SP Funds S&P World ETF 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.
SP Funds S&P World ETF SPWO
Morningstar’s Analysis SPWO
Will SPWO 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 SPWO 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 SPWO’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 43.4
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Taiwan Semiconductor Manufacturing Co Ltd ADR | 20.12 | 38M | Technology |
Samsung Electronics Co Ltd | 5.33 | 10M | Technology |
SK Hynix Inc | 3.82 | 7M | Technology |
ASML Holding NV | 3.17 | 6M | Technology |
Alibaba Group Holding Ltd ADR | 2.98 | 6M | Consumer Cyclical |
MediaTek Inc | 2.40 | 5M | Technology |
Delta Electronics Inc | 1.59 | 3M | Technology |
Roche Holding AG ADR | 1.37 | 3M | Healthcare |
Novartis AG ADR | 1.34 | 3M | Healthcare |
AstraZeneca PLC | 1.32 | 2M | Healthcare |
United States