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Morningstar

SPDR MSCI USA Climate Paris Aligned ETF NZUS

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

Morningstar’s Analysis NZUS

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

  • People Pillar

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

A strong management team and sound investment process underpin SPDR MSCI USA Climate Paris Aligned ETF's Morningstar Medalist Rating of Silver.

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 NZUS

More NZUS Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 36.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

7.84 174,208
Technology

Apple Inc

6.61 146,832
Technology

NVIDIA Corp

5.79 128,574
Technology

Amazon.com Inc

3.85 85,564
Consumer Cyclical

Meta Platforms Inc Class A

2.60 57,818
Communication Services

Alphabet Inc Class C

2.36 52,398
Communication Services

Eli Lilly and Co

2.06 45,797
Healthcare

Visa Inc Class A

1.87 41,449
Financial Services

Digital Realty Trust Inc

1.55 34,345
Real Estate

Broadcom Inc

1.50 33,348
Technology