The Small Cap Growth style ranks last out of the twelve fund styles detailed in our 1Q24 Style Ratings for ETFs and Mutual Funds report. Last quarter, the Small Cap Growth style ranked last as well. The category receives our Very Unattractive rating, which is based on aggregate ratings of 24 ETFs and 501 mutual funds in the Small Cap Growth style as of January 18, 2024. See a recap of our 4Q23 Style Ratings here.
Figures 1 and 2 show the five best and worst rated ETFs and mutual funds in the Small Cap Growth. Not all Small Cap Growth style ETFs and mutual funds are created equal. The number of holdings varies widely (from 26 to 3,593). This variation creates drastically different investment implications and, therefore, ratings.
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