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Best And Worst Q1 2020: Mid Cap Blend ETFs And Mutual Funds

Mar. 06, 2020 11:05 AM ETQACAX, QVAL, RYJ, VEVRX
David Trainer profile picture
David Trainer


  • The Mid Cap Blend style ranks fifth in Q1'20.
  • Based on an aggregation of ratings of 19 ETFs and 364 mutual funds in the Mid Cap Blend style.
  • QVAL is our top-rated Mid Cap Blend style ETF and VEVRX is our top-rated Mid Cap Blend style mutual fund.
  • Looking for a helping hand in the market? Members of Value Investing 2.0 get exclusive ideas and guidance to navigate any climate. Get started today »

The Mid Cap Blend style ranks fifth out of the 12 fund styles as detailed in our Q1'20 Style Ratings for ETFs and Mutual Funds report. Last quarter, the Mid Cap Blend style ranked sixth. It gets our Neutral rating, which is based on an aggregation of ratings of 19 ETFs and 364 mutual funds in the Mid Cap Blend style. 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 Mid Cap Blend style ETFs and mutual funds are created the same. The number of holdings varies widely (from 20 to 2580). This variation creates drastically different investment implications and, therefore, ratings.

Investors seeking exposure to the Mid Cap Blend 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

iShares Edge MSCI Multifactor USA Mid-Cap ETF (MIDF) and Invesco S&P MidCap Quality ETF (XMHQ) are excluded from Figure 1 because their total net assets (TNA) 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

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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.

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