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Morningstar

SPDR® SSGA US Small Cap Low Volatil ETF SMLV

Morningstar Medalist Rating
Medalist Rating as of | See State Street Investment Hub

Morningstar’s Analysis SMLV

Will SMLV outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SMLV’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SMLV management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SMLV’s parent organization’s priorities and whether they’re in line with investors’ interests.

A sound investment process and strong management team underpin SPDR ® SSGA US Small Cap Low Volatil ETF's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SMLV

More SMLV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 13.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Nelnet Inc Class A

1.82 3.2 Mil
Financial Services

The Hanover Insurance Group Inc

1.59 2.8 Mil
Financial Services

PJT Partners Inc Class A

1.56 2.7 Mil
Financial Services

Enstar Group Ltd

1.33 2.3 Mil
Financial Services

Community Financial System Inc

1.32 2.3 Mil
Financial Services

Old National Bancorp

1.32 2.3 Mil
Financial Services

Virtu Financial Inc Class A

1.22 2.1 Mil
Financial Services

Park National Corp

1.22 2.1 Mil
Financial Services

NBT Bancorp Inc

1.21 2.1 Mil
Financial Services

City Holding Co

1.18 2.1 Mil
Financial Services