XLBMaterials Select Sector SPDR Fund
XLB Fund Description
XLB tracks a market-cap-weighted index of US basic materials companies. The fund includes only the materials components of the S&P 500.
XLB Factset Analytics Insight
XLB invests in basic materials companies from the S&P 500, these would include companies in the chemicals, metals and mining, paper and forest products, containers and packaging, and construction materials industry. Its limited selection universe means it is heavily concentrated, and individual holdings must be taken into consideration before investing in this fund. Not surprisingly, XLB favors large-caps. Components of the index are all picked by the index committee, and weighed by free-float market capitalization, subject to a cap to ensure diversification requirements. Index rebalancing occurs quarterly.
XLB MSCI ESG Analytics Insight
Materials Select Sector SPDR Fund has an MSCI ESG Fund Rating of AA based on a score of 8.17 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. Materials Select Sector SPDR Fund ranks in the 95th percentile within its peer group and in the 92nd percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
XLB 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.
XLB Summary Data
XLB Portfolio Data
XLB Index Data
XLB Portfolio Management
XLB Tax Exposures
XLB Fund Structure
XLB Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of XLB. XLB is rated a 5 out of 5.
XLB Sector/Industry Breakdown
XLB Top 10 Holdings[View All]
XLB Economic Development
XLB Performance Statistics
XLB MSCI ESG Ratings
XLB Benchmark Comparison Summary
XLB Benchmark Comparison Market Cap Size
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