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

StepStone Group Inc Ordinary Shares - Class A

1.86 9.3 Mil
Financial Services

LPL Financial Holdings Inc

1.86 9.2 Mil
Financial Services

Blue Owl Capital Inc Ordinary Shares - Class A

1.85 9.2 Mil
Financial Services

Hamilton Lane Inc Class A

1.83 9.1 Mil
Financial Services

Stifel Financial Corp

1.81 9.0 Mil
Financial Services

Interactive Brokers Group Inc Class A

1.80 8.9 Mil
Financial Services

The Carlyle Group Inc

1.79 8.9 Mil
Financial Services

Invesco Ltd

1.79 8.9 Mil
Financial Services

Ameriprise Financial Inc

1.79 8.9 Mil
Financial Services

PJT Partners Inc Class A

1.78 8.8 Mil
Financial Services

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