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MDYGState Street SPDR S&P 400 Mid Cap Growth ETF

Grow my money20y track recordRanked #212 of 2,992 in this goal

Tracks the total return performance of the S&P MidCap 400 Growth Index.

By State Street Investment Management · Launched 2005

Annual Cost

0.15%

#612 of 5,854 · low cost

Fund Size

$2.9B

#608 of 5,854 · large

Return (1Y)Goal

+19.5%

Track Record

20 years

#248 of 5,854 · established

Performance

Total-return NAV · USD
Growth of $10,000
$11,797+18.0%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Mid

Strategy

Index tracking

Factor

Growth

Index tracked

S&P MidCap 400 Growth Index

What it actually holds

By weight

Concentration

Top 10 holdings = 16.0% of fundwell diversified

State Street Global Advisors
2.8%
TechnipFMC PLC
1.7%
Casey's General Stores Inc
1.7%
United Therapeutics Corp
1.6%
Curtiss-Wright Corp
1.5%
Flex Ltd
1.5%
XPO Inc
1.4%
Woodward Inc
1.3%
Royal Gold Inc
1.3%
ATI Inc
1.2%

Asset allocation

Stocks
99.9%
Cash
0.1%

By sector

Industrials
30.6%
Technology
23.9%
Healthcare
13.6%
Consumer Cyclical
7.3%
Financial Services
6.7%
Real Estate
5.2%
Basic Materials
4.1%
Energy
3.0%
Other
5.6%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
17.9%Moderate

Year-on-year price swings

Max drawdown
-39.3%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.58Decent risk-adjusted returns
Sortino (3Y)
0.86Moderate downside risk

Listing

Exchange
NYSE Arca

Full fund details

Objective
Tracks the total return performance of the S&P MidCap 400 Growth Index.
Strategy
Employs a sampling strategy to track the S&P MidCap 400 Growth Index, investing primarily in medium capitalization U.S. equity securities exhibiting growth characteristics. The Fund may hold a subset of the Index securities and may also invest in cash and cash equivalents for management purposes.
Inception date
November 8, 2005
Fund family
State Street Investment Management

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Data updated on 2026-08-04