STATE STREET UTILITIES ETF | XLU

Medium RiskEquity
Index : AMEX
Issued by: State Street
Unit Price (NAV) :
$
Minimum investment: 2 units
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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

Returns

XLU Charts
Lifetime14.46%
52 Week High: $|52 Week Low: $
PerformanceYTD1Y3Y5Y10Y
STATE STREET UTILITIES ETF-12%-5.11%8.07%11.15%11.03%

Asset Class

Asset type breakdown
Stock US99.86%
Cash0.14%

XLU Holdings - Top 10

NameiWeightage (%)
NextEra Energy, Inc16.27%
Duke Energy Corporation7.96%
Dominion Energy, Inc7.92%
The Southern Company7.02%
American Electric Power Company, Inc5%
Xcel Energy Inc4.38%
Exelon Corporation4.14%
Sempra Energy4.12%
WEC Energy Group, Inc3.64%
Eversource Energy3.53%

XLU Sectors/Industry Breakdown

Sectori% of market value
Utilities100%

XLU Countries

Country% of market value
North America100%

Projected Returns

Investment ofper month
gives returns of :
at 11.03% / annum
$in 10 years
amount
for a time period of
time1Y3Y5Y10Y
Returnsbased on historic returns of 11.03% per annum
$
$
$+ 11.03

XLU Summary Data

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

XLU Portfolio Data & Volatility Analysis

Expense ratio 0.13i
Beta 0.41i
P/E ratio 18.80201i
Standard Deviation 14.33i
STATE STREET UTILITIES ETF | XLU