Best And Worst Q1 2020: Consumer Cyclicals ETFs And Mutual Funds by David Trainer
Summary
- The Consumer Cyclicals sector ranks fifth in Q1'20.
- Based on an aggregation of ratings of the 449 stocks in the Consumer Cyclicals sector.
- XLY is our top-rated Consumer Cyclicals sector ETF and FSRPX is our top-rated Consumer Cyclicals mutual fund.
- Looking for a helping hand in the market? Members of Value Investing 2.0 get exclusive ideas and guidance to navigate any climate. Get started today »
The Consumer Cyclicals sector ranks fifth out of the 11 sectors as detailed in our Q1'20 Sector Ratings for ETFs and Mutual Funds report. Last quarter, the Consumer Cyclicals sector ranked eighth. It gets our Neutral rating, which is based on an aggregation of ratings of the 449 stocks in the Consumer Cyclicals sector. See a recap of our Q4'19 Sector Ratings here.
Figures 1 and 2 show the five best and worst rated ETFs and mutual funds in the sector. Not all Consumer Cyclicals sector ETFs and mutual funds are created the same. The number of holdings varies widely (from 21 to 297). This variation creates drastically different investment implications and, therefore, ratings.
Investors seeking exposure to the Consumer Cyclicals sector should buy one of the Attractive-or-better rated ETFs or mutual funds from Figures 1 and 2.
Our Robo-Analyst technology[1] empowers our unique ETF and mutual fund rating methodology, which leverages our rigorous analysis of each fund’s holdings.[2] We think advisors and investors focused on prudent investment decisions should include analysis of fund holdings in their research process for ETFs and mutual funds.
Figure 1: ETFs with the Best & Worst Ratings
- Best ETFs exclude ETFs with TNAs less than $100 million for inadequate liquidity.
Sources: New Constructs, LLC and company filings
Six ETFs (FTXD, PEJ, JHMC, PSCD, PMR, IEDI) are excluded from Figure 1 because their total net assets (NYSEARCA:TNA) are below $100 million and do not meet our liquidity minimums.
Figure 2: Mutual Funds with the Best & Worst Ratings
- Best mutual funds exclude funds with TNAs less than $100 million for inadequate liquidity.
Sources: New Constructs, LLC and company filings
XLY is the top-rated Consumer Cyclicals ETF and FSRPX is the top-rated Consumer Cyclicals mutual fund. Both earn a Very Attractive rating.
PBS is the worst rated Consumer Cyclicals ETF and ICCAX is the worst Consumer Cyclicals mutual fund. They both earn an Unattractive rating.
449 stocks of the 2900+ we cover are classified as Consumer Cyclicals stocks.
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