XLFFinancial Select Sector SPDR Fund
XLF Fund Description
XLF tracks an index of S&P 500 financial stocks, weighted by market cap.
XLF Factset Analytics Insight
XLF offers efficient exposure to the heavyweights in the US financials segment. Its cap-weighted, S&P 500-only portfolio means that it’s concentrated in large banks and avoids small-caps. For many investors and traders, XLF has been the go-to ETF for financials exposure, although there are more comprehensive funds out there for long-term exposure. Note: XLF spun off its real estate exposure in September 2016, consistent with the GICS reclassification that elevated real estate to sector-level status. The change was material: Real estate comprised about 20% of the fund at the time. For each share held, XLF shareholders as of 9/16/16 received 0.139146 shares of XLRE, State Street Global Advisors' real estate ETF. (Immediately prior to the distribution, XLF had swapped its REITs for shares of XLRE.)
XLF MSCI ESG Analytics Insight
Financial Select Sector SPDR Fund has an MSCI ESG Fund Rating of AA based on a score of 8.74 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. Financial Select Sector SPDR Fund ranks in the 95th percentile within its peer group and in the 69th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
XLF 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.
XLF Summary Data
XLF Portfolio Data
XLF Index Data
XLF Portfolio Management
XLF Tax Exposures
XLF Fund Structure
XLF Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of XLF. XLF is rated a 5 out of 5.
XLF Sector/Industry Breakdown
XLF Top 10 Holdings[View All]
XLF Economic Development
XLF Performance Statistics
XLF MSCI ESG Ratings
XLF Benchmark Comparison Summary
XLF Benchmark Comparison Market Cap Size
Options Strategies for Outcome Investing
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