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Morningstar

SPDR® S&P/ASX 50 ETF SFY

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

Morningstar’s Analysis SFY

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

  • People Pillar

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

Cost-efficient exposure to domestic giant- and large-cap stocks.

Senior Analyst Kongkon Gogoi

Kongkon Gogoi

Senior Analyst

Summary

SPDR S&P/ASX 50 ETF SFY remains a sensible choice for Australian large-cap equity exposure at an attractive price, notwithstanding the inherent concentration risk present in its portfolio.

by Kongkon Gogoi
Rated on Published on

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Portfolio Holdings SFY

More SFY Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 58.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

BHP Group Ltd

12.46 100.3 Mil
Basic Materials

Commonwealth Bank of Australia

10.36 83.4 Mil
Financial Services

CSL Ltd

7.28 58.6 Mil
Healthcare

National Australia Bank Ltd

5.70 45.9 Mil
Financial Services

Westpac Banking Corp

4.91 39.5 Mil
Financial Services

ANZ Group Holdings Ltd

4.62 37.2 Mil
Financial Services

Wesfarmers Ltd

3.99 32.2 Mil
Consumer Cyclical

Macquarie Group Ltd

3.65 29.4 Mil
Financial Services

Woodside Energy Group Ltd

2.91 23.4 Mil
Energy

Goodman Group

2.88 23.2 Mil
Real Estate