Morningstar

State Street® SPDR® S&P 500® ESG ETF EFIV

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

Morningstar’s Analysis EFIV

Will EFIV outperform in the 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 EFIV’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

State Street® SPDR® S&P 500® ESG ETF holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings EFIV

More EFIV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 41.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

12.89 138M
Technology

Microsoft Corp

9.75 105M
Technology

Alphabet Inc Class A

4.58 49M
Communication Services

Alphabet Inc Class C

3.68 39M
Communication Services

Eli Lilly and Co

2.53 27M
Healthcare

Micron Technology Inc

2.52 27M
Technology

Visa Inc Class A

1.70 18M
Financial Services

Walmart Inc

1.32 14M
Consumer Defensive

AbbVie Inc

1.25 13M
Healthcare

Mastercard Inc Class A

1.22 13M
Financial Services

Sponsor Center