The Large Cap Blend style ranks fourth out of the twelve fund styles as detailed in our 3Q22 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 an aggregation of ratings of 118 ETFs and 630 mutual funds in the Large Cap Blend style as of July 19, 2022. See a recap of our 2Q22 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 13 to 1,536). This variation creates drastically different investment implications and, therefore, ratings.
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