We have qualitatively reviewed this strategy and reaffirmed its High Process and Average People ratings. SPDR S&P MIDCAP 400 ETF Trust effectively combines a broadly diversified portfolio of U.S. mid-cap stocks with low turnover and a minuscule price, providing it with a durable edge over its Morningstar Category peers. The following text is from July 25, 2023.
SPDR® S&P MIDCAP 400 ETF Trust MDY
Morningstar’s Analysis MDY
Will MDY outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 6.4
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Illumina Inc | 0.74 | 167.0 Mil | Healthcare |
Carlisle Companies Inc | 0.71 | 160.5 Mil | Industrials |
Lennox International Inc | 0.67 | 151.0 Mil | Industrials |
EMCOR Group Inc | 0.65 | 147.4 Mil | Industrials |
Avantor Inc | 0.62 | 140.0 Mil | Healthcare |
Biomarin Pharmaceutical Inc | 0.61 | 138.2 Mil | Healthcare |
Williams-Sonoma Inc | 0.61 | 137.7 Mil | Consumer Cyclical |
Burlington Stores Inc | 0.61 | 136.7 Mil | Consumer Cyclical |
Reliance Inc | 0.58 | 131.3 Mil | Basic Materials |
Manhattan Associates Inc | 0.58 | 129.9 Mil | Technology |