EFIV
SPDR S&P 500 ESG ETFEFIV Fund Description
EFIV tracks a market-cap weighted index of S&P 500 stocks that are screened for sustainability criteria related to ESG factors.
EFIV Factset Analytics Insight
EFIV is designed to select companies from the S&P 500 Index that meet certain ESG characteristics, while maintaining the same risk and return as the Index. Companies are identified using an exclusionary screening based on ESG risks rating by Sustainalytics, UNGC score by Arabesque, and S&P DJI ESG Score by SAM. The composite result determines the index holdings. As such, excluded companies are those that have (1) tobacco- and controversial weapons-related involvement (2) UNGC score in the bottom 5% of all UNGC-scored companies globally, and (3) S&P DJI ESG score within the worst 25% from each GICS industry group. The remaining companies are ranked in decreasing order based on their S&P DJI ESG score, with the securities selected representing the top 75% of market capitalization within each industry group. The index is rebalanced and reconstituted annually, on the last business day in April.
EFIV Summary Data
EFIV Portfolio Data
EFIV Index Data
EFIV Portfolio Management
EFIV Tax Exposures
EFIV Fund Structure
EFIV Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of EFIV. EFIV is rated a 5 out of 5.
EFIV Tradability
EFIV Sector/Industry Breakdown
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EFIV Top 10 Holdings[View All]
EFIV Countries
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EFIV Regions
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EFIV Economic Development
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EFIV Performance Statistics
EFIV Benchmark Comparison Summary
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EFIV Benchmark Comparison Market Cap Size
EFIV
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Terms of Use
MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.