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Morningstar

Utilities Select Sector SPDR® ETF XLU

Morningstar Medalist Rating
Medalist Rating as of | See State Street Investment Hub

Morningstar’s Analysis XLU

Will XLU 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 XLU’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the XLU 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 XLU’s parent organization’s priorities and whether they’re in line with investors’ interests.

A sound investment process and strong management team underpin Utilities Select Sector SPDR ® ETF's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings XLU

More XLU Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 60.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NextEra Energy Inc

13.79 1.6 Bil
Utilities

Southern Co

8.02 934.2 Mil
Utilities

Duke Energy Corp

7.68 894.2 Mil
Utilities

Constellation Energy Corp

6.24 726.7 Mil
Utilities

Sempra

4.51 524.7 Mil
Utilities

American Electric Power Co Inc

4.50 524.3 Mil
Utilities

Dominion Energy Inc

4.26 496.2 Mil
Utilities

Exelon Corp

3.82 444.9 Mil
Utilities

PG&E Corp

3.70 430.5 Mil
Utilities

Public Service Enterprise Group Inc

3.42 397.7 Mil
Utilities