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 17.0
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Novo Nordisk A/S Class B | 2.35 | 21.7 Mil | Healthcare |
Nestle SA | 2.25 | 20.7 Mil | Consumer Defensive |
ASML Holding NV | 2.19 | 20.1 Mil | Technology |
AstraZeneca PLC | 1.82 | 16.8 Mil | Healthcare |
Novartis AG Registered Shares | 1.75 | 16.1 Mil | Healthcare |
Roche Holding AG | 1.71 | 15.7 Mil | Healthcare |
Lvmh Moet Hennessy Louis Vuitton SE | 1.47 | 13.5 Mil | Consumer Cyclical |
Unilever PLC | 1.28 | 11.8 Mil | Consumer Defensive |
BHP Group Ltd | 1.16 | 10.7 Mil | Basic Materials |
GSK PLC | 1.02 | 9.4 Mil | Healthcare |