(SP5C) Lyxor SP500 - C-EUR - Ratings and Ratios

The Lyxor S&P 500 UCITS ETF - C-EUR (PA:SP5C) is a Luxembourg-domiciled exchange-traded fund designed to track the performance of the Morningstar US Large-Mid NR USD Index. This index focuses on large- and mid-cap U.S. equities, offering exposure to a broad range of sectors and companies in the American market.

With assets under management (AUM) of €13.246 billion, this ETF is one of the larger funds in its category, indicating significant investor interest and liquidity. It is listed on the Paris stock exchange (PA) under the ticker symbol SP5C and is classified as a US Large-Cap Blend Equity ETF, meaning it holds a mix of growth and value stocks across the U.S. market.

The fund employs a replication strategy to closely track its underlying index, ensuring minimal tracking error. Its total expense ratio (TER) is a key consideration for cost-conscious investors, as it directly impacts long-term returns. Additionally, the fund’s structure as a UCITS-compliant ETF makes it accessible to European investors while maintaining regulatory compliance.

Investors should note that the ETF does not currently report P/E, P/B, or P/S ratios, which may limit certain analytical approaches. However, its focus on large- and mid-cap U.S. equities makes it a staple for portfolios seeking diversified exposure to the American market. The fund’s liquidity and trading volume are also important factors for investors to evaluate, as they can impact execution costs and market impact.

For fund managers, this ETF serves as a straightforward tool for gaining exposure to the U.S. large- and mid-cap market without the need for direct stock selection. Its simplicity and transparency make it a popular choice for both individual and institutional investors seeking passive, index-based strategies.