XLCState Street Communication Services Select Sector SPDR ETF

Grow my money8y track recordRanked #84 of 2,960 in this goal

Seeks to provide investment results that correspond generally to the price and yield performance of the Communication Services Select Sector Index.

By State Street Investment Management · Launched 2018

Annual Cost

0.08%

#408 of 5,562 · low cost

Fund Size

$25.1B

#126 of 5,562 · large

Return (1Y)Goal

+6.0%

Track Record

8 years

#1,760 of 5,562 · established

Performance

Total-return NAV · USD

Growth of $10,000

$10,690+6.9%

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

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Large

Strategy

Index tracking

Sector

Communication services

Index tracked

Communication Services Select Sector Index

What it actually holds

By weight

Concentration

Top 10 holdings = 72.1% of fundconcentrated

Meta Platforms Inc

19.7%

Alphabet Inc

10.6%

Alphabet Inc

8.5%

Netflix Inc

5.5%

Comcast Corp

4.8%

Walt Disney Co/The

4.6%

Take-Two Interactive Software Inc

4.6%

T-Mobile US Inc

4.6%

Verizon Communications Inc

4.5%

AT&T Inc

4.5%

Asset allocation

Stocks

99.7%

Cash

0.3%

By sector

Communication

100.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

13.4%Moderate

Year-on-year price swings

Max drawdown

-46.7%Severe

Worst peak-to-trough loss

Sharpe (3Y)

1.01Strong risk-adjusted returns

Sortino (3Y)

1.46Good downside protection

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks to provide investment results that correspond generally to the price and yield performance of the Communication Services Select Sector Index.
Strategy: Invests in substantially all securities in the Index in approximately the same proportions. Under normal conditions, invests at least 95% of total assets in Index securities. The Index includes companies identified as Communication Services by GICS.
Inception date: June 18, 2018
Fund family: State Street Investment Management