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Morningstar

SPDR® MSCI USA Small Cap Val Wtd ETF USD USSC

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

Morningstar’s Analysis USSC

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

  • People Pillar

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

A sound investment process and strong management team underpin SPDR ® MSCI USA Small Cap Val Wtd ETF USD's Morningstar Medalist Rating of Gold.

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 USSC

More USSC Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 5.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Jackson Financial Inc

0.97 4.9 Mil
Financial Services

United States Steel Corp

0.66 3.4 Mil
Basic Materials

Lumen Technologies Inc Ordinary Shares

0.63 3.2 Mil
Communication Services

Plains GP Holdings LP Class A

0.57 2.9 Mil
Energy

Performance Food Group Co

0.55 2.8 Mil
Consumer Defensive

Unum Group

0.50 2.5 Mil
Financial Services

First Horizon Corp

0.50 2.5 Mil
Financial Services

Arrow Electronics Inc

0.49 2.5 Mil
Technology

EchoStar Corp Class A

0.48 2.4 Mil
Technology

Reinsurance Group of America Inc

0.48 2.4 Mil
Financial Services