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Morningstar

SPDR® S&P Insurance ETF KIE

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

Morningstar’s Analysis KIE

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

  • People Pillar

    The People Pillar is our evaluation of the KIE 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 KIE’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 Insurance 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 KIE

More KIE Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 22.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Allstate Corp

2.35 16.9 Mil
Financial Services

Progressive Corp

2.32 16.6 Mil
Financial Services

Lincoln National Corp

2.29 16.5 Mil
Financial Services

Arch Capital Group Ltd

2.28 16.4 Mil
Financial Services

Oscar Health Inc Class A

2.25 16.2 Mil
Healthcare

The Travelers Companies Inc

2.25 16.2 Mil
Financial Services

First American Financial Corp

2.24 16.1 Mil
Financial Services

The Hartford Financial Services Group Inc

2.23 16.0 Mil
Financial Services

Axis Capital Holdings Ltd

2.23 16.0 Mil
Financial Services

Old Republic International Corp

2.22 16.0 Mil
Financial Services