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Morningstar

SPDR® SSGA US Large Cap Low Volatil ETF LGLV

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

Morningstar’s Analysis LGLV

Will LGLV 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 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.

A lowering of its Process Pillar rating is the primary driver of SPDR ® SSGA US Large Cap Low Volatil ETF's downgrade to a Morningstar Medalist Rating of Silver from Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a 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 LGLV

More LGLV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 11.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

PepsiCo Inc

1.47 10.2 Mil
Consumer Defensive

Colgate-Palmolive Co

1.36 9.4 Mil
Consumer Defensive

General Mills Inc

1.32 9.1 Mil
Consumer Defensive

Linde PLC

1.30 9.0 Mil
Basic Materials

Procter & Gamble Co

1.09 7.6 Mil
Consumer Defensive

Republic Services Inc

1.08 7.5 Mil
Industrials

Johnson & Johnson

1.08 7.5 Mil
Healthcare

Xcel Energy Inc

1.08 7.5 Mil
Utilities

Vulcan Materials Co

1.08 7.5 Mil
Basic Materials

Walmart Inc

1.07 7.4 Mil
Consumer Defensive