Morningstar

State Street® SPDR® Portfolio S&P 400™ Mid Cap ETF EMM

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

Morningstar’s Analysis EMM

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

  • People Pillar

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

Mid-cap portfolio of US equities at an attractive fee.

Associate Analyst Madeleine Black

Madeleine Black

Associate Analyst

Summary

State Street SPDR S&P 400 US Mid Cap ETF offers a diversified exposure to US mid-cap stocks. A soundly constructed and reasonably representative benchmark sets this strategy up to post attractive risk-adjusted returns relative to its peers over the long haul.

by Madeleine Black
Rated on Published on

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Portfolio Holdings EMM

More EMM Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 7.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Okta Inc Class A

1.10 204M
Technology

TechnipFMC PLC

0.82 152M
Energy

United Therapeutics Corp

0.74 138M
Healthcare

Entegris Inc

0.67 125M
Technology

ATI Inc

0.66 123M
Industrials

US Foods Holding Corp

0.65 120M
Consumer Defensive

Reliance Inc

0.65 120M
Basic Materials

XPO Inc

0.64 119M
Industrials

nVent Electric PLC

0.64 118M
Industrials

Permian Resources Corp Class A

0.62 116M
Energy

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