The investment seeks to track the investment results of the S&P Global 1200 Financials Sector IndexTM. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It may invest the remainder of its assets in certain futures, options and swap contracts, cash and cash equivalents, as well as in securities not included in the underlying index. The index measures the performance of companies that the index provider deems to be part of the financial sector of the economy and that the index provider believes are important to global markets.
Inception Date: 12/11/2001
Primary Benchmark: S&P Global 1200 Financials NR USD
Primary Index: MSCI ACWI NR USD
Gross Expense Ratio: 0.47%
Management Expense Ratio: 0.47 %
|XLF||SPDR Select Sector Fund - Fina..||0.13 %||
|VFH||Vanguard Financials||0.10 %||
|KRE||SPDR S&P Regional Banking||0.35 %||
|KBE||SPDR S&P Bank||0.35 %||
|IYF||iShares U.S. Financial||0.43 %||
|IYG||iShares U.S. Financial Service..||0.43 %||
|FNCL||Fidelity MSCI Financials Index||0.08 %||
|FXO||First Trust Financials AlphaDE..||0.63 %||
|KIE||SPDR S&P Insurance||0.35 %||
|IAT||iShares U.S. Regional Banks||0.43 %||
|Market Performance vs. Industry/Classification (Financial)||Market Performance vs. Exchange (NYSE Arca)|
|Value||Sector Median||Percentile Rank||Grade||Market Median||Percentile Rank||Grade|
|Trailing 12 Months|
|Trailing 5 Years|
|Average Annual (5 Year Horizon)|
|Risk Return Profile|
|Volatility (Standard Deviation)||14.90%||39%||F||51%||F|
|Risk Adjusted Return||63.27%||35%||F||55%||F|
|Target Price Action||Rating Action||Analyst||Rating||Price||Date|
This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.
There is nothing we particularly like
This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.
The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.
The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.
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