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.
All Cap Value, Large Cap Value, and All Cap Blend styles receive Attractive-or-better ratings. High-quality holdings and low costs are essential for ETFs and mutual funds to earn an Attractive-or-better Predictive Rating. Euclidean Fundamental Value ETF is the top-rated All Cap Value fund, while 1290 Essex Small Cap Growth Fund is the worst-rated Small Cap Growth fund.