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Morningstar

SPDR® S&P Kensho Intelligent Strctr ETF SIMS

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

Morningstar’s Analysis SIMS

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

  • People Pillar

    The People Pillar is our evaluation of the SIMS 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 SIMS’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 Kensho Intelligent Strctr ETF's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SIMS

More SIMS Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 29.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Arlo Technologies Inc

3.04 420,491
Industrials

EVgo Inc Class A

3.00 415,221
Consumer Cyclical

Mueller Water Products, Inc. Class A

3.00 414,937
Industrials

ChargePoint Holdings Inc Ordinary Shares - Class A

2.98 412,628
Consumer Cyclical

Alarm.com Holdings Inc

2.86 396,355
Technology

Resideo Technologies Inc

2.86 396,250
Industrials

Pentair PLC

2.84 393,006
Industrials

Generac Holdings Inc

2.82 390,811
Industrials

Badger Meter Inc

2.81 388,953
Technology

Select Water Solutions Inc Class A

2.75 380,293
Basic Materials