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Morningstar

SPDR® S&P Biotech ETF XBI

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

Morningstar’s Analysis XBI

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

  • People Pillar

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

SPDR ® S&P Biotech ETF’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

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 XBI

More XBI Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 12.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Alpine Immune Sciences Inc

1.87 124.0 Mil
Healthcare

Revolution Medicines Inc Ordinary Shares

1.28 84.4 Mil
Healthcare

Biomarin Pharmaceutical Inc

1.22 80.4 Mil
Healthcare

Exact Sciences Corp

1.20 79.4 Mil
Healthcare

Exelixis Inc

1.19 78.7 Mil
Healthcare

Moderna Inc

1.19 78.6 Mil
Healthcare

Crinetics Pharmaceuticals Inc

1.19 78.5 Mil
Healthcare

Roivant Sciences Ltd Ordinary Shares

1.16 76.9 Mil
Healthcare

Natera Inc

1.16 76.8 Mil
Healthcare

Cerevel Therapeutics Holdings Inc Ordinary Shares

1.16 76.4 Mil
Healthcare