The Large Cap Value style ranks second out of the twelve fund styles detailed in our 4Q23 Style Ratings for ETFs and Mutual Funds report. Last quarter, the Large Cap Value style ranked first. The category receives our Attractive rating, which is based on aggregate ratings of 25 ETFs and 300 mutual funds in the Large Cap Value style as of October 17, 2023. See a recap of our 3Q23 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 770). This variation creates drastically different investment implications and, therefore, ratings.
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