The Small Cap Blend style ranks tenth out of the twelve fund styles as detailed in our 3Q19 Style Ratings for ETFs and Mutual Funds report. Last quarter, the Small Cap Blend style ranked tenth as well. It gets our Unattractive rating, which is based on an aggregation of ratings of 48 ETFs and 835 mutual funds in the Small Cap Blend style as of July 15, 2019. See a recap of our 2Q19 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 the same. The number of holdings varies widely (from 23 to 3241). This variation creates drastically different investment implications and, therefore, ratings.Not a Member Yet? You need a Platinum Membership or higher to view the content on this page.
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