ETFs With Southern Co (SO) Exposure
The following ETFs maintain significant exposure to Southern Co (SO); each of the following funds counts SO among its top ten individual holdings. Note that percentages in the table reflect weightings at the beginning of the current month, and are subject to change.
To see a complete breakdown of any of the ETFs included in the table below, including sector, market cap, and country allocations, click on the ticker symbol.
|Ticker||ETF||ETFdb Category||Expense Ratio||Weighting|
|XLU||Utilities Select Sector SPDR||Utilities Equities||0.18%||7.56%|
|NLR||Market Vectors Uranium+Nuclear Energy ETF||Alternative Energy Equities||0.60%||7.13%|
|IDU||iShares U.S. Utilities ETF||Utilities Equities||0.46%||6.22%|
|FUTY||MSCI Utilities Index ETF||Utilities Equities||0.12%||6.00%|
|VPU||Utilities ETF||Utilities Equities||0.14%||5.85%|
|UTLT||db X-trackers Regulated Utilities Fund||Utilities Equities||0.45%||4.76%|
|RDIV||Ultra Dividend Fund||Large Cap Value Equities||0.49%||4.04%|
|JXI||iShares Global Utilities ETF||Utilities Equities||0.47%||3.69%|
|PUI||DWA Utilities Momentum||Utilities Equities||0.63%||3.68%|
|EMLP||North American Energy Infrastructure Fund||MLPs||0.95%||3.15%|
|PEY||High Yield Dividend Achievers||All Cap Equities||0.57%||2.45%|
|SPHD||S&P 500 High Dividend Portfolio||Large Cap Value Equities||0.30%||2.45%|
|DTN||Dividend ex-Financials Fund||Large Cap Value Equities||0.38%||1.68%|
|ERW||VelocityShares Equal Risk Weighted Large Cap ETF||Large Cap Blend Equities||0.65%||1.42%|
|ACWV||MSCI All Country World Minimum Volatility ETF||Global Equities||0.20%||1.34%|
|SPLV||S&P 500 Low Volatility Portfolio||Large Cap Blend Equities||0.25%||1.13%|
|SIZE||MSCI USA Size Factor ETF||All Cap Equities||0.15%||0.51%|
© 2014 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.