The Large Cap Blend style ranks fourth out of the twelve fund styles detailed in our 1Q24 Style Ratings for ETFs and Mutual Funds report. Last quarter, the Large Cap Blend style ranked third. The category receives our Neutral rating, which is based on aggregate ratings of 109 ETFs and 614 mutual funds in the Large Cap Blend style as of January 16, 2024. See a recap of our 4Q23 Style Ratings here.
Figures 1 and 2 show the five best and worst rated ETFs and mutual funds in the style. Not all Large Cap Blend style ETFs and mutual funds are created equal. The number of holdings varies widely (from 17 to 2,389). This variation creates drastically different investment implications and, therefore, ratings.
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