Skip to Content
Morningstar

SPDR S&P SmallCap 600 ESG ETF ESIX

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

Morningstar’s Analysis ESIX

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

  • People Pillar

    The People Pillar is our evaluation of the ESIX 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 ESIX’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 SmallCap 600 ESG ETF's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings ESIX

More ESIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 8.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

ATI Inc

0.91 49,753
Industrials

Fabrinet

0.89 48,699
Technology

Mueller Industries Inc

0.88 48,286
Industrials

Ensign Group Inc

0.88 47,932
Healthcare

SPS Commerce Inc

0.87 47,704
Technology

Meritage Homes Corp

0.80 43,654
Consumer Cyclical

SPX Technologies Inc

0.77 41,970
Industrials

Insight Enterprises Inc

0.69 37,797
Technology

Mr. Cooper Group Inc

0.69 37,571
Financial Services

Glaukos Corp

0.68 36,942
Healthcare