XLSRSPDR SSGA U.S. Sector Rotation ETF
XLSR Fund Description
XLSR is an actively-managed portfolio of companies classified within favorable sectors of the S&P 500.
XLSR Factset Analytics Insight
XLSR is a fund of funds that each focus on equities within the individual sector of the S&P 500 Index. The fund employs their own selection model which incorporates macroeconomic, financial and market data to project sector returns. Using these forecasts, the model then allocates the weightings of each equity sector to construct a portfolio that seeks to maximize expected return. Included sectors are communication services, consumer discretionary, consumer staples, energy, financials, healthcare, industrials, materials, real estate, information technology, and utilities. Although XLSR employs a model, the fund is actively managed.
XLSR MSCI ESG Analytics Insight
SPDR SSGA U.S. Sector Rotation ETF has an MSCI ESG Fund Rating of A based on a score of 5.95 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. SPDR SSGA U.S. Sector Rotation ETF ranks in the 44th percentile within its peer group and in the 56th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
XLSR Summary Data
XLSR Portfolio Data
XLSR Index Data
XLSR Portfolio Management
XLSR Tax Exposures
XLSR Fund Structure
XLSR Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of XLSR. XLSR is rated a N/A out of 5.
XLSR Sector/Industry Breakdown
XLSR Top 10 Holdings
XLSR Economic Development
XLSR Performance Statistics
XLSR MSCI ESG Ratings
XLSR Benchmark Comparison Summary
XLSR Benchmark Comparison Market Cap Size