The Small-Cap Blend style ranks tenth out of the twelve fund styles as detailed in our Q3’20 Style Ratings for ETFs and Mutual Funds report. Last quarter, the Small-Cap Blend style ranked tenth as well. It gets our Unattractive rating, which is based on an aggregation of ratings of 57 ETFs and 767 mutual funds in the Small-Cap Blend style. See a recap of our Q2’20 Style Ratings here.

Figures 1 and 2 show the five best and worst rated ETFs and mutual funds in the style. Not all Small-Cap Blend style ETFs and mutual funds are created the same. The number of holdings varies widely (from 25 to 2531). This variation creates drastically different investment implications and, therefore, ratings.

Investors seeking exposure to the Small-Cap Blend style should buy one of the Attractive-or-better rated ETFs or mutual funds from Figures 1 and 2.

Figure 1: ETFs with the Best

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