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Best And Worst Q1 2020: All Cap Growth ETFs And Mutual Funds

Mar. 02, 2020 12:03 PM ETADME, FPX, NLAFX, SGFFX
David Trainer profile picture
David Trainer


  • The All Cap Growth style ranks tenth in Q1'20.
  • Based on an aggregation of ratings of 26 ETFs and 564 mutual funds in the All Cap Growth.
  • ADME is our top-rated All Cap Growth style ETF and NLAFX is our top-rated All Cap Growth style mutual fund.
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The All Cap Growth style ranks tenth out of the 12 fund styles as detailed in our Q1'20 Style Ratings for ETFs and Mutual Funds report. Last quarter, the All Cap Growth style ranked seventh. It gets our Unattractive rating, which is based on an aggregation of ratings of 26 ETFs and 564 mutual funds in the All Cap Growth. See a recap of our Q4'19 Style Ratings here.

Figures 1 and 2 show the five best and worst rated ETFs and mutual funds in the style. Not all All Cap Growth style ETFs and mutual funds are created the same. The number of holdings varies widely (from 17 to 2049). This variation creates drastically different investment implications and, therefore, ratings.

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

Our Robo-Analyst technology empowers our ETF and mutual fund rating methodology, which leverages our analysis of each fund’s holdings. We think advisors and investors focused on prudent investment decisions should include analysis of fund holdings in their research process for ETFs and mutual funds.

Figure 1: ETFs with the Best and Worst Ratings – Top 5

Sources: New Constructs, LLC and company filings

Principal Price Setters Index ETF (PSET), Reality Shares DIVCON Leaders Dividend ETF (LEAD), and QRAFT AI-Enhanced US Large Cap ETF (QRFT) are excluded from Figure 1 because their total net assets are below $100 million and do not meet our liquidity minimums.

Figure 2: Mutual Funds with the Best and Worst Ratings – Top 5

Sources: New Constructs, LLC and company filings

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This article was written by

David Trainer profile picture
We aim to help investor make more intelligent capital allocation decisions. Our research is driven by proven-superior fundamental data, models and equity/credit ratings.

Analyst’s Disclosure: I/we have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.

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