Q3'20 Style Ratings Recap
At the beginning of each quarter, we rank each style from best to worst with our Style Ratings Report. These rankings are forward looking and are indicative of how each style should perform going forward.
We also highlight the top ETFs or mutual funds, along with the worst, or ones to avoid. This analysis is available to our Platinum and higher members. This information allows you to make better decisions when allocating your portfolio, which funds to avoid, or which funds to buy. Only our research utilizes the superior data and earnings adjustments featured by the HBS & MIT Sloan paper, “Core Earnings: New Data and Evidence.” Some of the best include EPS, FZADX, VSMV, and FIDFX. Some of the worst include FPX, IIVAX, MFMS, and PLAAX.
Last quarter’s Style Ratings can be found here. Last quarter’s Style Recap is available here.
The following is our analysis of each style for the third quarter of 2020.
- All Cap Blend
- All Cap Growth
- All Cap Value
- Large Cap Blend
- Large Cap Growth
- Large Cap Value
- Mid Cap Blend
- Mid Cap Growth
- Mid Cap Value
- Small Cap Blend
- Small Cap Growth
- Small Cap Value
This article originally published on July 24, 2020.
Disclosure: David Trainer, Kyle Guske II, and Matt Shuler receive no compensation to write about any specific stock, style, or theme.
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