From the February 2010 issue of Investment Advisor • Subscribe!

What the Rankings Mean

Sidebar to the ETF Advisor: "Dressing Up the S&P 500"

The ETF rankings provided in this article (Overweight, Marketweight, Underweight) are based on a proprietary S&P methodology that incorporates an assessment of the ETF's underlying holdings, past performance, risk, and expense. The stock rankings, ranging from 5-STARS (*****), strong buy, to 1-STAR (*), strong sell, are based on S&P equity analysts' qualitative assessment of various fundamental factors. The ETF and stock rankings were accurate as of January 4, 2010, but are subject to change at any time.
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