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SPDR® S&P 500 ETF SPY5 ETF Analysis

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

Morningstar’s Analysis SPY5

Will SPY5 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 SPY5’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SPY5 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 SPY5’s parent organization’s priorities and whether they’re in line with investors’ interests.

Among the best for large-cap investors.

Associate Analyst Mo'ath Almahasneh

Mo'ath Almahasneh

Associate Analyst

Summary

SPDR S&P 500 funds offer well-diversified, market-cap-weighted portfolios of 500 of the largest U.S. stocks. The funds accurately represent the large-cap opportunity set while charging rock-bottom fees,a recipe for success over the long run.

by Mo'ath Almahasneh
Rated on Published on

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