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
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 18.9
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Microsoft Corp | 3.12 | 25M | Technology |
Berkshire Hathaway Inc Class B | 2.71 | 21M | Financial Services |
Amazon.com Inc | 2.63 | 21M | Consumer Cyclical |
Apple Inc | 2.17 | 17M | Technology |
ExxonMobil Holdings Corp | 1.47 | 12M | Energy |
Alphabet Inc Class C | 1.44 | 11M | Communication Services |
JPMorgan Chase & Co | 1.41 | 11M | Financial Services |
UnitedHealth Group Inc | 1.37 | 11M | Healthcare |
Walmart Inc | 1.30 | 10M | Consumer Defensive |
Verizon Communications Inc | 1.28 | 10M | Communication Services |