XLF : Financial Select Sector SPDR Fund

XLF is a Sector Equity Market Financial Services with LOW fees.


Financial Select Sector SPDR Fund

FI Score

71 /100

Diversification Rating

3 /10

Expense Ratio Rating

10 /10

Expense Rating

9 /10

Market Score

10 /10

Category Score

0 /10

Market Size

10 /10

71% FI Score
  • xlf
  • ETF
  • Sector Equity
  • Financial Services

Financial Select Sector SPDR Fund

Expenses: 0.13% (Better than 1% of similar funds)

This is an OK choice for a Financial Services Sector Equity fund. See why ยป

Fund Summary

The investment seeks investment results that, before expenses, correspond generally to the price and yield performance of publicly traded equity securities of companies in the Financial Select Sector Index. The fund generally invests substantially all, but at least 95%, of its total assets in the securities comprising the index. The index includes securities of companies from the following industries: diversified financial services; insurance; banks; capital markets; mortgage real estate investment trusts (REITs); consumer finance; and thrifts and mortgage finance. The fund is non-diversified.

Largest Holdings

Amount Holding
13.73% Berkshire Hathaway Inc Class B
11.55% JPMorgan Chase & Co
7.39% Bank of America Corporation
3.96% Citigroup Inc
3.85% Wells Fargo & Company
3.05% BlackRock, Inc
3.01% S&P Global Inc
2.48% CME Group Inc
2.41% American Express Company
2.37% The Goldman Sachs Group, Inc

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