The Large Cap Blend style ranks third out of the twelve fund styles detailed in our 4Q23 Style Ratings for ETFs and Mutual Funds report. Last quarter, the Large Cap Blend style ranked fourth. The category receives our Attractive rating, which is based on aggregate ratings of 107 ETFs and 609 mutual funds in the Large 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 style. Not all Large Cap Blend style ETFs and mutual funds are created equal. The number of holdings varies widely (from 17 to 2,450). This variation creates drastically different investment implications and, therefore, ratings.
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