Investors need to tread carefully when considering mid-cap blend ETFs and mutual funds, as no ETFs or mutual funds in the mid-cap blend style allocate enough value to attractive-or-better-rated stocks to earn an attractive rating.
Investors need to tread carefully when considering large-cap blend ETFs and mutual funds, as only one ETF and 68 mutual funds in the large-cap blend style allocate enough value to attractive-or-better-rated stocks to earn an attractive rating.
FORBES: Large-Cap Blend Funds Need More Microsoft, Less BofA
Starboard Investment Trust: Roumell Opportunistic Value Fund (RAMVX) is my worst-rated all-cap blend mutual fund and earns my very dangerous rating.
FORBES: Turn Off The TiVo And Get Some Bed, Bath In Your All-Cap Blend Funds
Schwab US Dividend Equity ETF (SCHD) is my top-rated all-cap blend ETF and FundVantage Trust: Formula Investing US Value Select Fund (FNSIX) is my top-rated all-cap blend mutual fund.
FORBES: Turn Off The TiVo And Get Some Bed, Bath In Your All-Cap Blend Funds
Figures 4 and 5 show the rating landscape of all mid-cap blend ETFs and mutual funds.
Micrososft (MSFT) is one of my favorite stocks held by large-cap blend ETFs and mutual funds and earns my very attractive rating.
FORBES: Large-Cap Blend Funds Need More Microsoft, Less BofA
Fluor Corporation (FLR) is one of my favorite stocks held by mid-cap blend ETFs and mutual funds and earns my very attractive rating.
Equinix Inc. (EQIX) is one of my least favorite stocks held by mid-cap blend ETFs and mutual funds and earns my very dangerous rating.
TiVo Inc. (TIVO) is one of my least favorite stocks held by all-cap blend ETFs and mutual funds and earns my very dangerous rating.
FORBES: Turn Off The TiVo And Get Some Bed, Bath In Your All-Cap Blend Funds
Bank of America (BAC) is one of my least favorite stocks held by large-cap blend ETFs and mutual funds and earns my very dangerous rating.
FORBES: Large-Cap Blend Funds Need More Microsoft, Less BofA
Not all large-cap blend style ETFs and mutual funds are created the same.
FORBES: Large-Cap Blend Funds Need More Microsoft, Less BofA
Only three ETFs and 20 mutual funds in the all-cap blend style allocate enough value to attractive-or-better-rated stocks to earn an attractive rating.
FORBES: Turn Off The TiVo And Get Some Bed, Bath In Your All-Cap Blend Funds
Review my full list of ratings and rankings along with reports on all 33 ETFs and 944 mutual funds in the large-cap blend style.
FORBES: Large-Cap Blend Funds Need More Microsoft, Less BofA
Investors seeking exposure to the large-cap blend style should buy one of the attractive-or-better rated ETFs or mutual funds from the tables below.
FORBES: Large-Cap Blend Funds Need More Microsoft, Less BofA
The large-cap blend style ranks first out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report.
FORBES: Large-Cap Blend Funds Need More Microsoft, Less BofA
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