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Morningstar

SPDR® MSCI USA Gender Diversity ETF SHE

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

Morningstar’s Analysis SHE

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

  • People Pillar

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

SPDR ® MSCI USA Gender Diversity ETF earns a Morningstar Medalist Rating of Neutral with strength in areas such as People offset by weaker spots such as Process.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SHE

More SHE Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 35.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

4.87 11.2 Mil
Technology

Amazon.com Inc

4.63 10.7 Mil
Consumer Cyclical

Microsoft Corp

4.49 10.4 Mil
Technology

Meta Platforms Inc Class A

4.40 10.2 Mil
Communication Services

Apple Inc

4.12 9.5 Mil
Technology

Alphabet Inc Class A

2.96 6.8 Mil
Communication Services

Accenture PLC Class A

2.88 6.6 Mil
Technology

Eli Lilly and Co

2.58 6.0 Mil
Healthcare

JPMorgan Chase & Co

2.37 5.5 Mil
Financial Services

Cisco Systems Inc

2.36 5.5 Mil
Technology