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 AA based on a score of 7.15 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 53th percentile within its peer group and in the 26th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
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