The Small Cap Blend style ranks tenth out of the twelve fund styles detailed in our 1Q24 Style Ratings for ETFs and Mutual Funds report. Last quarter, the Small Cap Blend style ranked ninth. The category receives our Unattractive rating, which is based on aggregate ratings of 90 ETFs and 795 mutual funds in the Small Cap Blend 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 Blend. Not all Small Cap Blend style ETFs and mutual funds are created equal. The number of holdings varies widely (from 20 to 2,542). This variation creates drastically different investment implications and, therefore, ratings.
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