XBISPDR S&P Biotech ETF
XBI Fund Description
XBI tracks an equal-weighted index of US biotechnology stocks.
XBI Factset Analytics Insight
XBI provides exposure to US biotech stocks, as defined by GICS, from a universe that invests across the market-cap spectrum. The fund equal-weights its portfolio, which in turn emphasizes small- and micro-caps and greatly reduces single-name risk. Thus, the weighted-average market-cap is much smaller than some competitors. Unlike other funds in this segment, XBI is a pure biotech play, with relatively small pharma overlap. The index is rebalanced quarterly.
XBI MSCI ESG Analytics Insight
SPDR S&P Biotech ETF has an MSCI ESG Fund Rating of BB based on a score of 3.50 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 Biotech ETF ranks in the 7th percentile within its peer group and in the 19th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
XBI 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.
XBI Summary Data
XBI Portfolio Data
XBI Index Data
XBI Portfolio Management
XBI Tax Exposures
XBI Fund Structure
XBI Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of XBI. XBI is rated a 5 out of 5.
XBI Sector/Industry Breakdown
XBI Top 10 Holdings[View All]
XBI Economic Development
XBI Performance Statistics
XBI MSCI ESG Ratings
XBI Benchmark Comparison Summary
XBI Benchmark Comparison Market Cap Size
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