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.
SPDR® MSCI EAFE StrategicFactors ETF QEFA
Morningstar’s Analysis QEFA
Will QEFA outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 16.3
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Nestle SA | 2.16 | 20.2 Mil | Consumer Defensive |
Roche Holding AG | 2.08 | 19.4 Mil | Healthcare |
Novo Nordisk A/S Class B | 2.05 | 19.1 Mil | Healthcare |
Novartis AG Registered Shares | 1.92 | 17.9 Mil | Healthcare |
AstraZeneca PLC | 1.78 | 16.7 Mil | Healthcare |
ASML Holding NV | 1.71 | 15.9 Mil | Technology |
Unilever PLC | 1.51 | 14.1 Mil | Consumer Defensive |
Shell PLC | 1.09 | 10.2 Mil | Energy |
Lvmh Moet Hennessy Louis Vuitton SE | 1.09 | 10.2 Mil | Consumer Cyclical |
Zurich Insurance Group AG | 1.03 | 9.6 Mil | Financial Services |