XTLSPDR S&P Telecom ETF
XTL Fund Description
XTL tracks an equal-weighted index of US telecom companies selected by the S&P Committee.
XTL Factset Analytics Insight
XTL provides an equal-weight play on the US telecoms space. The fund draws it selection universe from the telecommunications segment of a broad US total market index. XTL veers away from a broad-market exposure to the segment, as a consequence of its equal-weighting scheme. Still, not all investors want to simply 'own the market', and the fund fits those who seek diversification in a segment where a handful of firms dominate. Note: Instead of replicating the index, XTL uses a sampling strategy. The index is rebalanced quarterly.
XTL MSCI ESG Analytics Insight
SPDR S&P Telecom ETF has an MSCI ESG Fund Rating of A based on a score of 6.25 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 58th percentile within its peer group and in the 71st 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 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 Sector/Industry Breakdown
XTL Top 10 Holdings[View All]
XTL Economic Development
XTL Performance Statistics
XTL MSCI ESG Ratings
XTL Benchmark Comparison Summary
XTL Benchmark Comparison Market Cap Size