This list provides a menu of great choices for investors creating a new portfolio from scratch or wanting to add active or niche funds to their existing holdings.
We began searching for the best SPDR ETFs with a complete list of the company’s more than 140 funds. Next, we considered options that would be appropriate for investors in the current volatile investment market and economic environment. We considered core, niche, and passive actively managed funds. We also looked at environmental, social and governance funds (ESG).
First, we selected three low-cost, diversified index funds spanning the U.S. S&P 500, developed international equity markets and a short-term treasury bond fund, suitable for the backbone of a core portfolio.
Next, we delved into strategy funds that seem ripe for the current investment market. The REIT fund captures the U.S. real estate market, which provides cash flow and should withstand the rising interest rate and inflationary environment.
ESG investors will find an S&P 500 replacement, and those looking to beat the market should consider the sector rotation fund and new economies equity funds.
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