State Street® SPDR® S&P® 1500 ValTiltETF holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.
State Street® SPDR® S&P® 1500 Value Tilt ETF VLU
Morningstar’s Analysis VLU
Will VLU 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 VLU 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 VLU’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 17.8
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Amazon.com Inc | 2.63 | 19M | Consumer Cyclical |
Berkshire Hathaway Inc Class B | 2.46 | 18M | Financial Services |
Microsoft Corp | 2.39 | 17M | Technology |
Apple Inc | 1.91 | 14M | Technology |
Alphabet Inc Class C | 1.65 | 12M | Communication Services |
Verizon Communications Inc | 1.40 | 10M | Communication Services |
JPMorgan Chase & Co | 1.39 | 10M | Financial Services |
UnitedHealth Group Inc | 1.38 | 10M | Healthcare |
Walmart Inc | 1.32 | 9M | Consumer Defensive |
Exxon Mobil Corp | 1.22 | 9M | Energy |
United States