GWXSPDR S&P International Small Cap ETF
GWX Fund Description
GWX tracks a market-cap-weighted index of small-cap companies in developed countries outside the US.
GWX Factset Analytics Insight
GWX holds a broad basket of developed ex-US small-cap companies. The fund does not limit itself to any specific industry, instead choosing to invest in a broader portfolio across all sectors. At each rebalance, GWX eliminates companies with a market-cap in excess of $2B, a policy that tilts the portfolio smaller than some of its competitors and may lead to a more focused small-cap exposure. It's worth noting that GWX includes South Korean companies in its index, which some index providers would consider part of emerging markets. GWX employs a sampling method to track the index, which is reconstituted annually and rebalanced quarterly.
GWX MSCI ESG Analytics Insight
SPDR S&P International Small Cap ETF has an MSCI ESG Fund Rating of BB based on a score of 4.06 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 S&P International Small Cap ETF ranks in the 14th percentile within its peer group and in the 4th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
GWX 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.
GWX Summary Data
GWX Portfolio Data
GWX Index Data
GWX Portfolio Management
GWX Tax Exposures
GWX Fund Structure
GWX Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of GWX. GWX is rated a 5 out of 5.
GWX Sector/Industry Breakdown
GWX Top 10 Holdings[View All]
GWX Economic Development
GWX Performance Statistics
GWX MSCI ESG Ratings
GWX Benchmark Comparison Summary
GWX Benchmark Comparison Market Cap Size
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