Entering text into the input field will update the search result below

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

Mar. 09, 2020 11:16 AM ETBFOR, OASGX, SFYF, VSCRX
David Trainer profile picture
David Trainer


  • The Mid Cap Growth style ranks eleventh in Q1'20.
  • Based on an aggregation of ratings of 11 ETFs and 386 mutual funds in the Mid Cap Growth style.
  • BFOR is our top-rated Mid Cap Growth style ETF and VSCRX is our top-rated Mid Cap Growth 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 Growth style ranks eleventh out of the twelve fund styles as detailed in our Q1'20 Style Ratings for ETFs and Mutual Funds report. Last quarter, the Mid Cap Growth style ranked eleventh as well. It gets our Unattractive rating, which is based on an aggregation of ratings of 11 ETFs and 386 mutual funds in the Mid Cap Growth style. See a recap of our Q4'19 Style Ratings here.

Figure 1 ranks from best to worst the ETFs that meet our liquidity standards and Figure 2 shows the five best and worst rated Mid Cap growth mutual funds. Not all Mid Cap Growth style ETFs and mutual funds are created the same. The number of holdings varies widely (from 14 to 1609). This variation creates drastically different investment implications and, therefore, ratings.

Investors seeking exposure to the Mid 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

Sources: New Constructs, LLC and company filings

Franklin LibertyQ US Mid Cap Equity ETF (FLQM) and Nuveen ESG Mid-Cap Growth ETF (NUMG) 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

Get our long and short/warning ideas. Access to top accounting and finance experts.


1. Daily - long & short idea updates, forensic accounting insights, chat

2. Weekly - exclusive access to in-depth long & short ideas

3. Monthly - 40 large, 40 small cap ideas from the Most Attractive & Most Dangerous Stocks Model Portfolios

See the difference that real diligence makes.

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. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it. I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Recommended For You


Disagree with this article? Submit your own. To report a factual error in this article, . Your feedback matters to us!
To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.
Is this happening to you frequently? Please report it on our feedback forum.
If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh.