Consumer Defensive Medalist Funds
Funds and ETFs in this sector focus on companies that manufacture food, beverages, household and personal products, packaging, or tobacco. Consumer defensive companies also provide education & training services. Here we highlight those strategies that also received a Gold, Silver, or Bronze Morningstar Medalist Rating by our analysts. The Medalist Rating is a forward-looking assessment of an investment strategy. The rating is on a five-tier scale running from Gold to Negative. For actively managed stratgies, Morningstar assigns Gold, silver, and Bronze ratings to vehicles expected to add value over the long term when compared with a relevant Morningstar Category index after accounting for fees and risk. For passive strategies, funds and ETFs with top ratings are expected to deliver alpha that exceeds the lesser of the category median net alpha, or zero, over the long term.
|
Name
|
Morningstar Rating for Funds
Overall
|
Medalist Rating
Overall
|
Adjusted Expense Ratio
|
Total Return
1 Year
|
Total Return
3 Year
|
Total Return
5 Year
|
Fund Size
| |
|---|---|---|---|---|---|---|---|---|
| Fidelity MSCI Consumer Staples Index ETF
FSTA
| 0.084% | 4.29% | 8.60% | 6.46% | $1.36B | |||
| iShares Global Consumer Staples ETF
KXI
| 0.380% | 3.64% | 7.12% | 4.11% | $1.10B | |||
| State Street® Consumer Staples Select Sector SPDR® ETF
XLP
| 0.080% | 5.47% | 8.18% | 5.84% | $13.17B | |||
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MSMCDT
| 0.090% | 4.29% | 8.58% | 6.42% | $9.25B | |||
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VJLR
| 0.090% | 4.28% | 8.58% | 6.42% | $9.25B |
United States