Best And Worst Q4 2020: Large Cap Blend ETFs And Mutual Funds

Nov. 25, 2020 10:00 AM ET, , , , , , , , , , , , , , , , , ,
David Trainer
16.65K Followers

Summary

  • The Large Cap Blend style ranks second in Q4'20.
  • Based on an aggregation of ratings of 61 ETFs and 661 mutual funds in the Large Cap Blend style.
  • QARP is our top-rated Large Cap Blend style ETF, and DNVYX is our top-rated Large Cap Blend style mutual fund.

The Large Cap Blend style ranks second out of the twelve fund styles, as detailed in our Q4'20 Style Ratings for ETFs and Mutual Funds report. Last quarter, the Large Cap Blend style ranked third. It gets our Attractive rating, which is based on an aggregation of ratings of 61 ETFs and 661 mutual funds in the Large Cap Blend style. See a recap of our Q3'20 Style Ratings here.

Figures 1 and 2 show the best- and worst-rated ETFs and mutual funds in the style. Not all Large Cap Blend style ETFs and mutual funds are created the same. The number of holdings varies widely (from 15 to 1900). This variation creates drastically different investment implications and, therefore, ratings.

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

Figure 1: ETFs with the Best and Worst Ratings

(Sources: New Constructs, LLC and company filings)

The Columbia Research Enhanced Core ETF (RECS) is excluded from Figure 1 because its 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)

The Xtrackers Russell 1000 U.S. Quality at a Reasonable Price ETF (QARP) is the top-rated Large Cap Blend ETF, and the Davis New York Venture Fund (DNVYX) is the top-rated Large Cap Blend mutual fund. Both earn a Very Attractive rating.

The First Trust Mega Cap AlphaDEX Fund (FMK) is the worst-rated Large Cap Blend ETF, and the Dow Jones Industrial Average Fund (RYDAX) is the worst-rated Large Cap Blend mutual fund. FMK earns a Neutral rating and RYDAX earns an Unattractive rating.

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Related Stocks

SymbolLast Price% Chg
DNVYX--
Davis New York Venture Fund Class Y
QARP--
Xtrackers Russell 1000 US QARP ETF
RECS--
Columbia Research Enhanced Core ETF
RYDAX--
Rydex Dow Jones Industrial Average® Fund Class A
FMK--
First Trust Exchange-Traded AlphaDEX Fund - First Trust Mega Cap AlphaDEX Fund

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