XLIIndustrial Select Sector SPDR Fund
XLI Fund Description
XLI tracks a market-cap-weighted index of industrial-sector stocks drawn from the S&P 500.
XLI Factset Analytics Insight
XLI provides investors with broad US industrial exposure. The fund selects from the S&P 500, limiting its small- and midcap exposure and producing a more concentrated portfolio. Because smaller firms make up only a fraction of the industrial sector, the effects of the exclusion are mild. Included companies are those from the industry groups of industrial sector, such as capital goods, commercial & professional services, and transportation. Holdings are weighted by market cap, subject to a capping methodology that ensures no single security exceeds 25% at each quarterly rebalance.
XLI MSCI ESG Analytics Insight
Industrial Select Sector SPDR Fund has an MSCI ESG Fund Rating of AA based on a score of 7.16 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. Industrial Select Sector SPDR Fund ranks in the 53th percentile within its peer group and in the 59th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
XLI 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.
XLI Summary Data
XLI Portfolio Data
XLI Index Data
XLI Portfolio Management
XLI Tax Exposures
XLI Fund Structure
XLI Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of XLI. XLI is rated a 5 out of 5.
XLI Sector/Industry Breakdown
XLI Top 10 Holdings[View All]
XLI Economic Development
XLI Performance Statistics
XLI MSCI ESG Ratings
XLI Benchmark Comparison Summary
XLI Benchmark Comparison Market Cap Size
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