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Morningstar

SPDR® MSCI World StrategicFactors ETF QWLD

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

Morningstar’s Analysis QWLD

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

  • People Pillar

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

A drop in its Process Pillar rating is the primary driver of SPDR ® MSCI World StrategicFactors ETF's downgrade to a Morningstar Medalist Rating of Silver from Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings QWLD

More QWLD Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 15.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

2.52 2.9 Mil
Technology

Microsoft Corp

2.37 2.7 Mil
Technology

Meta Platforms Inc Class A

1.88 2.2 Mil
Communication Services

Apple Inc

1.84 2.1 Mil
Technology

Eli Lilly and Co

1.31 1.5 Mil
Healthcare

UnitedHealth Group Inc

1.20 1.4 Mil
Healthcare

Alphabet Inc Class A

1.18 1.4 Mil
Communication Services

Visa Inc Class A

1.17 1.3 Mil
Financial Services

Johnson & Johnson

1.13 1.3 Mil
Healthcare

Alphabet Inc Class C

1.06 1.2 Mil
Communication Services