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Best and Worst Style Funds

The best funds have high-quality holdings and low costs. As detailed in “Cheap Funds Dupe Investors”, there are few funds that have both good holdings and low costs. While there are lots of cheap...

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Best and Worst Funds: Large Cap Blend Style

The Large Cap Blend investment style ranks first out of the twelve investment styles as detailed in my style roadmap. It gets my Neutral rating, which is based on aggregation of fund ratings of all...

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Best and Worst Style Funds

The best funds have high-quality holdings and low costs. As detailed in “A cheap fund is not always a good fund”, there are few funds that have both good holdings and low costs. While there are lots of...

View Article

Best and Worst Funds: Large Cap Blend Style

The Large Cap Blend investment style ranks first out of the twelve investment styles as detailed in my style roadmap. It gets my Neutral rating, which is based on aggregation of fund ratings of all...

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