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 BBB based on a score of 4.92 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 29th percentile within its peer group and in the 58th 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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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.