QEFASPDR MSCI EAFE StrategicFactors ETF
QEFA Fund Description
QEFA tracks an index of securities from developed markets in Europe, Australia and the Far East. The index equal-weights 3 subindexes: value, minimum volatility and quality.
QEFA Factset Analytics Insight
QEFA takes a unique approach to targeting securities from the popular EAFE (Europe, Australia and Far East) theme. The fund tracks an index consisting of three equally-weighted subindexes that each target a separate factor: value, low-volatility, and quality. Since the fund uses a parent EAFE index, it excludes US and Canada altogether, leading to additional weighting toward UK securities. The index is rebalanced semi-annually. Note: QEFA changed its name and the name of its underlying index on July 15, 2016. The change was purely cosmetic with no impact on investment strategy, portfolio holdings, and investor experience.
QEFA MSCI ESG Analytics Insight
SPDR MSCI EAFE StrategicFactors ETF has an MSCI ESG Fund Rating of AA based on a score of 7.76 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 EAFE StrategicFactors ETF ranks in the 88th percentile within its peer group and in the 66th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
QEFA 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.
QEFA Summary Data
QEFA Portfolio Data
QEFA Index Data
QEFA Portfolio Management
QEFA Tax Exposures
QEFA Fund Structure
QEFA Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of QEFA. QEFA is rated a 4 out of 5.
QEFA Top 10 Holdings[View All]
QEFA Economic Development
QEFA Performance Statistics
QEFA MSCI ESG Ratings
QEFA Benchmark Comparison Summary
QEFA Benchmark Comparison Market Cap Size