The Large Cap Value style ranks third out of the twelve fund styles as detailed in our 3Q19 Style Ratings for ETFs and Mutual Funds report. Last quarter, the Large Cap Value style ranked second. It gets our Attractive rating, which is based on an aggregation of ratings of 65 ETFs and 890 mutual funds in the Large Cap Value 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 Value style ETFs and mutual funds are created the same. The number of holdings varies widely (from 20 to 1182). 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.
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