The Large Cap Value style ranks second out of the twelve fund styles detailed in our 1Q24 Style Ratings for ETFs and Mutual Funds report. Last quarter, the Large Cap Value style ranked second as well. The category receives our Attractive rating, which is based on aggregate ratings of 24 ETFs and 296 mutual funds in the Large Cap Value style as of January 18, 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 Value style ETFs and mutual funds are created equal. The number of holdings varies widely (from 21 to 781). This variation creates drastically different investment implications and, therefore, ratings.

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