The Large Cap Value style ranks third out of the twelve fund styles detailed in our 4Q24 Style Ratings for ETFs and Mutual Funds report. Last quarter, the Large Cap Value style ranked second. The category receives our Attractive rating, which is based on aggregate ratings of 26 ETFs and 298 mutual funds in the Large Cap Value style as of October 17, 2024. See a recap of our 3Q24 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 775). This variation creates drastically different investment implications and, therefore, ratings.
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