Our time-weighted methodology failed to properly capture the impact of tickers removed from the Focus List. To correct this oversight, we’re updating the performance methodology of our Focus List Model Portfolios.
At the beginning of each quarter, we rank each style from best to worst with our Style Rankings Report. The following is our analysis of each style for the second quarter of 2018.
The Small Cap Value style ranks last out of the twelve fund styles as detailed in our 2Q18 Style Ratings for ETFs and Mutual Funds report. It gets our Very Unattractive rating.
The Small Cap Growth style ranks eleventh out of the twelve fund styles as detailed in our 2Q18 Style Ratings for ETFs and Mutual Funds report. It gets our Unattractive rating.
The Small Cap Blend style ranks tenth out of the twelve fund styles as detailed in our 2Q18 Style Ratings for ETFs and Mutual Funds report. It gets our Unattractive rating.
The Mid Cap Value style ranks ninth out of the twelve fund styles as detailed in our 2Q18 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.