The Large Cap Value style ranks first out of the twelve fund styles as detailed in our 3Q22 Style Ratings for ETFs and Mutual Funds report. Last quarter, the Large Cap Value style ranked first as well. The category receives our Very Attractive rating, which is based on an aggregation of ratings of 28 ETFs and 351 mutual funds in the Large Cap Value 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 Value style ETFs and mutual funds are created the same. The number of holdings varies widely (from 19 to 936). This variation creates drastically different investment implications and, therefore, ratings.
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