The All Cap Value style ranks second out of the twelve fund styles as detailed in our 3Q22 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 an aggregation of ratings of 128 ETFs and 1,005 mutual funds in the All Cap Value style as of July 19, 2022. See a recap of our 2Q22 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 1,724). This variation creates drastically different investment implications and, therefore, ratings.
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