NZUS – SPDR MSCI USA Climate Paris Aligned ETF – ETF Stock Quote | Morningstar

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Will NZUS outperform in future?

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable NZUS’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the NZUS management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar

The Parent Pillar is our rating of NZUS’s parent organization’s priorities and whether they’re in line with investors’ interests.

A sound investment process and strong management team underpin SPDR MSCI USA Climate Paris Aligned ETF's Morningstar Medalist Rating of Silver.

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Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research

Rated on Aug 31, 2024 Published on Aug 31, 2024

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Current Portfolio Date Oct 3, 2024
Equity Holdings —
Bond Holdings —
Other Holdings —
% Assets in Top 10 Holdings 36.6

Top 10 Holdings	% Portfolio Weight	Market Value USD	Sector
Apple Inc	7.05	180,762	Technology
Microsoft Corp	6.86	175,780	Technology
NVIDIA Corp	6.82	174,938	Technology
Amazon.com Inc	3.34	85,703	Consumer Cyclical
Meta Platforms Inc Class A	2.66	68,184	Communication Services
Alphabet Inc Class C	2.26	57,855	Communication Services
Tesla Inc	2.22	56,796	Consumer Cyclical
Eli Lilly and Co	1.97	50,476	Healthcare
Broadcom Inc	1.74	44,691	Technology
Visa Inc Class A	1.64	42,083	Financial Services

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