Morningstar

SPDR® S&P® U.S. Dividend Artcrts ESG ETF UEDV

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

Morningstar’s Analysis UEDV

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

  • People Pillar

    The People Pillar is our evaluation of the UEDV 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 UEDV’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 ® U.S. Dividend Artcrts ESG ETF's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings UEDV

More UEDV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 23.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Best Buy Co Inc

3.21 864,621
Consumer Cyclical

Realty Income Corp

2.58 694,956
Real Estate

AbbVie Inc

2.50 672,617
Healthcare

T. Rowe Price Group Inc

2.46 663,710
Financial Services

Edison International

2.42 653,088
Utilities

International Business Machines Corp

2.38 641,795
Technology

Eversource Energy

2.29 618,030
Utilities

Essex Property Trust Inc

2.04 550,072
Real Estate

Federal Realty Investment Trust

2.04 548,407
Real Estate

Kimberly-Clark Corp

1.99 536,253
Consumer Defensive

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