FEZSPDR Euro STOXX 50 ETF
FEZ Fund Description
FEZ tracks a market-cap-weighted index of 50 of the largest eurozone companies.
FEZ Factset Analytics Insight
FEZ holds the 50 biggest eurozone companies. That means it excludes large-caps from countries that don't use the euro, including the UK, Switzerland and Sweden. Instead, the fund’s portfolio is dominated by euro-denominated securities from countries such as France and Germany. Unlike some other eurozone funds, it does not hedge euro exposure. In all, the fund delivers exactly what is promises—straightforward exposure to eurozone large-caps—in a large and liquid package. The index is reviewed for reconstitution annually and rebalanced quarterly.
FEZ MSCI ESG Analytics Insight
SPDR Euro STOXX 50 ETF has an MSCI ESG Fund Rating of AA based on a score of 7.15 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 Euro STOXX 50 ETF ranks in the 84th percentile within its peer group and in the 20th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
FEZ 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.
FEZ Summary Data
FEZ Portfolio Data
FEZ Index Data
FEZ Portfolio Management
FEZ Tax Exposures
FEZ Fund Structure
FEZ Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of FEZ. FEZ is rated a 5 out of 5.
FEZ Sector/Industry Breakdown
FEZ Top 10 Holdings[View All]
FEZ Economic Development
FEZ Performance Statistics
FEZ MSCI ESG Ratings
FEZ Benchmark Comparison Summary
FEZ Benchmark Comparison Market Cap Size
Options Strategies for Outcome Investing
Options allow you to customize investment outcomes. Using the strategy builders provided by Cboe Vest Technologies, you can construct some of the most common option strategies. Check out our user guide for more information on how to use the tool.
A collar strategy is a protective option strategy constructed by writing a call and buying a put with the same expiration date while being long the underlying security.
A covered call is an income strategy constructed by writing a call option against a holding of the underlying security.