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SPDR® MSCI EAFE StrategicFactors ETF QEFA

Morningstar Medalist Rating
Medalist Rating as of | See State Street Investment Hub

Morningstar’s Analysis QEFA

Will QEFA outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable QEFA’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the QEFA management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of QEFA’s parent organization’s priorities and whether they’re in line with investors’ interests.

A solid multifactor approach to foreign developed markets.

Director Bryan Armour

Bryan Armour

Director

Summary

SPDR MSCI EAFE StrategicFactors ETF QEFA puts together a portfolio of foreign developed-markets stocks that are cheap, fundamentally sound, and stable, all for a low cost. These traits give the portfolio a defensive stance, but one that should continue to outperform the MSCI ACWI ex USA Index on a risk-adjusted basis over the long term.

by Bryan Armour
Rated on Published on

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Portfolio Holdings QEFA

More QEFA Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 16.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Novo Nordisk A/S Class B

2.36 21.7 Mil
Healthcare

ASML Holding NV

2.26 20.8 Mil
Technology

Nestle SA

2.19 20.2 Mil
Consumer Defensive

AstraZeneca PLC

1.81 16.7 Mil
Healthcare

Novartis AG Registered Shares

1.73 15.9 Mil
Healthcare

Roche Holding AG

1.68 15.5 Mil
Healthcare

Lvmh Moet Hennessy Louis Vuitton SE

1.48 13.6 Mil
Consumer Cyclical

Unilever PLC

1.26 11.6 Mil
Consumer Defensive

BHP Group Ltd

1.15 10.6 Mil
Basic Materials

GSK PLC

1.02 9.4 Mil
Healthcare