Morningstar

SPDR® SSGA US Large Cap Low Volatil ETF LGLV

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

Morningstar’s Analysis LGLV

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

  • People Pillar

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

SPDR ® SSGA US Large Cap Low Volatil ETF’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

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 LGLV

More LGLV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 12.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Colgate-Palmolive Co

1.42 11.7 Mil
Consumer Defensive

PepsiCo Inc

1.29 10.7 Mil
Consumer Defensive

Walmart Inc

1.26 10.4 Mil
Consumer Defensive

General Mills Inc

1.25 10.3 Mil
Consumer Defensive

Linde PLC

1.24 10.2 Mil
Basic Materials

Xcel Energy Inc

1.14 9.4 Mil
Utilities

Public Service Enterprise Group Inc

1.13 9.3 Mil
Utilities

Duke Energy Corp

1.13 9.3 Mil
Utilities

Air Products & Chemicals Inc

1.11 9.2 Mil
Basic Materials

Public Storage

1.11 9.1 Mil
Real Estate

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