SPDR S&P Capital Markets ETF

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Основные параметры

Цена последней сделки 79.05
Код ценной бумаги KCE
Полное наименование SPDR S&P Capital Markets ETF
Объем 54960000000
Изм за день, % -0.0
Комиссия 0.35
Дата основания Nov 15. 2005
Ссылка ссылка
Тип актива Equity
Индекс S&P Capital Markets Select Industry Index
Регион North America
Средний P/E 14.55
Дивиденды 2.09
5 летняя доходность 131.49
3 летняя доходность 40.67
Годовая доходность 34.76
Бета 1.19

Топ эмитентов

Эмитент Доля, %
Евраз Фин 2.02
Charles Schwab 2.14
Morgan Stanley 2.11
Goldman Sachs 2.15
Cboe Global Markets 2.04
Nasdaq 1.97
The Bank of New York Mellon 1.99
Raymond James Financial 1.96

Описание SPDR S&P Capital Markets ETF

KCE offers targeted exposure to a sub-sector of the U.S. financial sector, focusing on companies that include securities brokers and dealers, asset managers, and securities or commodities exchanges. As is often the case with niche funds offering such targeted exposure, KCE is relatively concentrated with fewer than 30 individual holdings. That level of concentration is often required to deliver such fine tuned exposure, but may result in a few big names driving total return. This ETF does a nice job spreading exposure across the components. Investors seeking broader exposure to the U.S. financial sector may prefer a fund such as XLF or RYF that include a more diverse lineup of component companies. KCE offers exposure to a very specific type of financial firms, though it is noted that many components are involved in a wide variety of financial activities, and as such may not serve efficiently as pure plays on the investment thesis behind this fund. For example, Goldman Sachs and Morgan Stanley, two of the largest components, generate substantial revenues from other financial activities. KCE isn't the only ETF available for investors seeking targeted broker-dealer exposure-- there is also IAI-- but investors should be aware of the potential limitations to this fund.