We have qualitatively reviewed this strategy and reaffirmed its Below Average Process and Above Average People ratings. The following text is from Feb. 17, 2023.
SPDR® Dow Jones Industrial Avrg ETF Tr DIA
Morningstar’s Analysis DIA
Will DIA outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 56.7
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
UnitedHealth Group Inc | 8.30 | 2.7 Bil | Healthcare |
The Goldman Sachs Group Inc | 7.75 | 2.5 Bil | Financial Services |
Microsoft Corp | 7.14 | 2.3 Bil | Technology |
Caterpillar Inc | 5.84 | 1.9 Bil | Industrials |
The Home Depot Inc | 5.67 | 1.8 Bil | Consumer Cyclical |
Amgen Inc | 5.18 | 1.7 Bil | Healthcare |
Visa Inc Class A | 4.67 | 1.5 Bil | Financial Services |
McDonald's Corp | 4.34 | 1.4 Bil | Consumer Cyclical |
American Express Co | 4.09 | 1.3 Bil | Financial Services |
Salesforce Inc | 3.76 | 1.2 Bil | Technology |