State Street® SPDR® USSmCapLowVolIndETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
State Street® SPDR® US Small Cap Low Volatility Index ETF SMLV
Morningstar’s Analysis SMLV
Will SMLV outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the SMLV 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 SMLV’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 5.9
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
E-Mini Russ 2000 Jun26 Xcme 20260618 | 0.70 | 2M | — |
Phillips Edison & Co Inc Ordinary Shares - New | 0.64 | 2M | Real Estate |
Landstar System Inc | 0.61 | 2M | Industrials |
Horace Mann Educators Corp | 0.61 | 2M | Financial Services |
City Holding Co | 0.57 | 1M | Financial Services |
NorthWestern Energy Group Inc | 0.57 | 1M | Utilities |
Atlanta Braves Holdings Inc Class C | 0.56 | 1M | Communication Services |
Vishay Precision Group Inc | 0.56 | 1M | Technology |
American States Water Co | 0.54 | 1M | Utilities |
Selective Insurance Group Inc | 0.51 | 1M | Financial Services |
United States