XLEEnergy Select Sector SPDR Fund
XLE Fund Description
XLE tracks a market-cap-weighted index of US energy companies in the S&P 500.
XLE Factset Analytics Insight
XLE offers liquid exposure to a market-like basket of US energy firms. “Market-like” in the context of the energy sector means concentrated exposure to the giants in the industry, including companies in the oil, gas and consumable fuels, and energy equipment and services industries as identified by GICS. XLE pulls its stocks from the S&P 500 rather than the total market, so its portfolio mainly favors large-caps. Holdings are weighted by market cap, subject to a capping methodology that ensures no single security exceeds 25% at each quarterly rebalance.
XLE MSCI ESG Analytics Insight
Energy Select Sector SPDR Fund has an MSCI ESG Fund Rating of BBB based on a score of 5.34 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. Energy Select Sector SPDR Fund ranks in the 35th percentile within its peer group and in the 25th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
XLE 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.
XLE Summary Data
XLE Portfolio Data
XLE Index Data
XLE Portfolio Management
XLE Tax Exposures
XLE Fund Structure
XLE Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of XLE. XLE is rated a 5 out of 5.
XLE Sector/Industry Breakdown
XLE Top 10 Holdings[View All]
XLE Economic Development
XLE Performance Statistics
XLE MSCI ESG Ratings
XLE Benchmark Comparison Summary
XLE Benchmark Comparison Market Cap Size
Options Strategies for Outcome Investing
Options allow you to customize investment outcomes. Using the strategy builders provided by Cboe Vest Technologies, you can construct some of the most common option strategies. Check out our user guide for more information on how to use the tool.
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.