EFIV – SPDR® S&P 500® ESG ETF – ETF Stock Quote | Morningstar

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Will EFIV outperform in future?

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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.

A sound investment process and strong management team underpin SPDR ® S&P 500 ® ESG ETF's Morningstar Medalist Rating of Silver.

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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 Aug 31, 2024 Published on Aug 31, 2024

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Current Portfolio Date Sep 30, 2024
Equity Holdings —
Bond Holdings —
Other Holdings —
% Assets in Top 10 Holdings 41.9

Top 10 Holdings	% Portfolio Weight	Market Value USD	Sector
Apple Inc	9.97	159.0 Mil	Technology
Microsoft Corp	9.07	144.6 Mil	Technology
NVIDIA Corp	8.35	133.1 Mil	Technology
Alphabet Inc Class A	2.84	45.2 Mil	Communication Services
Alphabet Inc Class C	2.35	37.4 Mil	Communication Services
Tesla Inc	2.08	33.1 Mil	Consumer Cyclical
Eli Lilly and Co	2.03	32.3 Mil	Healthcare
JPMorgan Chase & Co	1.71	27.2 Mil	Financial Services
UnitedHealth Group Inc	1.56	24.9 Mil	Healthcare
Exxon Mobil Corp	1.55	24.6 Mil	Energy

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