranks fifth out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. The post All Cap Value Style appeared first on Diligence Institute.

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Best and Worst Style Funds

The best funds have high-quality holdings and low costs. As detailed in “A cheap fund is not always a good fund”, there are few funds that have both good holdings and low costs. While there are lots of...

View Article

Best and Worst Funds: All-cap Value Style

The all-cap value style ranks sixth out of the twelve fund styles as detailed in my style roadmap. It gets my Neutral rating, which is based on aggre­gation of fund ratings of 288 all-cap value funds....

View Article

Best & Worst ETFs and Mutual Funds: All-cap Value

The all-cap value style ranks sixth out of the twelve fund styles as detailed in my style roadmap. It gets my Neutral rating, which is based on aggregation of ratings of two ETFs and 285 mutual funds...

View Article

How To Avoid the Worst Style Mutual Funds

Picking from the multitude of style mutual funds is a daunting task. There are as many as 1,019 in any given style and at least 6,130 mutual funds across all styles. The post How To Avoid the Worst...

View Article


Best & Worst ETFs and Mutual Funds: All-cap Value Style

The All-cap Value style ranks sixth 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 ratings...

View Article

Rating Breakdown: Best & Worst ETFs & Mutual Funds by Style

This report identifies the “best” ETFs and mutual funds based on the quality of their holdings and their costs. As detailed in “Low-Cost Funds Dupe Investors”, there are few funds that have both good...

View Article


Best & Worst ETFs and Mutual Funds: All Cap Value Style

he All Cap Value style ranks sixth 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 ratings...

View Article

All Cap Value Style

The All Cap Value style ranks sixth out of the twelve styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Dangerous rating, which is based on aggregation of ratings of...

View Article


ETF & Mutual Fund Rankings: All Cap Value Style

The All Cap Value style ranks sixth out of the 12 fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. The post ETF & Mutual Fund Rankings: All Cap Value Style appeared...

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All Cap Value Style 3Q16: Best and Worst

The All Cap Value style ranks fifth out of the twelve fund styles as detailed in our 3Q16 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating. The post All Cap Value Style 3Q16:...

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All Cap Value Style 4Q16: Best and Worst

The All Cap Value style ranks fifth out of the twelve fund styles as detailed in our 4Q16 Style Ratings for ETFs and Mutual Funds report. Last quarter, the All Cap Value style ranked fifth as well. The...

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