The Small Cap Value style ranks sixth out of the ten fund styles detailed in our 4Q26 Style Ratings for ETFs and Mutual Funds report. Last quarter, the Small Cap Value style ranked ninth. The category receives our Neutral rating, which is based on aggregate ratings of 44 ETFs and 387 mutual funds in the Small Cap Value style as of October 22, 2026. See a recap of our 3Q26 Style Ratings here.
Figures 1 and 2 rank the ETFs and mutual funds in the style that meet our liquidity standards. Not all Small Cap Value style ETFs and mutual funds are created equal. The number of holdings varies widely (from 25 to 1,550). This variation creates drastically different investment implications and, therefore, ratings.
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