The Large Cap Value style ranks first out of the twelve fund styles as detailed in our 2Q21 Style Ratings for ETFs and Mutual Funds report. Last quarter, the Large Cap Value style ranked first as well. It gets our Very Attractive rating, which is based on an aggregation of ratings of 70 ETFs and 706 mutual funds in the Large Cap Value style as of April 21, 2021. See a recap of our 1Q21 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 the same. The number of holdings varies widely (from 20 to 928). This variation creates drastically different investment implications and, therefore, ratings.

Not a member yet? You need a Platinum Membership or higher to view the content on this page.

Already a member?

Want to learn more about New Constructs? Join our mailing list here.

Leave a Reply

Your email address will not be published.