Morningstar

SPDR® S&P 400 Mid Cap Value ETF MDYV

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

Morningstar’s Analysis MDYV

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

  • People Pillar

    The People Pillar is our evaluation of the MDYV 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 MDYV’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 400 Mid Cap Value ETF's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable 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 MDYV

More MDYV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 10.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Illumina Inc

1.50 39.7 Mil
Healthcare

Tenet Healthcare Corp

1.13 29.8 Mil
Healthcare

Fidelity National Financial Inc

1.12 29.5 Mil
Financial Services

US Foods Holding Corp

1.10 29.0 Mil
Consumer Defensive

Reinsurance Group of America Inc

1.03 27.1 Mil
Financial Services

Coherent Corp

1.01 26.7 Mil
Technology

W.P. Carey Inc

0.98 25.9 Mil
Real Estate

Jones Lang LaSalle Inc

0.92 24.3 Mil
Real Estate

Performance Food Group Co

0.88 23.1 Mil
Consumer Defensive

Regal Rexnord Corp

0.80 21.2 Mil
Industrials

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