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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 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 SIMS

More SIMS Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 31.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Acuity Brands Inc

3.50 581,496
Industrials

Itron Inc

3.47 577,195
Technology

Parsons Corp

3.24 538,232
Technology

Xylem Inc

3.18 527,926
Industrials

Badger Meter Inc

3.16 524,692
Technology

Pentair PLC

3.07 511,157
Industrials

Tetra Tech Inc

3.07 510,466
Industrials

Johnson Controls International PLC

3.02 502,130
Industrials

Resideo Technologies Inc

3.00 499,138
Industrials

Alarm.com Holdings Inc

3.00 498,422
Technology