The All Cap Value style ranks first out of the twelve fund styles as detailed in our 1Q20 Style Ratings for ETFs and Mutual Funds report. Last quarter, the All Cap Value style ranked fourth. It gets our Very Attractive rating, which is based on an aggregation of ratings of 43 ETFs and 433 mutual funds in the All Cap Value style as of January 23, 2020. See a recap of our 4Q19 Style Ratings here.

Figures 1 and 2 show the five best and worst rated ETFs and mutual funds in the style. Not all All Cap Value style ETFs and mutual funds are created the same. The number of holdings varies widely (from 17 to 1611). This variation creates drastically different investment implications and, therefore, ratings.

Get the best fundamental research

Not a Member Yet? You need a Platinum Membership or higher to view the content on this page.
Start Your Platinum Membership Today | Members Log In Here

Leave a Reply

Your email address will not be published.