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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 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.

SP Funds S&P World ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
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 34.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd ADR

14.16 1.6 Mil
Technology

Novo Nordisk A/S ADR

3.65 414,562
Healthcare

ASML Holding NV

3.23 366,727
Technology

Nestle SA ADR

2.48 281,169
Consumer Defensive

PDD Holdings Inc ADR

2.05 232,779
Consumer Cyclical

AstraZeneca PLC ADR

1.95 221,076
Healthcare

Novartis AG ADR

1.81 205,748
Healthcare

SAP SE ADR

1.72 195,593
Technology

Roche Holding AG ADR

1.53 173,620
Healthcare

Meituan ADR

1.49 169,039
Consumer Cyclical