The Small Cap Blend style ranks eleventh out of the twelve fund styles detailed in our 2Q24 Style Ratings for ETFs and Mutual Funds report. Last quarter, the Small Cap Blend style ranked tenth. The category receives our Unattractive rating, which is based on aggregate ratings of 97 ETFs and 783 mutual funds in the Small Cap Blend style as of April 17, 2024. See a recap of our 1Q24 Style Ratings here.
Figures 1 and 2 show the five best and worst rated ETFs and mutual funds in the style. Not all Small Cap Blend style ETFs and mutual funds are created equal. The number of holdings varies widely (from 19 to 2,542). This variation creates drastically different investment implications and, therefore, ratings.
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