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Morningstar

SPDR® S&P Capital Markets ETF KCE

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

Morningstar’s Analysis KCE

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

  • People Pillar

    The People Pillar is our evaluation of the KCE 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 KCE’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 Capital Markets 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 cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings KCE

More KCE Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 19.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Victory Capital Holdings Inc Class A

2.16 4.8 Mil
Financial Services

B. Riley Financial Inc

2.11 4.6 Mil
Financial Services

Virtu Financial Inc Class A

1.96 4.3 Mil
Financial Services

Charles Schwab Corp

1.89 4.1 Mil
Financial Services

The Goldman Sachs Group Inc

1.88 4.1 Mil
Financial Services

Interactive Brokers Group Inc Class A

1.86 4.1 Mil
Financial Services

StoneX Group Inc

1.84 4.0 Mil
Financial Services

StepStone Group Inc Ordinary Shares - Class A

1.84 4.0 Mil
Financial Services

Stifel Financial Corp

1.81 4.0 Mil
Financial Services

Piper Sandler Cos

1.80 4.0 Mil
Financial Services