Vanguard Mid-Cap Growth ETF (VOT) is my top-rated mid-cap growth ETF and Wasatch Funds Trust: Wasatch Heritage Growth Fund (WAHGX) is my top-rated mid-cap growth mutual fund.
ProShares Ultra Russell2000 Value (UVT) is my worst-rated small-cap value ETF and ProFunds: Mid-Cap Value ProFund (MLPSX) is my worst-rated small-cap value mutual fund.
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
Schwab U.S. Large-Cap Growth ETF (SCHG) is my top-rated large-cap growth ETF and earns my neutral rating.
FORBES: SanDisk Looks Solid Among Holdings Of Large-Cap Growth Funds
Westcore Trust: Westcore Small-Cap Value Fund (WISVX) is my top-rated small-cap value mutual fund and earns my neutral rating.
Loomis Sayles Funds II: Natixis Loomis Sayles Mid Cap Growth Fund (LAGRX) is my worst-rated mid-cap growth mutual fund.
Forum Funds: Adams Harkness Small Cap Growth Fund (ASCGX) is my worst-rated small-cap growth mutual fund and earns my very dangerous rating.
First Trust Large Cap Growth AlphaDEX Fund (FTC) is my worst-rated large-cap growth ETF and earns my neutral rating.
FORBES: SanDisk Looks Solid Among Holdings Of Large-Cap Growth Funds
ProShares Ultra Russell2000 Growth (UKK) is my worst-rated small-cap growth ETF and earns my dangerous rating.
WisdomTree SmallCap Dividend Fund (DES) is my top-rated small-cap value ETF and earns my dangerous rating.
ProShares Ultra Russell MidCap Value (UVU) is my worst-rated mid-cap value ETF and earns my dangerous rating.
Guggenheim Wilshire 4500 Completion ETF (WXSP) is my worst-rated all-cap blend ETF and earns my dangerous rating.
FORBES: Turn Off The TiVo And Get Some Bed, Bath In Your All-Cap Blend Funds
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
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
Contrast this with the 0.05% annualized transaction costs (with no front-end load) for our highest rated small-cap growth mutual fund, Virtus Equity Trust: Virtus Small-Cap Core Fund (PKSFX).
No ETFs or mutual funds in the small-cap value style allocate enough value to attractive-or-better-rated stocks to earn an attractive rating.
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
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
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 growth ETFs and mutual funds, as only one ETF and 16 mutual funds in the large-cap growth style allocate enough value to attractive-or-better-rated stocks to earn an attractive rating.
FORBES: SanDisk Looks Solid Among Holdings Of Large-Cap Growth Funds
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
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