The Large Cap Value style ranks fourth out of the twelve fund styles detailed in our 2Q25 Style Ratings for ETFs and Mutual Funds report. Last quarter, the Large Cap Value style ranked second. The category receives our Neutral rating, which is based on aggregate ratings of 28 ETFs and 277 mutual funds in the Large Cap Value style as of April 16, 2025. See a recap of our 1Q25 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 18 to 772). This variation creates drastically different investment implications and, therefore, ratings.
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