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Morningstar

SPDR® S&P® U.S. Dividend Artcrts ESG ETF UEDV

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

Morningstar’s Analysis UEDV

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

  • People Pillar

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

Decreased confidence in SPDR ® S&P ® U.S. Dividend Artcrts ESG ETF's prospects relative to its Morningstar Category peers results in a downgrade in this strategy's Morningstar Medalist Rating to Bronze from Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a 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 UEDV

More UEDV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 22.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Best Buy Co Inc

2.38 614,159
Consumer Cyclical

Realty Income Corp

2.37 610,681
Real Estate

Amcor PLC Ordinary Shares

2.37 610,304
Consumer Cyclical

T. Rowe Price Group Inc

2.27 584,363
Financial Services

Eversource Energy

2.25 579,829
Utilities

UGI Corp

2.19 563,193
Utilities

Edison International

2.07 534,153
Utilities

Exxon Mobil Corp

2.07 534,123
Energy

International Business Machines Corp

2.04 524,949
Technology

Chevron Corp

2.04 524,643
Energy