The Small Cap Blend style ranks eighth out of the twelve fund styles as detailed in our 3Q22 Style Ratings for ETFs and Mutual Funds report. Last quarter, the Small Cap Blend style ranked eighth as well. The category receives our Neutral rating, which is based on an aggregation of ratings of 72 ETFs and 684 mutual funds in the Small Cap Blend style as of July 19, 2022. See a recap of our 2Q22 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 20 to 2,575). This variation creates drastically different investment implications and, therefore, ratings.
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