To the best of our knowledge no mutual fund rating firm predicted any of the mutual fund scandals or has ever seriously commented upon the legal or ethical issues related to the management of mutual funds.
Ever since we started rating mutual fund performance half a century ago, FORBES has shone a spotlight on fund costs.
Perhaps the most important is that, due in good part to the demise of Executive Life and Mutual Benefit, several rating agencies now scrutinise the ability of life insurers to meet their claims.
Westcore Trust: Westcore Small-Cap Value Fund (WISVX) is my top-rated small-cap value mutual fund and earns my neutral rating.
JPMorgan Trust I: JPMorgan Intrepid Growth Fund (JGIRX) is my top-rated large-cap growth mutual fund and earns my attractive rating.
FORBES: SanDisk Looks Solid Among Holdings Of Large-Cap Growth Funds
To earn an attractive-or-better predictive rating, an ETF or mutual fund must have high-quality holdings and low costs.
Exxon is one of my favorite stocks held by energy ETFs and mutual funds and earns my very attractive rating.
Quaker Investment Trust: Quaker Strategic Growth Fund (QUAGX) is my worst-rated large-cap growth mutual fund and earns my very dangerous rating.
FORBES: SanDisk Looks Solid Among Holdings Of Large-Cap Growth Funds
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
Forum Funds: Adams Harkness Small Cap Growth Fund (ASCGX) is my worst-rated small-cap growth mutual fund and earns my very dangerous rating.
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
Harris Corporation (HRS) is one of my favorite stocks held by telecom ETFs and mutual funds and earns my very attractive rating.
Southwest Airlines (LUV) is one of my least favorite stocks held by Industrials ETFs and mutual funds and earns my very dangerous rating.
FORBES: Go For XLI And UPS When Buying Into Industrial Sector
Lear Corporation (LEA) is one of my favorite stocks held by mid-cap value ETFs and mutual funds and earns my very attractive rating.
SanDisk Corporation (SNDK) is one of my favorite stocks held by large-cap growth ETFs and mutual funds and earns my very attractive rating.
FORBES: SanDisk Looks Solid Among Holdings Of Large-Cap Growth Funds
Fluor Corporation (FLR) is one of my favorite stocks held by mid-cap blend ETFs and mutual funds and earns my very attractive rating.
Citigroup (C) is one of my least favorite stocks held by financials ETFs and mutual funds and earns my very dangerous rating.
The Progressive Corp (PGR) is one of my favorite stocks held by financials ETFs and mutual funds and earns my very attractive rating.
Veeco Instruments, Inc. (VECO) is one of my favorite stocks held by industrials ETFs and mutual funds and earns my very attractive rating.
Amgen, Inc. (AMGN) is one of my favorite stocks held by health care ETFs and mutual funds and earns my very attractive rating.
Figure 3 shows the best ETF or mutual fund based on our portfolio management rating for each sector as of January 23, 2013.
FORBES: Rating Breakdown: Best & Worst ETFs & Mutual Funds By Sector
United Parcel Service, Inc. (UPS) is one of my favorite stocks held by Industrials ETFs and mutual funds and earns my very attractive rating.
FORBES: Go For XLI And UPS When Buying Into Industrial Sector
Global Payments, Inc (GPN) is one of my favorite stocks held by mid-cap growth 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.
Ventas Inc. (VTR) is one of my least favorite stocks held by large-cap growth ETFs and mutual funds and earns my very dangerous rating.
FORBES: SanDisk Looks Solid Among Holdings Of Large-Cap Growth Funds
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
MasTec Inc. (MTZ) is one of my least favorite stocks held by information technology ETFs and mutual funds and earns my very dangerous rating.
Sarapta Therapeutics (SRPT) is one of my least favorite stocks held by health care ETFs and mutual funds and earns my very dangerous rating.
The Buckle, Inc. (BKE) is one of my favorite stocks held by small-cap growth ETFs and mutual funds and earns my very attractive rating.
Principal Financial Group (PFG) is one of my least favorite stocks held by mid-cap value ETFs and mutual funds and earns my very dangerous rating.
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