SPDR MFS Systematic Value Equity ETF

Frequently Asked Questions About SYV

What does SYV invest in?

The investment seeks capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets (plus the amount of borrowings for investment purposes) in equity securities. Equity securities in which the fund invests include common stocks, preferred stocks, and securities convertible into stocks. In selecting securities for the fund, the Sub-Adviser utilizes a bottom-up approach to buying and selling investments for the fund.

What is the expense ratio of SYV?

SPDR MFS Systematic Value Equity ETF (SYV) charges an expense ratio of 0.60%. This is the annual fee deducted from fund assets to cover management and operations.

How big is SYV?

SPDR MFS Systematic Value Equity ETF (SYV) manages $15.6M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is SYV actively managed or an index fund?

SYV's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was SYV launched?

SPDR MFS Systematic Value Equity ETF (SYV) launched in January 2014 and is managed by SPDR.

How has SYV performed?

SYV's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.