The Small Cap Value style ranks tenth out of the twelve fund styles as detailed in our 1Q19 Style Ratings for ETFs and Mutual Funds report. Last quarter, the Small Cap Value style ranked eleventh. It gets our Unattractive rating, which is based on an aggregation of ratings of 19 ETFs and 252 mutual funds in the Small Cap Value style as of January 28, 2019. See a recap of our 4Q18 Style Ratings here.
Figure 1 ranks from best to worst the seven Small Cap Value ETFs that meet our liquidity standards and Figure 2 shows the five best and worst-rated Small Cap Value mutual funds. Not all Small Cap Value style ETFs and mutual funds are created the same. The number of holdings varies widely (from 26 to 1524). This variation creates drastically different investment implications and, therefore, ratings.
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