Morningstar

SPDR® S&P Kensho Intelligent Strctr ETF SIMS

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

Morningstar’s Analysis SIMS

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

  • People Pillar

    The People Pillar is our evaluation of the SIMS 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 SIMS’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 Kensho Intelligent Strctr ETF's Morningstar Medalist Rating of Gold.

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

Unlock our full analysis with Morningstar Investor

Portfolio Holdings SIMS

More SIMS Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 31.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

EVgo Inc Class A

3.51 399,734
Consumer Cyclical

Carrier Global Corp Ordinary Shares

3.40 387,237
Industrials

Pentair PLC

3.33 378,936
Industrials

Mueller Water Products Inc Class A shares

3.30 375,302
Industrials

Badger Meter Inc

3.14 357,756
Technology

Generac Holdings Inc

3.03 344,770
Industrials

Veralto Corp

3.02 343,075
Industrials

Tetra Tech Inc

3.01 341,910
Industrials

Johnson Controls International PLC Registered Shares

2.97 337,759
Industrials

Select Water Solutions Inc Class A

2.81 320,110
Energy

Sponsor Center