SPDR® MSCI ACWI Climate Paris Aligned ETF

Shareclass

SPDR® MSCI ACWI Climate Paris AlignedETF (NZAC)

Type

Exchange-traded fund

Manager

State Street

Gender equality score

/ 100 points

Overall score

Average Equileap Gender Equality Score of fund holdings, weighted by market value

Group ranking

52.2

percentile

Universe: Groups

Group: International Equity Funds

Ranking: 522 out of 1,090 funds

See more funds from this group

All funds

Groups

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality

Gender equality group ranking, based on Equileap company data

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

Search more funds

Top scoring holdings

The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Transurban Group
0.17% of assets
$249,848 invested
2. QBE Insurance Group Ltd
0.04% of assets
$59,272 invested
3. GPT Group
0.02% of assets
$35,260 invested
4. Allianz SE
0.16% of assets
$238,383 invested
5. Sanofi SA
0.16% of assets
$238,398 invested
6. AstraZeneca PLC
0.29% of assets
$430,274 invested
7. AstraZeneca PLC ADR
0.02% of assets
$35,774 invested
8. GSK PLC
0.1% of assets
$153,711 invested
9. L'Oreal SA
0.14% of assets
$206,020 invested
10. Aviva PLC
0.07% of assets
$102,359 invested

Bottom scoring holdings

The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. U-Haul Holding Co Ordinary Shares - Series N
0.04% of assets
$60,143 invested
2. Shopify Inc Registered Shs -A- Subord Vtg
0.11% of assets
$167,542 invested
3. Rollins Inc
0.02% of assets
$24,426 invested
4. MicroStrategy Inc Class A
0.03% of assets
$42,574 invested
5. Markel Group Inc
0.08% of assets
$113,931 invested
6. Old Dominion Freight Line Inc Ordinary Shares
0.02% of assets
$28,930 invested
7. Reliance Inc
0.07% of assets
$110,127 invested
8. CSPC Pharmaceutical Group Ltd
0.01% of assets
$15,211 invested
9. Palantir Technologies Inc Ordinary Shares - Class A
0.1% of assets
$148,310 invested
10. NVR Inc
0.03% of assets
$40,894 invested

Find sustainably-invested mutual funds and ETFs

Top-scoring funds

Search for funds from your 401(k), retirement plan, or personal portfolio

Financial performance

Performance data provided by

Find more financial data on NZAC at Morningstar.com

Gender Equality and Returns

Returns chart for SPDR® MSCI ACWI Climate Paris Aligned ETF

Enlarge

The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.

Benchmarking tool

Current fund

NZAC

SPDR® MSCI ACWI Climate Paris Aligned ETF

Family

State Street

Category

Global Large-Stock Blend

Find another fund

vs.

Benchmark

ACWI

iShares MSCI ACWI ETF

Family

iShares from BlackRock

Category

Global Large-Stock Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 12/31/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

0.06% less in annualized returns

Same overall gender equality score

0 / 100 points

Same gender balance in leadership and workforce score

0 / 40 points

Same equal compensation and work life balance score

0 / 30 points

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

NZAC

SPDR® MSCI ACWI Climate Paris Aligned ETF

Family

State Street

Category

Global Large-Stock Blend

Find another fund

vs.

Benchmark

ACWI

iShares MSCI ACWI ETF

Family

iShares from BlackRock

Category

Global Large-Stock Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 12/31/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

0.06% less in annualized returns

Same overall gender equality score

0 / 100 points

Same gender balance in leadership and workforce score

0 / 40 points

Same equal compensation and work life balance score

0 / 30 points

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

NZAC

SPDR® MSCI ACWI Climate Paris Aligned ETF

Family

State Street

Category

Global Large-Stock Blend

Find another fund

vs.

Benchmark

ACWI

iShares MSCI ACWI ETF

Family

iShares from BlackRock

Category

Global Large-Stock Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 12/31/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

0.06% less in annualized returns

Same overall gender equality score

0 / 100 points

Same gender balance in leadership and workforce score

0 / 40 points

Same equal compensation and work life balance score

0 / 30 points

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Month-end trailing returns

Performance as of date: 12/31/24

Morningstar suggested benchmark: MSCI ACWI NR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
NZAC - SPDR® MSCI ACWI Climate Paris Aligned ETF

17%

4.98%

9.88%

9.29%

55 / 100 points

Benchmark

17%

5.46%

10%

9.34%

55 / 100 points

Fund compared to benchmark

-0.25%

-0.48%

-0.19%

-0.06%

Same

Find more financial data on NZAC at Morningstar.com

What's next?

Learn how to make a change and move your money

Get started with our action toolkit

Action toolkit

Ask your employer about gender-lens investing in your retirement plan

Use our toolkit

Find socially responsible funds that invest in gender equality

Find top-scoring funds

Learn more about As You Sow's Invest Your Values program

Invest Your Values

Visit Fossil Free Funds to measure the climate risk of this portfolio

See climate risk

Disclaimer: As You Sow is not an investment adviser

As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
See our full disclaimer