Advertisement
Skip to Content

SPDR S&P SmallCap 600 ESG ETF ESIX

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.

null Morningstar Manager Research

Morningstar Manager Research

Summary

A strong management team and sound investment process underpin SPDR S&P SmallCap 600 ESG ETF's Morningstar Medalist Rating of Silver. The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings ESIX

  • Current Portfolio Date
  • Equity Holdings 413
  • Bond Holdings 0
  • Other Holdings 4
  • % Assets in Top 10 Holdings 8.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
1.11
41,228
Technology
0.89
33,120
Technology
0.84
31,323
Consumer Defensive
0.83
30,863
Industrials
0.83
30,797
Technology
0.82
30,634
Technology
0.77
28,576
Healthcare
0.73
27,354
Healthcare
0.67
25,044
Consumer Cyclical