Industrial Select Sector Etf Profile

XLI Etf  USD 143.99  0.81  0.57%   

Performance

16 of 100

 
Weak
 
Strong
Solid

Odds Of Distress

Less than 9

 
High
 
Low
Low
Industrial Select is trading at 143.99 as of the 30th of November 2024. This is a 0.57 percent increase since the beginning of the trading day. The etf's open price was 143.18. Industrial Select has less than a 9 % chance of experiencing financial distress in the next few years and had a solid performance during the last 90 days. Equity ratings for Industrial Select Sector are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 1st of September 2024 and ending today, the 30th of November 2024. Click here to learn more.
Under normal market conditions, the fund generally invests substantially all, but at least 95, of its total assets in the securities comprising the index. SP 500 is traded on NYSEARCA Exchange in the United States. More on Industrial Select Sector

Moving together with Industrial Etf

  0.77DRVN Driven Brands HoldingsPairCorr
  0.91ITA iShares Aerospace DefensePairCorr
  1.0VIS Vanguard IndustrialsPairCorr
  0.89JETS US Global JetsPairCorr
  0.98FXR First Trust IndustriPairCorr

Moving against Industrial Etf

  0.86BITI ProShares TrustPairCorr
  0.61HART IQ Healthy HeartsPairCorr
  0.51GREI Goldman Sachs FuturePairCorr

Industrial Etf Highlights

Thematic Ideas
(View all Themes)
Business ConcentrationSector ETFs, Industrials ETFs, Industrials, SPDR State Street Global Advisors (View all Sectors)
IssuerSSgA
Inception Date1998-12-16
BenchmarkS&P Industrials Select Sector Index
Entity TypeRegulated Investment Company
Asset Under Management22.32 Billion
Average Trading Valume8.56 Million
Asset TypeEquity
CategorySector
FocusIndustrials
Market ConcentrationDeveloped Markets
RegionNorth America
AdministratorState Street Bank and Trust Company
AdvisorSSgA Funds Management, Inc.
CustodianState Street Bank and Trust Company
DistributorALPS Portfolio Solutions Distributor, Inc.
Portfolio ManagerMike Feehily, Karl Schneider, Emiliano Rabinovich
Transfer AgentState Street Bank and Trust Company
Fiscal Year End30-Sep
ExchangeNYSE Arca, Inc.
Number of Constituents97.0
Market MakerVirtu Financial
Total Expense0.09
Management Fee0.03
Country NameUSA
Returns Y T D27.55
NameIndustrial Select Sector SPDR Fund
Currency CodeUSD
Open FigiBBG000BJ2RF7
In Threey Volatility19.55
1y Volatility12.9
200 Day M A127.46
50 Day M A137.62
CodeXLI
Updated At30th of November 2024
Currency NameUS Dollar
Industrial Select Sector [XLI] is traded in USA and was established 1998-12-16. The fund is classified under Industrials category within SPDR State Street Global Advisors family. The entity is thematically classified as Sector ETFs. Industrial Select Sector at this time have 11.16 B in net assets. , while the total return for the last 3 years was 14.4%.
Check Industrial Select Probability Of Bankruptcy

Geographic Allocation (%)

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Industrial Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Industrial Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Industrial Select Sector Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Industrial Select Sector Etf Constituents

GDGeneral DynamicsStockIndustrials
BAThe BoeingStockIndustrials
CATCaterpillarStockIndustrials
CSXCSX CorporationStockIndustrials
DEDeere CompanyStockIndustrials
FDXFedExStockIndustrials
GEGE AerospaceStockIndustrials
HONHoneywell InternationalStockIndustrials
More Details

Industrial Select Top Holders

CRTOXConquer Risk TacticalMutual FundTactical Allocation
RQEIXResq Dynamic AllocationMutual FundTactical Allocation
TDSDExchange Traded ConceptsEtfTactical Allocation
PFFSXPfg Fidelity InstitutionalMutual FundLarge Blend
HTDCXHanlon Tactical DividendMutual FundTactical Allocation
DWATArrow DWA TacticalEtfTactical Allocation
SDRCXSwan Defined RiskMutual FundOptions Trading
HTDRXHanlon Tactical DividendMutual FundTactical Allocation
More Details

Industrial Select Sector Risk Profiles

The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Industrial Select. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.

Industrial Select Against Markets

When determining whether Industrial Select Sector offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Industrial Select's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Industrial Select Sector Etf. Outlined below are crucial reports that will aid in making a well-informed decision on Industrial Select Sector Etf:
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in Industrial Select Sector. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in bureau of economic analysis.
You can also try the Pair Correlation module to compare performance and examine fundamental relationship between any two equity instruments.
The market value of Industrial Select Sector is measured differently than its book value, which is the value of Industrial that is recorded on the company's balance sheet. Investors also form their own opinion of Industrial Select's value that differs from its market value or its book value, called intrinsic value, which is Industrial Select's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Industrial Select's market value can be influenced by many factors that don't directly affect Industrial Select's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Industrial Select's value and its price as these two are different measures arrived at by different means. Investors typically determine if Industrial Select is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Industrial Select's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.