CWISPDR MSCI ACWI ex-US ETF
CWI Fund Description
CWI tracks a market-cap-weighted index of large- and midcap global stocks outside the US.
CWI Factset Analytics Insight
CWI offers market-like coverage of the global ex-US equity space. The fund employs a sampling method, meaning it will not hold all the securities of the index but may purchase a subset of the securities in an effort to hold those with similar risk and return characteristics of the Index. It tilts larger than our benchmark due to its exclusion of small-caps, but otherwise looks like the market at large. The fund’s lack of small-caps does not have significant effect on its performance. The components of the index are selected and weighed based on their free-float market cap. The index is rebalanced quarterly while cutoff points are recalculated semi-annually.
CWI MSCI ESG Analytics Insight
SPDR MSCI ACWI ex-US ETF has an MSCI ESG Fund Rating of A based on a score of 7.09 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. SPDR MSCI ACWI ex-US ETF ranks in the 76th percentile within its peer group and in the 27th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
CWI MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
CWI Summary Data
CWI Portfolio Data
CWI Index Data
CWI Portfolio Management
CWI Tax Exposures
CWI Fund Structure
CWI Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of CWI. CWI is rated a 5 out of 5.
CWI Sector/Industry Breakdown
CWI Top 10 Holdings[View All]
CWI Economic Development
CWI Performance Statistics
CWI MSCI ESG Ratings
CWI Benchmark Comparison Summary
CWI Benchmark Comparison Market Cap Size