The All Cap Value style ranks first out of the twelve fund styles detailed in our 3Q24 Style Ratings for ETFs and Mutual Funds report. Last quarter, the All Cap Value style ranked second. The category receives our Very Attractive rating, which is based on aggregate ratings of 155 ETFs and 862 mutual funds in the All Cap Value style as of July 17, 2024. See a recap of our 2Q24 Style Ratings here.
Figures 1 and 2 show the five best and worst rated ETFs and mutual funds in the style. Not all All Cap Value style ETFs and mutual funds are created equal. The number of holdings varies widely (from 13 to 1,728). This variation creates drastically different investment implications and, therefore, ratings.
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