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 56.5
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
UnitedHealth Group Inc | 8.43 | 2.7 Bil | Healthcare |
The Goldman Sachs Group Inc | 7.57 | 2.4 Bil | Financial Services |
Microsoft Corp | 7.49 | 2.4 Bil | Technology |
The Home Depot Inc | 5.90 | 1.9 Bil | Consumer Cyclical |
Caterpillar Inc | 5.53 | 1.7 Bil | Industrials |
Amgen Inc | 5.06 | 1.6 Bil | Healthcare |
Visa Inc Class A | 4.60 | 1.5 Bil | Financial Services |
McDonald's Corp | 4.30 | 1.4 Bil | Consumer Cyclical |
Salesforce Inc | 3.88 | 1.2 Bil | Technology |
American Express Co | 3.77 | 1.2 Bil | Financial Services |