The Small Cap Blend style ranks sixth out of the twelve fund styles detailed in our 3Q23 Style Ratings for ETFs and Mutual Funds report. Last quarter, the Small Cap Blend style ranked seventh. The category receives our Neutral rating, which is based on aggregate ratings of 85 ETFs and 725 mutual funds in the Small Cap Blend style as of July 14, 2023. See a recap of our 2Q23 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 19 to 2,500). This variation creates drastically different investment implications and, therefore, ratings.

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