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Morningstar

Health Care Select Sector SPDR® ETF XLV

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

Morningstar’s Analysis XLV

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

  • People Pillar

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

A sound investment process and strong management team underpin Health Care Select Sector SPDR ® ETF's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings XLV

More XLV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 55.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Eli Lilly and Co

11.67 4.4 Bil
Healthcare

UnitedHealth Group Inc

8.64 3.2 Bil
Healthcare

Johnson & Johnson

6.80 2.6 Bil
Healthcare

Merck & Co Inc

6.20 2.3 Bil
Healthcare

AbbVie Inc

5.66 2.1 Bil
Healthcare

Thermo Fisher Scientific Inc

4.12 1.5 Bil
Healthcare

Abbott Laboratories

3.59 1.3 Bil
Healthcare

Danaher Corp

3.07 1.2 Bil
Healthcare

Pfizer Inc

2.80 1.1 Bil
Healthcare

Amgen Inc

2.76 1.0 Bil
Healthcare