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SPDR MSCI World StrategicFactors ETFQWLD Fund Description
QWLD tracks an index of developed-market securities that consists of 3 subindexes based on value, minimum volatility and quality.
QWLD Factset Analytics Insight
QWLD offers multifactor exposure with moderate biases for a low fee, but investors aren’t buying in, at least so far. The fund tracks an index that equally weights three subindexes (value, minimum-volatility, and quality) derived from the MSCI World Index. QWLD takes moderate active risk—perhaps the three subindexes (each of which runs without consideration of the other) offset each other somewhat. Large US firms dominate the fund’s weighting, in line with our neutral benchmark, though we do see lower beta, a large-cap tilt and some sector biases. QWLD only charges a bit more than its vanilla counterparts. Investor interest has been anemic thus far, putting the fund at high closure risk.QWLD 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.
QWLD MSCI ESG Analytics Insight
SPDR MSCI World StrategicFactors ETF has an MSCI ESG Fund Rating of A based on a score of 6.09 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 World StrategicFactors ETF ranks in the 69th percentile within its peer group and in the 54th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
QWLD 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.
QWLD CHARTS AND PERFORMANCE
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QWLD Summary Data
QWLD Portfolio Data
QWLD Index Data
QWLD Portfolio Management
QWLD Tax Exposures
QWLD Fund Structure
QWLD Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of QWLD. QWLD is rated a 4 out of 5.
QWLD Tradability
QWLD Sector/Industry Breakdown
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QWLD TOP 10 HOLDINGS[View All]
QWLD Countries
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QWLD Regions
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QWLD Economic Development
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QWLD Performance Statistics
QWLD MSCI ESG Ratings
QWLD BENCHMARK COMPARISON SUMMARY
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QWLD BENCHMARK COMPARISON MARKET CAP SIZE
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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.