The Small Cap Blend style ranks tenth out of the twelve fund styles as detailed in our 3Q20 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 57 ETFs and 767 mutual funds in the Small Cap Blend style as of July 23, 2020. See a recap of our 2Q20 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 25 to 2531). 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.

Already a member?

Want to learn more about New Constructs? Join our mailing list here.

Leave a Reply

Your email address will not be published.