Morningstar

State Street® SPDR® US Large Cap Low Volatility Index ETF LGLV

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

Morningstar’s Analysis LGLV

Will LGLV outperform in the 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 LGLV’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LGLV 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 LGLV’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

State Street® SPDR®USLrgCapLowVolIdxETF holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings LGLV

More LGLV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 16.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Welltower Inc

4.56 55M
Real Estate

Realty Income Corp

1.78 22M
Real Estate

Vivmark Residential

1.59 19M
Real Estate

Duke Energy Corp

1.37 17M
Utilities

Coca-Cola Co

1.20 14M
Consumer Defensive

Southern Co

1.16 14M
Utilities

Public Service Enterprise Group Inc

1.15 14M
Utilities

Consolidated Edison Inc

1.14 14M
Utilities

CME Group Inc Class A

1.09 13M
Financial Services

Johnson & Johnson

1.06 13M
Healthcare

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