Best And Worst ETFs And Mutual Funds: Mid-Cap Blend Style
David Trainer | Oct 23, 2012 07:10AM ET
The mid-cap blend style ranks ninth out of the twelve fund styles as detailed in my style rankings for ETFs and mutual funds. It gets my Dangerous rating, which is based on aggregation of ratings of 17 ETFs and 334 mutual funds in the mid-cap blend style as of October 22, 2012.
Figures 1 and 2 show the five best and worst-rated ETFs and mutual funds in the style. Not all mid-cap blend style ETFs and mutual funds are created the same. The number of holdings varies widely (from 28 to 3,076), which creates drastically different investment implications and ratings. The best ETFs and mutual funds allocate more value to Attractive-or-better-rated stocks than the worst, which allocate too much value to neutral-or-worse-rated stocks.
To style rankings for ETFs and mutual funds report ranks all styles and highlights those that offer the best investments.
Figure 4: Separating the Best ETFs From the Worst Funds
Sources: New Constructs, LLC and company filings
Figure 5: Separating the Best Mutual Funds From the Worst Funds
Sources: New Constructs, LLC and company filings
Disclosure: I receive no compensation to write about any specific stock, sector, style or theme.
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