Morningstar

SPDR® S&P Capital Markets ETF KCE

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

Morningstar’s Analysis KCE

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

  • People Pillar

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

A strong management team and sound investment process underpin SPDR ® S&P Capital Markets 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 cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings KCE

More KCE Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 18.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

LPL Financial Holdings Inc

1.87 9.3 Mil
Financial Services

Blue Owl Capital Inc Ordinary Shares - Class A

1.82 9.1 Mil
Financial Services

Hamilton Lane Inc Class A

1.82 9.1 Mil
Financial Services

Invesco Ltd

1.81 9.1 Mil
Financial Services

StepStone Group Inc Ordinary Shares - Class A

1.81 9.1 Mil
Financial Services

Stifel Financial Corp

1.81 9.0 Mil
Financial Services

Coinbase Global Inc Ordinary Shares - Class A

1.81 9.0 Mil
Financial Services

Interactive Brokers Group Inc Class A

1.80 9.0 Mil
Financial Services

The Carlyle Group Inc

1.78 8.9 Mil
Financial Services

PJT Partners Inc Class A

1.77 8.9 Mil
Financial Services

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