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Morningstar

SPDR® S&P 400 Mid Cap Value ETF MDYV

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

Morningstar’s Analysis MDYV

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

  • People Pillar

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

A strong management team and sound investment process underpin SPDR ® S&P 400 Mid Cap Value ETF's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MDYV

More MDYV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 9.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Reinsurance Group of America Inc

1.07 26.0 Mil
Financial Services

Tenet Healthcare Corp

1.06 25.7 Mil
Healthcare

Fidelity National Financial Inc

1.05 25.3 Mil
Financial Services

W.P. Carey Inc

0.99 24.0 Mil
Real Estate

US Foods Holding Corp

0.94 22.7 Mil
Consumer Defensive

BJ's Wholesale Club Holdings Inc

0.91 22.1 Mil
Consumer Defensive

Performance Food Group Co

0.86 20.7 Mil
Consumer Defensive

Ally Financial Inc

0.82 19.8 Mil
Financial Services

TD Synnex Corp

0.79 19.1 Mil
Technology

Annaly Capital Management Inc

0.79 19.0 Mil
Real Estate