KCESPDR S&P Capital Markets ETF
KCE Fund Description
KCE tracks an equal-weighted index of US capital markets companies, as defined by GICS.
KCE Factset Analytics Insight
KCE offers an equal-weighted portfolio of capital markets companies. These companies are defined as those publicly-traded names that do business as broker-dealers, asset managers, trust and custody banks or exchanges. The passively-managed fund selects its constituents based on market cap and its equal-weighting strategy causes the fund to tilt much smaller than our benchmark, with all of the associated risks that go along with it. Although the fund launched in 2005, it underwent a material index change in October 2011. The fund's exposure is predominantly investment management companies such as State Street, Northern Trust, and Charles Schwab, and its concentrated portfolio is relatively evenly split between large-, mid-, and small-cap securities giving it exposure to the full size spectrum of capital markets companies. The underlying index is rebalanced quarterly.
KCE Summary Data
KCE Portfolio Data
KCE Index Data
KCE Portfolio Management
KCE Tax Exposures
KCE Fund Structure
KCE Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of KCE. KCE is rated a 5 out of 5.
KCE Sector/Industry Breakdown
KCE Top 10 Holdings[View All]
KCE Economic Development
KCE Performance Statistics
KCE Benchmark Comparison Summary
KCE Benchmark Comparison Market Cap Size