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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 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 ESIX

More ESIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 9.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Ensign Group Inc

1.01 43,660
Healthcare

SPS Commerce Inc

0.96 41,240
Technology

Fabrinet

0.94 40,443
Technology

AAON Inc

0.92 39,634
Industrials

Abercrombie & Fitch Co Class A

0.89 38,325
Consumer Cyclical

SM Energy Co

0.88 37,958
Energy

Meritage Homes Corp

0.87 37,280
Consumer Cyclical

SPX Technologies Inc

0.84 36,084
Industrials

Boise Cascade Co

0.83 35,677
Basic Materials

Badger Meter Inc

0.82 35,346
Technology