The Mid Cap Value style ranks seventh out of the twelve fund styles as detailed in our 3Q19 Style Ratings for ETFs and Mutual Funds report. Last quarter, the Mid Cap Value style ranked eighth. It gets our Neutral rating, which is based on an aggregation of ratings of nine ETFs and 178 mutual funds in the Mid Cap Value style as of July 15, 2019. See a recap of our 2Q19 Style Ratings here.

Figure 1 ranks from best to worst the eight Mid Cap Value ETFs that meet our liquidity standards and Figure 2 shows the five best and worst-rated Mid Cap Value mutual funds. Not all Mid Cap Value style ETFs and mutual funds are created the same. The number of holdings varies widely (from 26 to 2076). This variation creates drastically different investment implications and, therefore, ratings.

Get the best fundamental research

Not a Member Yet? You need a Platinum Membership or higher to view the content on this page.
Start Your Platinum Membership Today | Members Log In Here

Leave a Reply

Your email address will not be published.