Jump to Navigation
Home

Main menu

  • Home
  • News
  • Markets Map
  • Topics
  • Data
  • Comments
  • Images
  • Blog
  • About

Secondary menu

  • Latest News
  • Top Rated
  • Most Popular
  • Archive
  • Discussions
  • Incredible Footage Of Plane Making Successful Belly...
  • 9 Formulas Need To Know To Pass The CFA
  • Exclusive: EU cites Chinese telecoms Huawei and ZTE for...
  • Alpine in talks with FCC on financing: CEO
  • Test Drive: 2014 Chevy Silverado smooth, quiet
  • Geothermal Energy: More Exciting than Media Thinks
  • North Korea fires short-range missiles
  • Bloomberg Gets IBM Ex-CEO Sam Palmisano To Investigate...
  • NewsWatch: Why Facebook is an unfriendly reminder of IPO...
  • US LNG Exports … Who We Like

    Best And Worst Funds: Mid-Cap Growth Style

    Tue, 02/28/2012 - 22:11 EDT - Seeking Alpha
    • David Trainer
    • PCYC
    • TJX

    By David Trainer:The mid-cap growth style ranks sev­enth out of the twelve fund styles as detailed in my style roadmap. It gets my Dan­ger­ous rat­ing, which is based on aggre­gation of fund rat­ings of 396 mid-cap growth funds as of Feb­ru­ary 9, 2012. Arti­cles on all style and sec­tor funds are here.Fig­ure 1 shows the alarm­ing truth that no mid-cap growth funds are wor­thy of invest­ment. All 396 earn a Neutral-or-worse rat­ing. Dig­ging into the qual­ity of the funds' hold­ings shows that 1163 out of the 1436 stocks (over 83% of the mar­ket cap) held by mid-cap growth funds get my Neutral-or-worse rat­ing. The take­away is: fund man­agers allo­cate too much cap­i­tal to low-quality stocks.Investors seek­ing expo­sure to mid-cap growth stocks should buy a bas­ket of Attractive-or-better rated stocks and avoid pay­ing unde­served fund fees.As detailed in "Cheap Funds Dupe Investors", the fund indus­try offers many cheap funds butComplete Story »

    • Original article
    • Login or register to post comments
     

    Related

    • Best And Worst Funds: All-Cap Growth Style

      By David Trainer:The all-cap growth invest­ment style ranks fifth out of the twelve fund styles as detailed in style roadmap. It gets my Neu­tral rat­ing, which is based on aggre­gation of my rat­ings on 465 all-cap growth funds. Reports on the Best & Worst funds in every style and sec­tor are here.

    • Best And Worst Funds: Mid-Cap Blend Style

      By David Trainer:The mid-cap blend style ranks eighth out of the twelve fund styles as detailed in my style roadmap. It gets my Dan­ger­ous rat­ing, which is based on aggre­gation of fund rat­ings of 304 mid-cap blend funds as of Feb 13th 2012. Arti­cles on all style and sec­tor funds are here.

    • Best And Worst Funds: Small-Cap Blend Style

      By David Trainer:The small-cap blend style ranks eleventh out of the twelve fund styles as detailed in my style roadmap. It gets my Dan­ger­ous rat­ing, which is based on aggre­gation of fund rat­ings of 681 small-cap blend funds as of Feb 14th 2012. Arti­cles on the funds in each sec­tor and style are here.

    • Best And Worst Funds: Mid-Cap Value Style

      By David Trainer:The mid-cap value style ranks tenth out of the twelve fund styles as detailed in my style roadmap. It gets my Dan­ger­ous rat­ing, which is based on aggre­gation of fund rat­ings of 239 mid-cap value funds as of Feb 14th 2012. Arti­cles on the funds in each sec­tor and style are here.

    • Best And Worst Funds: All-Cap Value Style

      By David Trainer:The all-cap value style ranks sixth out of the twelve fund styles as detailed in my style roadmap. It gets my Neu­tral rat­ing, which is based on aggre­gation of fund rat­ings of 288 all-cap value funds. Reports on the Best & Worst funds in every style and sec­tor are here.

    • Roadmap To The Best And Worst Fund Styles

      By David Trainer:There are no Attractive-rated invest­ment styles. The pri­mary dri­ver behind the Neutral-or-worse rat­ings is poor port­fo­lio man­age­ment. Fund man­agers are sim­ply not pick­ing stocks well.

    • Best And Worst Funds: Utilities Sector

      By David Trainer:The Util­i­ties sec­tor ranks eighth out of the ten major sec­tors as detailed in our sec­tor roadmap. It gets my Dan­ger­ous rat­ing, which, like my fund rat­ings, is based on aggre­ga­tion of stock rat­ings for each of 86 com­pa­nies in the sector.

    • Best And Worst Funds: Energy Sector

      By David Trainer:The Energy sec­tor ranks sev­enth out of the ten major sec­tors as detailed in our sec­tor roadmap. It gets my Dan­ger­ous rat­ing, which, like my fund rat­ings, is based pri­mar­ily on aggre­ga­tion of stock rat­ings for each of the 191 com­pa­nies in the sec­tor. The Energy sec­tor is near the bot­tom of the sec­tor bar­rel.

    • Best And Worst Funds: All Cap Blend

      By David Trainer:The All-Cap-Blend invest­ment style ranks sec­ond out of the 12 invest­ment styles. It gets my Neu­tral rat­ing, which is based on aggre­ga­tion of fund rat­ings of all 661 funds in the style. Arti­cles on all style and sec­tor funds are here.

    • Best And Worst Funds: Industrials Sector

      By David Trainer:The Indus­tri­als sec­tor ranks sixth out of the ten major sec­tors as detailed in our sec­tor roadmap. It gets my Neu­tral rat­ing, which, like my fund rat­ings, is based on aggre­ga­tion of stock rat­ings for each of 430+ com­pa­nies in the sector.

    Latest

    MPs consider new inquiry into London listing rules after mining scandals
    MPs consider new inquiry into London listing...
    Dollar Bull Run
    Dollar Bull Run

    User login

    • Create new account
    • Request new password
    • Click on the icon to sign in with your social network login or enter your Bullfax.com login

    Our Blog

    • Aviva steps up drive for cost cuts
    • Food Demand, JM Financial, UK Startups Incubator and Sina in Our News for Today 05/17/2013
    • Budget black hole at heart of George Osborne’s finances

    Markets Map

    Markets Map

    Follow Us

    Follow Us on Facebook, Twitter, Google Plus and RSS LinkedIn Facebook Twitter Google Plus RSS
    S&P 500: 1667.47 1.02% FTSE: 6723.06 0.52% Nikk.: 15138.12 0.67% DAX: 8398.00 0.33% HSI: 23082.68 0.17% FX: EUR/GBP: 1.1821 USD/EUR: 1.2833 JPY/USD: 103.165 Commodities: Gold: 1360.15

    Bullfax.com - Market News & Analysis 2008-2011
    Contact Us | About Us | Terms & Conditions

    Follow Us on Facebook, Twitter, Google Plus and RSS LinkedIn Facebook Twitter Google Plus RSS .

    Secondary menu

    • Latest News
    • Top Rated
    • Most Popular
    • Archive
    • Discussions