XARSPDR S&P Aerospace & Defense ETF
XAR Fund Description
XAR tracks an equal-weighted index of US aerospace & defense companies.
XAR Factset Analytics Insight
XAR takes a different approach to its target than other similar funds. It holds a portfolio of aerospace and defense stocks, as defined by GICS also and aims to achieve a 40/40/20 weighting among large-, mid, and small-caps respectively. The fund will generally invest substantially all, but at least 80%, of its total assets in the securities comprising the underlying index. It also tends to reach outside our definition of the segment into other sectors. As a result, it delivers diversified exposure.
XAR MSCI ESG Analytics Insight
SPDR S&P Aerospace & Defense ETF has an MSCI ESG Fund Rating of AA based on a score of 7.43 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
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. SPDR S&P Aerospace & Defense ETF ranks in the 82nd percentile within its peer group and in the 88th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
XAR MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
XAR Summary Data
XAR Portfolio Data
XAR Index Data
XAR Portfolio Management
XAR Tax Exposures
XAR Fund Structure
XAR Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of XAR. XAR is rated a 5 out of 5.
XAR Sector/Industry Breakdown
XAR Top 10 Holdings[View All]
XAR Economic Development
XAR Performance Statistics
XAR MSCI ESG Ratings
XAR Benchmark Comparison Summary
XAR Benchmark Comparison Market Cap Size