SPDR S&P MidCap 400 ETF (MDY)

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SPDR S&P MidCap 400 ETF (MDY) is an index stock ETF (Exchange Traded Fund). This SPDR ETF invests in US stocks of mid-sized companies.

This ETF's objective is to provide investment results that, before expenses, correspond generally to the price and yield performance of  the S&P MidCap 400 Index. The index are companies with market cap in the range of US$ 1 billion to US$ 4.5 billion. Please check with your brokerage for additional commission.

MDY Fund Details

    SPDR S&P MidCap 400 ETF (MDY)
  • Fund Inception Date: May 04, 1995
  • Ticker Symbol: MDY
  • CUSIP: 78467Y107
  • Rank in category (YTD): 56%
  • Category: Mid-Cap Blend
  • Yield: 1.26%
  • Capital Gains: -
  • Expense Ratio: 0.25%
  • Total Assets: $ 18.79 billion
  • Annual Turnover Rate: 21%
  • Weighted Average Market Cap ($M): $3.3 billion
updated on June 9, 2017

The current dividend yield is 1.26%. This index ETF has total assets of $18.79 billion. With low expense fee of 0.25%, the current share price is $321.57. This Mid-Cap blend fund price has 52 week range between $256 and $321.

You can buy this ETF through your brokerage for your retirement account or regular investment account. For 401k, please check with your administrator. Invest in popular ETF can be done with as little as 1 share (i.e. $200.71 / share).

SPDR S&P MidCap 400 ETF Performance

Morningstar has ranked this U.S. stock ETF with 4 stars rating. In 2017, the year-to-date return is 4.13%. The 1 year annualized return is 16.29%. This popular ETF has returned 8.87 percent over the past 3 years, and 15.02 percent over the past 5 years.
YearReturn
201335.23%
20149.39%
2015-2.50%
201620.46%
20174.13%(YTD)
As of June 2017, top 5 stocks are Everest Re Group Ltd, Align Technology Inc, Duke Realty Corp, ResMed Inc, and Alleghany Corp. Top 5 sectors are financial services, industrials, technology, consumer cyclical, and real estate.

Pros:
  • SPDR S&P MidCap 400 ETF (MDY) has a low expense fee of 0.25%.
  • This stock fund has a decent yield for income.
  • You can diversify your investment portfolio using this ETF.
Cons:
  • Don’t expect super return or lousy return.

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