The All Cap Value style ranks second out of the twelve fund styles detailed in our 2Q24 Style Ratings for ETFs and Mutual Funds report. Last quarter, the All Cap Value style ranked first. The category receives our Attractive rating, which is based on aggregate ratings of 156 ETFs and 861 mutual funds in the All Cap Value style as of April 16, 2024. See a recap of our 1Q24 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 12 to 1,678). This variation creates drastically different investment implications and, therefore, ratings.
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