SYG:ARCA-SPDR MFS Systematic Growth Equity

ETF | Large Growth | NYSE Arca

Last Closing

USD 74.6904

Change

0.00 (0.00)%

Market Cap

USD 0.01B

Volume

0.01M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

The investment seeks capital appreciation. Under normal circumstances, the fund invests substantially all of its assets in the SSGA MFS Systematic Growth Equity Portfolio (the "Portfolio"), a separate series of the SSGA Master Trust with an identical investment objective as the fund. As a result, it invests indirectly through the Portfolio. Under normal circumstances, the Portfolio invests at least 80% of its net assets (plus the amount of borrowings for investment purposes) in equity securities. Equity securities in which the Portfolio invests include common stocks, preferred stocks and securities convertible into stocks.

Inception Date: 08/01/2014

Primary Benchmark: Russell 1000 Growth TR USD

Primary Index: S&P 500 TR USD

Gross Expense Ratio: 0.61%

Management Expense Ratio: 0.61 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2019-01-12 )

Largest Industry Peers for Large Growth

Symbol Name Mer Price(Change) Market Cap
IWF iShares Russell 1000 Growth 0.20 %

N/A

USD 42.46B
VUG Vanguard Growth 0.04 %

N/A

USD 36.95B
IVW iShares S&P 500 Growth 0.18 %

N/A

USD 22.42B
SCHG Schwab U.S. Large-Cap Growth 0.04 %

N/A

USD 7.04B
SPYG SPDR Series Trust Portfolio S&.. 0.06 %

N/A

USD 4.19B
MGK Vanguard Mega Cap Growth 0.07 %

N/A

USD 4.11B
MTUM iShares Edge MSCI USA Momentum.. 0.15 %

N/A

USD 3.60B
VOOG Vanguard S&P 500 Growth 0.15 %

N/A

USD 2.42B
RPG Invesco S&P 500 Pure Growth 0.35 %

N/A

USD 2.24B
FLGE Credit Suisse FI Large Cap Gro.. 0.00 %

N/A

USD 1.92B

ETFs Containing SYG

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Growth) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 5.69% 69% D+ 59% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 5.69% 69% D+ 59% F
Trailing 12 Months  
Capital Gain -10.73% 19% F 47% F
Dividend Return 0.68% 36% F 10% F
Total Return -10.05% 10% F 41% F
Trailing 5 Years  
Capital Gain 48.84% 47% F 84% B
Dividend Return 6.03% 26% F 19% F
Total Return 54.87% 42% F 81% B-
Average Annual (5 Year Horizon)  
Capital Gain 11.16% 52% F 81% B-
Dividend Return 12.19% 52% F 80% B-
Total Return 1.03% 59% F 21% F
Risk Return Profile  
Volatility (Standard Deviation) 9.56% 74% C 69% D+
Risk Adjusted Return 127.51% 71% C- 93% A
Market Capitalization 0.01B 10% F 14% F

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

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.

What to like:

There is nothing we particularly like

What to not like:
Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.