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

Best & Worst ETFs and Mutual Funds: Small-cap Growth 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

- Nuance Communications, Inc.
- Neuberger Berman Equity Funds: Neuberger Berman Genesis Fund
- Virtus Equity Trust: Virtus Small-Cap Core Fund
- Neuberger Berman Equity Funds: Neuberger Berman Genesis Fund
- Neuberger Berman Equity Funds: Neuberger Berman Genesis Fund
- Forum Funds: Adams Harkness Small Cap Growth Fund
- Forward Funds: Forward Small Cap Equity Fund
- John Hancock Funds III: Small Cap Opportunities Fund
- John Hancock Funds III: Small Cap Opportunities Fund
- Copart Inc.
- Security Equity Fund: Small Cap Growth Series
- ProShares Ultra Russell2000 Growth
- iShares Russell 2000 Growth
- iShares Morningstar Small Growth Index Fund
- Vanguard Small-Cap Growth ETF
- iShares S&P SmallCap 600 Growth Index Fund
- PowerShares RAFI Fundamental Pure Small Growth Portfolio
- SPDR S&P 600 Small Cap Growth ETF
- Vanguard Russell 2000 Growth ETF

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