State Street® SPDR® S&P® 1500 ValTiltETF holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.
State Street® SPDR® S&P® 1500 Value Tilt ETF VLU
Morningstar’s Analysis VLU
Will VLU outperform in the 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 18.9
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Microsoft Corp | 3.13 | 24M | Technology |
Amazon.com Inc | 2.70 | 20M | Consumer Cyclical |
Berkshire Hathaway Inc Class B | 2.57 | 19M | Financial Services |
Apple Inc | 2.11 | 16M | Technology |
Alphabet Inc Class C | 1.56 | 12M | Communication Services |
Meta Platforms Inc Class A | 1.48 | 11M | Communication Services |
JPMorgan Chase & Co | 1.45 | 11M | Financial Services |
Verizon Communications Inc | 1.35 | 10M | Communication Services |
ExxonMobil Holdings Corp | 1.34 | 10M | Energy |
UnitedHealth Group Inc | 1.22 | 9M | Healthcare |