Morningstar

State Street® SPDR® MSCI EAFE StrategicFactors ETF QEFA

Morningstar Medalist Rating
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Morningstar’s Analysis QEFA

Will QEFA outperform in the 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.

Factor investing for foreign developed markets.

Director Bryan Armour

Bryan Armour

Director

Summary

SPDR MSCI EAFE StrategicFactors ETF QEFA provides a low-cost portfolio of foreign developed-market stocks that are cheap, fundamentally sound, and stable. These traits give the portfolio a defensive stance that should outperform the MSCI ACWI ex USA Index on a risk-adjusted basis over the long term.

by Bryan Armour
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Portfolio Holdings QEFA

More QEFA Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 15.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

ASML Holding NV

2.03 21M
Technology

Roche Holding AG Ordinary Shares new

2.02 21M
Healthcare

Novartis AG Registered Shares

2.01 21M
Healthcare

Nestle SA

1.61 17M
Consumer Defensive

AstraZeneca PLC

1.59 17M
Healthcare

Shell PLC

1.41 15M
Energy

Unilever PLC

1.23 13M
Consumer Defensive

SAP SE

1.20 12M
Technology

Allianz SE

1.04 11M
Financial Services

Zurich Insurance Group AG

1.03 11M
Financial Services

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