STATE STREET UTILITIES ETF | XLU

Medium RiskXLUMorning Star4 / 5
STATE STREET UTILITIES ETF
Issued by:State Street
Unit Price (NAV) : $
Minimum investment: 2 units
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STATE STREET UTILITIES ETF | XLU

STATE STREET UTILITIES ETF | XLU

About XLU ETF

State Street Utilities ETF (XLU) seeks to provide an effective representation of the utilities sector of the S&P 500 Index.

Overview:
XLU provides precise exposure to companies from the electric utility, gas utility, multi-utility, and independent power producer and energy trader industries
This ETF tracks the Utilities Select Sector Index which provides an effective representation of the utilities sector of the S&P 500 Index.
It allows investors to take strategic or tactical positions at a more targeted level than traditional style based investing.

About the Fund Manager:
State Street Corporation is an American financial services and bank holding company headquartered at One Lincoln Street in Boston with operations worldwide. State Street is ranked among the largest banks in the United States by assets. It is one of the largest asset management companies in the world with trillions under management.

Recommended for:
Growth

XLU ChartsLifetime10.81%
XLU Performance1Y3Y5Y10Y
This ETF5.60%8.11%10.37%11.15%

Projected Returns

Investment ofper month
gives returns of :
at 11.15% / annum
$in 10 years
amount
for a time period of
time1Y3Y5Y10Y
Returns % (CAGR)based on historic returns of 11.15% per annum
$
$
$+ 11.15%

Asset Class

Asset type breakdown
Stock US99.76%
Cash0.24%

XLU Holdings - Top 10

NameiWeightage (%)
NextEra Energy, Inc15.77%
Dominion Energy, Inc7.66%
Duke Energy Corporation7.42%
The Southern Company6.98%
American Electric Power Company, Inc5.18%
Exelon Corporation4.52%
Sempra Energy4.33%
Xcel Energy Inc4.16%
Eversource Energy3.57%
WEC Energy Group, Inc3.45%

XLU Sectors/Industry Breakdown

Sectori% of market value
Utilities100%

XLU Countries

Country% of market value
North America100%

XLU Summary Data

Fund Size(AUM) $i
Avg. mkt. cap (MM) $i
Morningstar Ratings 4i
Symbol XLU
Exchange ARCX
Asset class XLU

XLU Portfolio Data & Volatility Analysis

Expense ratio 0.13i
Beta 0.42i
P/E ratio 17.86844i
Standard Deviation 14.41i
STATE STREET UTILITIES ETF | XLU