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SPDR® SSGA Fixed Inc Sect Rotation ETF FISR

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

Morningstar’s Analysis FISR

Will FISR 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 FISR’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FISR 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 FISR’s parent organization’s priorities and whether they’re in line with investors’ interests.

A lowering of its Process Pillar rating is the primary driver of SPDR ® SSGA Fixed Inc Sect Rotation ETF's downgrade to a Morningstar Medalist Rating of Neutral from Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FISR

More FISR Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 115.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

SPDR® Portfolio Intmdt Term Trs ETF

36.77 79.1 Mil
—

SPDR® Portfolio Mortgage Backed Bond ETF

32.98 70.9 Mil
—

SPDR® Portfolio Long Term Treasury ETF

15.74 33.8 Mil
—

SPDR® Blmbg 1-3 Mth T-Bill ETF

10.27 22.1 Mil
—

SPDR® Blmbg High Yield Bd ETF

9.35 20.1 Mil
—

SPDR® Portfolio Long Term Corp Bd ETF

4.91 10.6 Mil
—

SPDR® Blmbg Intl Trs Bd ETF

4.63 10.0 Mil
—

SPDR® Portfolio Interm Term Corp Bd ETF

0.69 1.5 Mil
—

Us Dollar

−15.34 −33.0 Mil
Cash and Equivalents