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Morningstar

SPDR® MSCI USA Gender Diversity ETF SHE

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

Morningstar’s Analysis SHE

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

  • People Pillar

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

SPDR ® MSCI USA Gender Diversity ETF earns a Morningstar Medalist Rating of Neutral with strength in areas such as People offset by weaker spots such as Process.

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 SHE

More SHE Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 35.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

5.35 12.2 Mil
Technology

Amazon.com Inc

4.64 10.6 Mil
Consumer Cyclical

Microsoft Corp

4.33 9.9 Mil
Technology

Apple Inc

4.20 9.6 Mil
Technology

Meta Platforms Inc Class A

3.89 8.9 Mil
Communication Services

Alphabet Inc Class A

3.06 7.0 Mil
Communication Services

Accenture PLC Class A

2.80 6.4 Mil
Technology

Eli Lilly and Co

2.79 6.4 Mil
Healthcare

JPMorgan Chase & Co

2.38 5.4 Mil
Financial Services

Intuit Inc

2.34 5.3 Mil
Technology