The Small Cap Blend style ranks ninth out of the twelve fund styles detailed in our 4Q23 Style Ratings for ETFs and Mutual Funds report. Last quarter, the Small Cap Blend style ranked sixth. The category receives our Neutral rating, which is based on aggregate ratings of 88 ETFs and 775 mutual funds in the Small Cap Blend style as of October 17, 2023. See a recap of our 3Q23 Style Ratings here.
Figures 1 and 2 show the five best and worst rated ETFs and mutual funds in the Small Cap Blend. Not all Small Cap Blend style ETFs and mutual funds are created equal. The number of holdings varies widely (from 19 to 2,461). This variation creates drastically different investment implications and, therefore, ratings.
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