Style Ratings For ETFs And Mutual Funds: Q1 2026
In 2Q25, All Cap Value, All Cap Blend, and Large Cap Blend styles earn attractive-or-better ratings, driven by quality stock holdings and low costs. Only the top 30% of ETFs and mutual funds achieve attractive-or-better ratings, emphasizing the importance of high-quality holdings and low fees. Euclidean Fundamental Value ETF is the top-rated All Cap Value fund, while Optimum Small-Mid Cap Growth Fund is the worst-rated Small-Cap Growth fund.
The sheer number of ETFs, especially within the same style, complicates investor choices due to vastly different portfolios and risk profiles. Manually analyzing each ETF is impractical; investors risk insufficient analysis and missed opportunities due to the extensive number of holdings. EA Series Euclidean Fundamental Value ETF ranks as the top overall style ETF, while iShares Morningstar Mid-Cap Growth ranks last among the best.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AF Anthony Fasano Clark Estates INC/NY | 1.72M | $47.7M | $69.72M | $22.01M | 46.15% |
| ARCA Exchange | US Country |
This ETF is designed for investors seeking to capitalize on the potential of under-valued and under-appreciated U.S. equity securities. By employing a quantitative and systematic approach to long-term investing, the fund's sub-adviser meticulously selects stocks believed to offer substantial growth opportunities. Focused on delivering value to investors, this actively managed exchange-traded fund aims to navigate the complexities of the stock market, identifying high-potential investments from a broad and diverse range of publicly traded companies listed on major exchanges like the NYSE and Nasdaq.
This ETF offers an active management approach to investing in the U.S. equity market. It seeks to outperform traditional passive investment strategies by identifying undervalued and underappreciated stocks. The fund's strategic investment process is rooted in a quantitative and systematic methodology, aiming to select stocks with the best long-term growth prospects from the extensive universe of publicly traded companies on the NYSE and Nasdaq. Investors who choose this ETF benefit from a focused portfolio of 60 to 70 stocks, offering a well-curated exposure to the U.S. equity market. This product is ideal for those looking to invest in a diversified portfolio managed by experienced sub-advisers, striving to unlock the potential value in the lesser-known corners of the market.