XLKTechnology Select Sector SPDR Fund
XLK Fund Description
XLK tracks an index of S&P 500 technology stocks.
XLK Factset Analytics Insight
XLK was the first to launch in this space, as such it offers a more narrow focus on the US technology segment. Its S&P 500-only portfolio tilts away from our segment benchmark. XLK is heavily concentrated and also a few that seem like misfits, such as financial payment processers or telecom firms. Its limited selection universe excludes small-caps and most midcaps. Avoiding smaller, less-stable firms results in lower volatility and a tilt toward value compared to our broad tech-industry benchmark index, and can cause other minor performance differences. XLK held the title for a long time as the cheapest and the largest fund in its segment.
XLK MSCI ESG Analytics Insight
Technology Select Sector SPDR Fund has an MSCI ESG Fund Rating of A based on a score of 6.15 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. Technology Select Sector SPDR Fund ranks in the 44th percentile within its peer group and in the 50th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
XLK 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.
XLK Summary Data
XLK Portfolio Data
XLK Index Data
XLK Portfolio Management
XLK Tax Exposures
XLK Fund Structure
XLK Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of XLK. XLK is rated a 5 out of 5.
XLK Sector/Industry Breakdown
XLK Economic Development
XLK Performance Statistics
XLK MSCI ESG Ratings
XLK Benchmark Comparison Summary
XLK Benchmark Comparison Market Cap Size
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