iQ Style Box Rankings
iQUANT’s proprietary style box rankings are designed to help Advisors determine which style boxes may be worth investing in based on their anticipated appreciation versus the S&P 500 Index for the next month. The rankings have been tested against a variety of different time periods since 2000. If you would like to overlay our rankings with additional technical analysis, please scroll down to the “Additional Technical Analysis” section.
Style Box Rankings (for May 2024)
Market Outperform
Mid-Cap Growth
Large-Cap Growth
Large-Cap Core
Market Perform
Mid-Cap Core
Large-Cap Value
Small-Cap Growth
Market Underperform
Mid-Cap Value
Small-Cap Core
Small-Cap Value
*It is important to note that iQUANT Style Box Rankings may differ from the style boxes selected by iQUANT models. This does not imply that one ranking system is better than the other, it simply is the result of a given starting universe, reconstitution frequencies and/or factors that are utilized.
Additional Technical Analysis
We want your analysis to be as complete as possible. To add further value, iQUANT is happy to provide the following technical analysis summaries of 26 technical indicators as applied to a representative ETF for each style box. The charts below are provided by TradingView.
Here are the style box representative ETFs:
SPY = Large Cap Core | IVW = Large Cap Growth | IVE = Large Cap Value | MDY = Mid Cap Core | IJK = Mid Cap Growth | IJJ = Mid Cap Value | IJR = Small Cap Core | IJT = Small Cap Growth | IJS = Small Cap Value