The All Cap Value style ranks second out of the twelve fund styles detailed in our 1Q23 Style Ratings for ETFs and Mutual Funds report. Last quarter, the All Cap Value style ranked second as well. The category receives our Attractive rating, which is based on aggregate ratings of 134 ETFs and 920 mutual funds in the All Cap Value style as of January 19, 2023. See a recap of our 4Q22 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 equal. The number of holdings varies widely (from 16 to 1,693). This variation creates drastically different investment implications and, therefore, ratings.
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