We have qualitatively reviewed this strategy and reaffirmed its Below Average Process and Above Average People ratings. The following text is from Feb. 17, 2023.
SPDR® Dow Jones Industrial Avrg ETF Tr DIA
Morningstar’s Analysis DIA
Will DIA outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 57.3
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
UnitedHealth Group Inc | 8.32 | 2.7 Bil | Healthcare |
The Goldman Sachs Group Inc | 7.22 | 2.3 Bil | Financial Services |
Microsoft Corp | 6.98 | 2.3 Bil | Technology |
Caterpillar Inc | 6.21 | 2.0 Bil | Industrials |
The Home Depot Inc | 5.69 | 1.8 Bil | Consumer Cyclical |
McDonald's Corp | 4.72 | 1.5 Bil | Consumer Cyclical |
Salesforce Inc | 4.72 | 1.5 Bil | Technology |
Visa Inc Class A | 4.70 | 1.5 Bil | Financial Services |
Amgen Inc | 4.66 | 1.5 Bil | Healthcare |
American Express Co | 4.08 | 1.3 Bil | Financial Services |