The Large Cap Value style ranks first out of the twelve fund styles detailed in our 2Q24 Style Ratings for ETFs and Mutual Funds report. Last quarter, the Large Cap Value style ranked second. The category receives our Very Attractive rating, which is based on aggregate ratings of 30 ETFs and 289 mutual funds in the Large Cap Value style as of April 16, 2024. See a recap of our 1Q24 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 Value style ETFs and mutual funds are created equal. The number of holdings varies widely (from 19 to 779). This variation creates drastically different investment implications and, therefore, ratings.

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