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Morningstar

SPDR® S&P 500® ESG ETF EFIV

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

Morningstar’s Analysis EFIV

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

  • People Pillar

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

A sound investment process and strong management team underpin SPDR ® S&P 500 ® ESG ETF's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable 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 EFIV

More EFIV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 42.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

9.52 134.0 Mil
Technology

Microsoft Corp

9.44 132.9 Mil
Technology

NVIDIA Corp

8.39 118.1 Mil
Technology

Alphabet Inc Class A

2.99 42.0 Mil
Communication Services

Alphabet Inc Class C

2.51 35.3 Mil
Communication Services

Eli Lilly and Co

1.99 28.0 Mil
Healthcare

Tesla Inc

1.86 26.1 Mil
Consumer Cyclical

JPMorgan Chase & Co

1.83 25.7 Mil
Financial Services

Exxon Mobil Corp

1.60 22.6 Mil
Energy

UnitedHealth Group Inc

1.57 22.1 Mil
Healthcare