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| COMPANY NAME | TICKER | VALUE | GROWTH | MOMENTUM | EPS REV | QUALITY | SECTOR |
| CBIZ, Inc. | CBZ | B | B | A | B | B | Industrials |
| Crown Holdings, Inc. | CCK | B | B | B | B | A | Materials |
| Centene Corporation | CNC | A | A | A | B | B | Health Care |
| CONMED Corporation | CNMD | B | A | B | B | A | Health Care |
| Darling Ingredients Inc. | DAR | B | A | A | A | A | Consumer Staples |
| COMPANY NAME | TICKER | VALUE | GROWTH | MOMENTUM | EPS REV | QUALITY | SECTOR |
| Ameresco, Inc. | AMRC | D | D | D | D | D | Industrials |
| American Superconductor Corporation | AMSC | F | D | F | D | D | Industrials |
| Arbe Robotics Ltd. | ARBE | F | F | F | D | F | Information Technology |
| Ardelyx, Inc. | ARDX | D | D | F | D | D | Health Care |
| Ares Management Corporation | ARES | F | D | D | D | F | Financials |
Stock Upgrades & Downgrades
Stocks with at least two upgrades or downgrades across all quant factors. Data as of 9/16/2026, compared to previous trading day.
| COMPANY NAME | TICKER | VALUE | GROWTH | MOMENTUM | EPS REV | QUALITY | SECTOR |
| Collective Mining Ltd. | CNL | NA ▲ | NA ▲ | C ▲ | D ▲ | F ▲ | Materials |
| DeFi Technologies Inc. | DEFT | B ▲ | NA ▲ | F ▲ | D ▲ | D ▲ | Financials |
| IRSA Inversiones y Representaciones Sociedad Anónima | IRS | B ▲ | B ▲ | B ▲ | NA ▲ | D ▼ | Real Estate |
| lululemon athletica inc. | LULU | A ▲ | B ▲ | D ▲ | C ▲ | A ▲ | Consumer Discretionary |
| LuxExperience B.V. | LUXE | A ▲ | D ▲ | B ▲ | A ▲ | C ▲ | Consumer Discretionary |
| COMPANY NAME | TICKER | VALUE | GROWTH | MOMENTUM | EPS REV | QUALITY | SECTOR |
| Aeluma, Inc. | ALMU | F ▲ | NA ▲ | F ▼ | F ▼ | D ▲ | Information Technology |
| Actinium Pharmaceuticals, Inc. | ATNM | A ▲ | NA ▲ | D ▼ | B ▲ | C ▼ | Health Care |
| Atara Biotherapeutics, Inc. | ATRA | NA ▲ | NA ▲ | B ▼ | D ▼ | F ▲ | Health Care |
| The Buckle, Inc. | BKE | B ▼ | B ▲ | F ▼ | B ▲ | B ▲ | Consumer Discretionary |
| Carvana Co. | CVNA | F ▲ | D ▲ | D ▼ | D ▼ | C ▲ | Consumer Discretionary |
TOP ETFs
| ETF NAME | TICKER | 5-YR ANNUAL RETURN |
TOTAL RISK INDEX |
CATEGORY RISK INDEX |
EXPENSE RATIO |
CATEGORY |
| Invesco S&P 500® Momentum ETF | SPMO | 19.7% A | 1.71 | 1.55 F | 0.13% A | Large Blend |
| iShares MSCI USA Quality GARP ETF | GARP | 17.6% A | 1.50 | 0.98 C | 0.15% A | Large Growth |
| iShares MSCI USA Value Factor ETF | VLUE | 17.0% A | 1.62 | 1.64 F | 0.15% A | Large Value |
| Putnam Focused Large Cap Value ETF | PVAL | 16.7% A | 0.94 | 0.95 C | 0.55% C | Large Value |
| Fidelity Fundamental Large Cap Core ETF | FFLC | 16.4% A | 1.12 | 1.01 D | 0.38% B | Large Blend |
BOTTOM ETFs
| ETF NAME | TICKER | 5-YR ANNUAL RETURN |
TOTAL RISK INDEX |
CATEGORY RISK INDEX |
EXPENSE RATIO |
CATEGORY |
| Invesco WilderHill Clean Energy ETF | PBW | (15.3%) F | 3.31 | 1.90 F | 0.64% C | Small Growth |
| ARK Innovation ETF | ARKK | (6.7%) F | 3.38 | 1.90 F | 0.75% D | Mid-Cap Growth |
| CapForce IBD® 50 ETF | FFTY | (4.7%) F | 2.41 | 1.35 F | 0.80% D | Mid-Cap Growth |
| Renaissance IPO ETF | IPO | (4.3%) F | 2.26 | 1.27 F | 0.60% C | Mid-Cap Growth |
| Invesco S&P SmallCap Hi Div Low Vol ETF | XSHD | (3.3%) F | 1.39 | 0.93 C | 0.30% B | Small Value |
(Data as of 8/31/2026)
TOP ETFs
| ETF NAME | TICKER | 5-YR ANNUAL RETURN |
TOTAL RISK INDEX |
CATEGORY RISK INDEX |
EXPENSE RATIO |
CATEGORY |
| iShares MSCI Peru ETF | EPU | 33.4% A | 1.88 | 0.29 A | 0.59% C | Focused Region |
| Global X MSCI Greece ETF | GREK | 28.1% A | 1.61 | 0.25 A | 0.56% C | Focused Region |
| WisdomTree Japan Hedged Equity ETF | DXJ | 28.0% A | 1.15 | 1.02 D | 0.48% C | Japan Stock |
| WisdomTree Japan Opportunities ETF | OPPJ | 24.8% A | 1.11 | 0.98 C | 0.58% C | Japan Stock |
| Global X MSCI Argentina ETF | ARGT | 22.9% A | 2.85 | 0.44 A | 0.59% C | Focused Region |
BOTTOM ETFs
| ETF NAME | TICKER | 5-YR ANNUAL RETURN |
TOTAL RISK INDEX |
CATEGORY RISK INDEX |
EXPENSE RATIO |
CATEGORY |
| Franklin FTSE Russia ETF | FLRU | (79.8%) F | 0.00 | 0.00 A | 0.19% A | Focused Region |
| VanEck Russia ETF | RSX | (44%) F | 11.09 | 1.70 F | 0.83% D | Focused Region |
| VanEck Russia Small-Cap ETF | RSXJ | (23.3%) F | 18.28 | 2.80 F | 0.84% D | Focused Region |
| Global X Dorsey Wright Thematic ETF | GXDW | (13.1%) F | 2.15 | 1.33 F | 0.50% C | Global Small/Mid Stock |
| KraneShares MSCI China Clean Tech ETF | KGRN | (12.4%) F | 2.32 | 1.11 D | 0.79% D | Greater China Region |
(Data as of 8/31/2026)
TOP ETFs
| ETF NAME | TICKER | 5-YR ANNUAL RETURN |
TOTAL RISK INDEX |
CATEGORY RISK INDEX |
EXPENSE RATIO |
CATEGORY |
| VanEck Semiconductor ETF | SMH | 33.5% A | 2.72 | 1.25 F | 0.35% B | Technology |
| Invesco PHLX Semiconductor ETF | SOXQ | 28.6% A | 3.03 | 1.40 F | 0.19% A | Technology |
| iShares MSCI Global Gold Miners ETF | RING | 28.5% A | 3.32 | 0.95 C | 0.39% B | Equity Precious Metals |
| iShares Semiconductor ETF | SOXX | 27.8% A | 3.14 | 1.45 F | 0.33% B | Technology |
| Global X Gold Explorers ETF | GOEX | 27.7% A | 3.49 | 1.00 C | 0.65% C | Equity Precious Metals |
BOTTOM ETFs
| ETF NAME | TICKER | 5-YR ANNUAL RETURN |
TOTAL RISK INDEX |
CATEGORY RISK INDEX |
EXPENSE RATIO |
CATEGORY |
| AdvisorShares Pure US Cannabis ETF | MSOS | (31.4%) F | 7.08 | 2.26 F | 0.78% D | Miscellaneous Sector |
| Amplify Alternative Harvest ETF | MJ | (30.6%) F | 5.33 | 1.70 F | 0.75% D | Miscellaneous Sector |
| Amplify Seymour Cannabis ETF | CNBS | (30.1%) F | 6.23 | 1.99 F | 0.76% D | Miscellaneous Sector |
| AdvisorShares Pure Cannabis ETF | YOLO | (28.5%) F | 4.78 | 1.53 F | 0.51% C | Miscellaneous Sector |
| Global X Hydrogen ETF | HYDR | (17.3%) F | 5.34 | 1.71 F | 0.50% C | Miscellaneous Sector |
(Data as of 8/31/2026)
TOP ETFs
| ETF NAME | TICKER | 5-YR ANNUAL RETURN |
TOTAL RISK INDEX |
CATEGORY RISK INDEX |
EXPENSE RATIO |
CATEGORY |
| ProShares High Yield—Interest Rate Hdgd | HYHG | 7.1% A | 0.26 | 0.57 A | 0.50% C | Nontraditional Bond |
| iShares Interest Rate Hdg Hi Yld Bd ETF | HYGH | 7.1% A | 0.25 | 0.69 A | 0.52% C | High Yield Bond |
| WisdomTree Interest Rt Hdg Hi Yld Bd ETF | HYZD | 6.3% A | 0.26 | 0.57 A | 0.43% B | Nontraditional Bond |
| Pacer Aristotle Pac Ast Fl Rt Hi Inc ETF | FLRT | 6.2% A | 0.17 | 1.00 C | 0.60% C | Bank Loan |
| Virtus Seix Senior Loan ETF | SEIX | 5.9% A | 0.14 | 0.86 B | 0.57% C | Bank Loan |
BOTTOM ETFs
| ETF NAME | TICKER | 5-YR ANNUAL RETURN |
TOTAL RISK INDEX |
CATEGORY RISK INDEX |
EXPENSE RATIO |
CATEGORY |
| PIMCO 25+ Year Zero Coupon US Trs ETF | ZROZ | (14.2%) F | 1.81 | 1.75 F | 0.15% A | Long Government |
| iShares 25+ Year Treasury STRIPS Bd ETF | GOVZ | (14.1%) F | 1.81 | 1.75 F | 0.10% A | Long Government |
| Vanguard Extended Duration Trs ETF | EDV | (12.4%) F | 1.67 | 1.62 F | 0.05% A | Long Government |
| iShares 20+ Year Treasury Bond ETF | TLT | (8%) D | 1.13 | 1.10 D | 0.15% A | Long Government |
| PIMCO 15+ Year US TIPS ETF | LTPZ | (7.2%) F | 0.95 | 2.20 F | 0.20% A | Inflation-Protected Bond |
(Data as of 8/31/2026)
TOP FUNDS
| FUND NAME | TICKER | 5-YR ANNUAL RETURN |
TOTAL RISK INDEX |
CATEGORY RISK INDEX |
EXPENSE RATIO |
CATEGORY |
| True Rock Fund | TRUEX | 28.0% A | 3.13 | 2.16 F | 1.50% F | Large Growth |
| Auer Growth | AUERX | 22.1% A | 1.33 | 0.90 B | 2.05% F | Small Value |
| Invesco Value Opportunities Y | VVOIX | 19.0% A | 1.40 | 1.18 F | 0.77% C | Mid-Cap Value |
| Invesco Value Opportunities A | VVOAX | 18.7% A | 1.40 | 1.18 F | 1.02% D | Mid-Cap Value |
| Invesco Value Opportunities R | VVORX | 18.4% A | 1.40 | 1.18 F | 1.27% D | Mid-Cap Value |
BOTTOM FUNDS
| FUND NAME | TICKER | 5-YR ANNUAL RETURN |
TOTAL RISK INDEX |
CATEGORY RISK INDEX |
EXPENSE RATIO |
CATEGORY |
| Jacob Small Cap Growth Investor | JSCGX | (8%) F | 2.57 | 1.53 F | 3.22% F | Small Growth |
| Morgan Stanley Inst Inception C | MSCOX | (7.9%) F | 2.56 | 1.53 F | 2.10% F | Small Growth |
| Morgan Stanley Inst Inception A | MSSMX | (7.1%) F | 2.57 | 1.53 F | 1.35% D | Small Growth |
| Virtus KAR Small-Cap Growth A | PSGAX | (7%) F | 1.54 | 0.92 B | 1.39% F | Small Growth |
| Virtus KAR Small-Cap Growth R6 | VRSGX | (6.7%) F | 1.54 | 0.92 B | 1.01% D | Small Growth |
(Data as of 8/31/2026)
TOP FUNDS
| FUND NAME | TICKER | 5-YR ANNUAL RETURN |
TOTAL RISK INDEX |
CATEGORY RISK INDEX |
EXPENSE RATIO |
CATEGORY |
| Nomura Emerging Markets R6 | DEMZX | 26.1% A | 3.28 | 2.45 F | 1.06% D | Diversified Emerging Mkts |
| Nomura Emerging Markets Instl | DEMIX | 26.0% A | 3.28 | 2.45 F | 1.15% D | Diversified Emerging Mkts |
| Nomura Emerging Markets A | DEMAX | 25.7% A | 3.28 | 2.45 F | 1.40% F | Diversified Emerging Mkts |
| Nomura Emerging Markets R | DEMRX | 25.3% A | 3.27 | 2.45 F | 1.65% F | Diversified Emerging Mkts |
| Nomura Emerging Markets C | DEMCX | 24.7% A | 3.27 | 2.45 F | 2.15% F | Diversified Emerging Mkts |
BOTTOM FUNDS
| FUND NAME | TICKER | 5-YR ANNUAL RETURN |
TOTAL RISK INDEX |
CATEGORY RISK INDEX |
EXPENSE RATIO |
CATEGORY |
| Columbia Greater China A | NGCAX | (8.1%) F | 1.68 | 0.95 B | 1.49% F | Greater China Region |
| Columbia Greater China Inst | LNGZX | (7.9%) F | 1.68 | 0.95 B | 1.24% D | Greater China Region |
| Invesco Global Opportunities C | OGICX | (7.3%) F | 1.55 | 1.14 F | 1.90% F | Global Small/Mid Stock |
| WCM China Quality Growth Investor | WCQGX | (7.2%) F | 2.08 | 1.17 F | 1.52% F | Greater China Region |
| Morgan Stanley Global Endurance C | MSJCX | (7.2%) F | 1.67 | 1.22 F | 2.10% F | Global Small/Mid Stock |
(Data as of 8/31/2026)
TOP FUNDS
| FUND NAME | TICKER | 5-YR ANNUAL RETURN |
TOTAL RISK INDEX |
CATEGORY RISK INDEX |
EXPENSE RATIO |
CATEGORY |
| Fidelity Advisor Semiconductors Z | FIKGX | 35.0% A | 2.87 | 1.39 F | 0.57% B | Technology |
| Fidelity Advisor Semiconductors I | FELIX | 34.8% A | 2.87 | 1.39 F | 0.69% B | Technology |
| Fidelity Select Semiconductors | FSELX | 34.6% A | 2.88 | 1.39 F | 0.60% B | Technology |
| Fidelity Advisor Semiconductors A | FELAX | 34.5% A | 2.87 | 1.39 F | 0.94% C | Technology |
| Fidelity Advisor Semiconductors M | FELTX | 34.1% A | 2.87 | 1.39 F | 1.19% D | Technology |
BOTTOM FUNDS
| FUND NAME | TICKER | 5-YR ANNUAL RETURN |
TOTAL RISK INDEX |
CATEGORY RISK INDEX |
EXPENSE RATIO |
CATEGORY |
| Firsthand Technology Opportunities | TEFQX | (19%) F | 2.68 | 1.30 F | 1.85% F | Technology |
| Jacob Internet Inv | JAMFX | (10.5%) F | 2.55 | 1.23 F | 2.38% F | Technology |
| Emerald Bkg & Finac Evolution - C | HSSCX | (7.5%) F | 1.96 | 1.33 F | 2.44% F | Financial |
| Emerald Bkg & Finac Evolution - Inv | FFBFX | (6.9%) F | 1.96 | 1.33 F | 1.89% F | Financial |
| Emerald Bkg & Finac Evolution - A | HSSAX | (6.9%) F | 1.96 | 1.33 F | 1.79% F | Financial |
(Data as of 8/31/2026)
TOP FUNDS
| FUND NAME | TICKER | 5-YR ANNUAL RETURN |
TOTAL RISK INDEX |
CATEGORY RISK INDEX |
EXPENSE RATIO |
CATEGORY |
| BlackRock Allc Trgt IntrR Hedge | BATPX | 9.0% A | 0.57 | 1.37 F | 0.14% A | Miscellaneous Fixed Income |
| Eaton Vance Glbl Macro Abs Ret Advtg A | EGRAX | 8.9% A | 0.38 | 1.31 F | 2.47% F | Nontraditional Bond |
| Eaton Vance Glbl Macro Abs Ret Advtg R | EGRRX | 8.6% A | 0.38 | 1.31 F | 2.72% F | Nontraditional Bond |
| Eaton Vance Emerging Markets Dbt Opps A | EADOX | 8.6% A | 0.37 | 0.73 A | 1.06% D | Emerging Markets Bond |
| Eaton Vance Glbl Macro Abs Ret Advtg C | EGRCX | 8.1% A | 0.38 | 1.31 F | 3.22% F | Nontraditional Bond |
BOTTOM FUNDS
| FUND NAME | TICKER | 5-YR ANNUAL RETURN |
TOTAL RISK INDEX |
CATEGORY RISK INDEX |
EXPENSE RATIO |
CATEGORY |
| DFA LTIP Institutional | DRXIX | (11%) F | 1.20 | 3.26 F | 0.12% A | Inflation-Protected Bond |
| Wasatch-Hoisington US Treasury | WHOSX | (9.3%) F | 1.26 | 1.19 F | 0.73% B | Long Government |
| Fidelity SAI Long-Term Treasury Bd Idx | FBLTX | (8%) F | 1.14 | 1.07 D | 0.03% A | Long Government |
| PIMCO Long-Term US Government C | PFGCX | (7.5%) F | 1.05 | 0.99 C | 4.83% F | Long Government |
| T. Rowe Price US Trs LongTerm Idx | PRULX | (7.4%) F | 1.06 | 1.00 C | 0.29% A | Long Government |
(Data as of 8/31/2026)
Is Merchants' National Properties, Inc. (MNPP) Stock a Good Investment?
by Jenna Brashear
Merchants' National Properties, Inc. engages in acquiring, developing, operating, and leasing real estate in the United States. The company asset portfolio includes shopping centers, office buildings, and other commercial real estate properties. Merchants' National Properties, Inc. was founded in 1815 and is headquartered in New York, New York.
Read on to learn how Merchants' National Properties, Inc. grades on certain key metrics to see whether it meets your investment needs.
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