XLI
Industrial Select Sector SPDR FundXLI 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 that's cheap to hold and extremely easy to trade. 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. The fund's top holdings, performance, and overall riskiness remain essentially in line with our benchmark. XLI meets the needs of both traders and buy-and-hold investors with impressive assets, excellent trading volume and a low expense ratio.
XLI MSCI ESG Analytics Insight
Industrial Select Sector SPDR Fund has an MSCI ESG Fund Rating of A based on a score of 6.03 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 65th percentile within its peer group and in the 64th 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 Charts And Performance
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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 Tradability
XLI Sector/Industry Breakdown
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XLI Top 10 Holdings[View All]
XLI Countries
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XLI Regions
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XLI Economic Development
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XLI Performance Statistics
XLI MSCI ESG Ratings
XLI Benchmark Comparison Summary
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XLI Benchmark Comparison Market Cap Size
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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.
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MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.