Morningstar

SP Funds S&P World ETF SPWO

Morningstar Medalist Rating
Medalist Rating as of | See SP Funds Investment Hub

Morningstar’s Analysis SPWO

Will SPWO outperform in the 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 SPWO’s performance objective and investment process is for both security selection and portfolio construction.

  • 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

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.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings SPWO

More SPWO Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 40.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd ADR

20.94 50M
Technology

Samsung Electronics Co Ltd

3.48 8M
Technology

ASML Holding NV

2.91 7M
Technology

Alibaba Group Holding Ltd ADR

2.85 7M
Consumer Cyclical

SK hynix Inc

2.67 6M
Technology

MediaTek Inc

2.23 5M
Technology

Roche Holding AG ADR

1.60 4M
Healthcare

Novartis AG ADR

1.34 3M
Healthcare

AstraZeneca PLC

1.26 3M
Healthcare

Nestle SA ADR

1.23 3M
Consumer Defensive

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