XTL
SPDR S&P Telecom ETFXTL Fund Description
XTL tracks an equal-weighted index of US telecom companies selected by the S&P Committee.
XTL Factset Analytics Insight
XTL's equal-weighted take on US telecoms comes with substantial costs and risks. The fund provides extremely poor broad-market exposure to the US telecom segment, a difficult goal made near-impossible by XTL's equal-weighting strategy. Still, not all investors want to simply 'own the market', and seeking diversification in a segment where a handful of firms dominate isn't a crazy idea on its face. Unfortunately XTL costs a small fortune to trade (spreads are wide and volatile) and a meager asset base raises closure risk.
XTL MSCI ESG Analytics Insight
SPDR S&P Telecom ETF has an MSCI ESG Fund Rating of BB based on a score of 3.27 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 S&P Telecom ETF ranks in the 11st percentile within its peer group and in the 19th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
XTL 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.
XTL Charts And Performance
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XTL Summary Data
XTL Portfolio Data
XTL Index Data
XTL Portfolio Management
XTL Tax Exposures
XTL Fund Structure
XTL Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of XTL. XTL is rated a 4 out of 5.
XTL Tradability
XTL Sector/Industry Breakdown
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XTL Top 10 Holdings[View All]
XTL Countries
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XTL Regions
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XTL Economic Development
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XTL Performance Statistics
XTL MSCI ESG Ratings
XTL Benchmark Comparison Summary
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XTL Benchmark Comparison Market Cap Size
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