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Best & Worst ETFs and Mutual Funds: Small-cap Blend Style Product Image

Best & Worst ETFs and Mutual Funds: Small-cap Blend Style

  • Published: October 2012
  • Region: United States
  • 6 Pages
  • New Constructs

Quarterly ranking of the best and worst rated ETFs and mutual funds, in this style, based on our Predictive fund rating. Unlike other fund ratings, ours are not backward-looking or based on past price performance. Our ratings are based on aggregating our top-ranked stock ratings on each fund's holdings - along with - the total, all-in costs of the fund.

>>> COMPANY PROFILE - NEW CONSTRUCTS

Incorporated in July 2002, New Constructs® is an independent publisher of investment research firm that provides clients with consulting, advisory and research services. The firm specializes in quality-of-earnings, forensic accounting and discounted cash flow valuation analyses for all U.S. public companies. To support its proprietary database of financial data, the company leverages expertise in analyzing the Notes to the Financial Statements and MD&A and extracting data directly from SEC filings. New Constructs® translates accounting data from 10Ks and Annual Reports into economic financial statements, i.e. NOPAT, Invested Capital, and WACC, to create economic earnings models, which are necessary to understand the true profitability and valuation of companies. READ MORE >

Our predictive ETF & mutual fund ratings are based on the aggregation of our company models for each of the fund's holdings. Our company models deliver the whole truth by incorporating critical data from the Financial Footnotes and MD&A that other firms miss.

1) Figure 1: Best & Worst ETFs in the style
2) Figure 2: Best & Worst mutual funds in the style
3) Favorite & least favorite ETF and mutual fund
4) Figure 3: Summary of ratings, # of ETFs/funds, AUM and Total Annual Costs
5) Favorite & least favorite stocks in the style
6) Figure 4: Distribution of ETFs across our Predictive Rating scale
7) Figure 5: Distribution of Mutual Funds across our Predictive Rating scale

- Munder Series Trust: Munder Micro-Cap Equity Fund
- SunAmerica Focused Series, Inc: Focused Small-Cap Value Portfolio
- SunAmerica Focused Series, Inc: Focused Small-Cap Value Portfolio
- Royce Fund: Royce Value Fund
- Birmiwal Investment Trust: Birmiwal Oasis Fund
- TFS Capital Investment Trust: TFS Small Cap Fund
- Royce Fund: Royce Value Fund
- Virtus Equity Trust: Virtus Quality Small-Cap Fund
- Virtus Equity Trust: Virtus Quality Small-Cap Fund
- Royce Fund: Royce Value Fund
- SPDR S&P 600 Small Cap ETF
- Essex Property Trust, Inc.
- ProShares Ultra Russell2000
- RevenueShares Small Cap Fund
- iShares Core S&P Small-Cap ETF
- iShares Russell Microcap Index Fund
- iShares Morningstar Small Core Index Fund
- First Trust Small Cap Core AlphaDEX Fund
- PowerShares Zacks Micro Cap
- ProShares UltraPro Russell2000
- Western Refining, Inc.
- PowerShares FTSE RAFI US 1500 Small-Mid Portfolio

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