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SPDR® S&P/ASX 50 ETF SFY ETF Analysis

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

Morningstar’s Analysis SFY

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

  • People Pillar

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

Cost-efficient exposure to domestic giant- and large-cap stocks.

Senior Analyst Kongkon Gogoi

Kongkon Gogoi

Senior Analyst

Summary

SPDR S&P/ASX 50 ETF SFY remains a sensible choice for Australian large-cap equity exposure at an attractive price, notwithstanding the inherent concentration risk present in its portfolio.

by Kongkon Gogoi
Rated on Published on

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