The Small Cap Value style ranks tenth out of the twelve fund styles, as detailed in our 2Q22 Style Ratings for ETFs and Mutual Funds report. Last quarter, the Small Cap Value style ranked eighth. The category receives our Unattractive rating, which is based on an aggregation of ratings of 22 ETFs and 192 mutual funds in the Small Cap Value style as of April 14, 2022. See a recap of our 1Q22 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 Value style ETFs and mutual funds are created the same. The number of holdings varies widely (from 30 to 1,637). This variation creates drastically different investment implications and, therefore, ratings.
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