MDYV

State Street SPDR S&P 400 Mid Cap Value ETF

$81.91
+0.00%
Market closed. Last update: 10:54 PM ET

📎 Investment Objective

The SPDR S&P 400 Mid Cap Value ETF seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P MidCap 400 Value Index.

Overview

ETF tracking State Street SPDR S&P 400 Mid Cap Value ETF

Category Mid Cap
Issuer State Street
Inception Date 2008-11-07
Market Cap $2.4B
Average Volume N/A
Dividend Yield 1.88%
52-Week Range $66.87 - $87.17
VWAP $81.93

Performance

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Investment Summary

📎 Investment Objective

The SPDR S&P 400 Mid Cap Value ETF seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P MidCap 400 Value Index.

🎯 Investment Strategy

The fund employs a passive management approach, investing in a representative sample of securities included in the underlying index to seek to track the performance of the index.

✨ Key Features

  • Provides exposure to mid-cap value stocks in the U.S. equity market
  • Seeks to track the performance of the S&P MidCap 400 Value Index
  • Low expense ratio of 0.00%
  • Relatively new fund with limited performance history

⚠️ Primary Risks

  • Market risk: The value of the fund's holdings may decline due to general market conditions
  • Sector concentration risk: The fund may be more susceptible to economic, political, or regulatory events affecting a particular sector
  • Mid-cap stock risk: Stocks of mid-cap companies may be subject to more abrupt or erratic market movements than those of larger, more established companies
  • Value investing risk: Value stocks may perform differently from the market as a whole and may continue to be undervalued by the market for long periods of time

👤 Best For

The SPDR S&P 400 Mid Cap Value ETF may be suitable for investors seeking exposure to mid-cap value stocks as part of a diversified portfolio. Investors should have a medium to long-term investment horizon and be willing to accept the risks associated with investing in the mid-cap value segment of the U.S. equity market.