Large Cap Blend Style Analysis 1Q15
The Large Cap Blend style ranks first out of the 12 styles as detailed in the 1Q15 Style Ratings report and receives our Very Attractive rating. The Large Cap Blend style as a whole outperformed the Russell 3000 in 2014, rising 12% to the Russell’s 11%. It was the fifth-best performing style last year, surpassing all cap and small cap styles in terms of performance. While a 12% annual return is nothing to be ashamed of, there’s greater value here for investors that play their cards right.