XRTSPDR S&P Retail ETF
XRT Fund Description
The SPDR S&P Retail ETF tracks a broad-based, equal-weighted index of stocks in the US retail industry.
XRT Factset Analytics Insight
For giant XRT, equal-weighting, rather than cap-weighting makes for radical differences in exposure and performance. The effect of equal weighting is keener for XRT than for some other equal-weight funds because XRT draws retail stocks from the broad S&P Total Market Index, not the large-cap-oriented S&P 500. Because it fishes in deeper water, the basket includes many more small-caps. The result: XRT has an order of magnitude greater small- and micro-cap exposure versus our retail benchmark, and by industry it loads up on apparel and accessory retailers to make up for its tiny 1% position in Walmart. These traits drive down XRT's correlation to the sector, while increasing risk. Holdings aside, the fund has a large asset base and a long track record. XRT also trades extremely well. It’s often heavily shorted too—a fact that poses no threats to XRT shareholders.
XRT MSCI ESG Analytics Insight
The MSCI ESG Fund Quality Score measures the ability of ETF underlying holdings to manage key medium to long-term risks and opportunities arising from environmental, social, and governance factors, as determined by MSCI ESG Research LLC. As of June 21, 2018 the SPDR S&P Retail ETF MSCI ESG Fund Quality Score is 4.36 out of 10.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. XRT ranks in the 28th percentile within its peer group and in the 15th percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.
XRT CHARTS AND PERFORMANCE
XRT Top 10 Countries
XRT Top 10 Sectors
XRT Top 10 Holdings [View All]
XRT Portfolio Management
XRT Tax Exposures
XRT Fund Structure
XRT Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of XRT. XRT is rated a 5 out of 5.
XRT Sector/Industry Breakdown
XRT TOP 10 HOLDINGS[View All]
XRT Economic Development
XRT Performance Statistics
XRT MSCI ESG Ratings
XRT BENCHMARK COMPARISON SUMMARY
XRT BENCHMARK COMPARISON MARKET CAP SIZE
Options Strategies for Outcome Investing
A collar strategy is a protective option strategy constructed by writing a call and buying a put with the same expiration date while being long the underlying security.
A covered call is an income strategy constructed by writing a call option against a holding of the underlying security.