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SPDR┬« Barclays Long Term Corporate Bond ETF – LWC ETF Overview

Last PriceToday's Change52-Week RangeTrading Volume
42.32-0.05 (-0.12%)38.57 - 44.2334.4 thousand (Below Avg)

Market data as of 3:59PM 03/30/15. Quotes are delayed by at least 15 min.

Overview - LWC

The investment seeks to provide investment results that, before fees and expenses, correspond generally to the price and yield performance of an index that tracks the long term (10+ years) sector of the United States corporate bond market. The fund employs a sampling strategy in seeking to track the performance of the Barclays U.S. Long Term Corporate Bond Index. It invests substantially all, but at least 80%, of its total assets in the securities comprising the index or in securities that have economic characteristics that are substantially identical to the economic characteristics of the securities that comprise the index. The fund is non-diversified.

Previous Close42.37
Day's Range42.17 - 42.40
Avg Volume (10 Day)55.4K
Total Assets$426.06M
Expense Ratio0.12%
Yield (Trailing 12 Mo.)4.16%
Fund Inception03/10/2009

Trailing Total Returns - LWC

as of 02/28/2015
TimeframeLWCS&P 500Corporate Bond
1 Month-2.23%5.75%-0.71%
3 Month4.45%2.31%1.77%
1 Year13.06%15.51%5.83%
3 Year6.77%18.00%4.54%
5 Year9.37%16.18%7.32%
10 Year--7.99%5.74%
Since Inception11.86%10.71%--

Bond Credit Quality - LWC

as of 02/28/2015
BBB 0.00%
BB 0.00%
B 0.00%
Below B 0.00%
Not Rated 0.00%

Top Ten Holdings - LWC

as of 02/28/2015
CompanyYTD Return% of Assets
Verizon Comms 6.55%--1.04%
General Elec Cap Corp Mtn Be 5.875%--0.67%
General Elec Cap Corp Mtn Be 6.75%--0.56%
Medtronic 144A 4.625%--0.53%
Goldman Sachs Grp 6.75%--0.45%
General Elec Cap Corp Mtn Be 6.875%--0.42%
Verizon Comms 6.4%--0.40%
Glaxosmithkline Cap 6.375%--0.39%
Deutsche Telekom Intl Fin B V 8.25%--0.39%
Verizon Comms 144A 5.012%--0.37%

Valuation & Growth - LWC

as of 02/28/2015
ValuationLWCCategory Range
Price/Cash Flow--
Dividend Yield
LT Earnings
Historical Earnings
Sales Growth
Cash-Flow Growth
Book-Value Growth
Key:  Lo 

Morningstar Summary - LWC, 3 Year

Rate Sensitivity
Ratingvs Category
ReturnAbove Avg
Key:  Lo 

Risk Analysis - LWC, 3 Year

Standard Deviation8.54
Sharpe Ratio0.80

Tax Analysis - LWC, 3 Year Avg

Pretax Return6.77%
Tax-adjusted Return4.78%
Tax Cost Ratio1.86%
Potential Cap Gains3.39%

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