All Cap Funds Can Offer Great Value

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All Cap Value Style Analysis 1Q15

The All Cap Value style ranks out of fifth the 12 styles as detailed in the 1Q15 Style Ratings report and receives our Neutral rating. The All Cap Value style as a whole underperformed the Russell 3000 in 2014, increasing 10% to the Russell’s 11%. It was the fourth-worst performing style last year, and was surpassed by Large Cap and Mid Cap styles in terms of performance. While an 10% annual return is nothing to be ashamed of, there’s much greater value here for investors that play their cards right.

Photo Credit: Evan Leeson (Flickr)

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