The Large Cap Blend style ranks first out of the twelve fund styles as detailed in our 3Q19 Style Ratings for ETFs and Mutual Funds report. Last quarter, the Large Cap Blend style ranked first as well. It gets our Very Attractive rating, which is based on an aggregation of ratings of 78 ETFs and 711 mutual funds in the Large Cap Blend style as of July 15, 2019. See a recap of our 2Q19 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 the same. The number of holdings varies widely (from 20 to 1509). This variation creates drastically different investment implications and, therefore, ratings.

Get the best fundamental research

Not a Member Yet? You need a Platinum Membership or higher to view the content on this page.
Start Your Platinum Membership Today | Members Log In Here

Leave a Reply

Your email address will not be published.