SPDR® MSCI EAFE Fossil Fuel Reserves Free ETF

Shareclass

SPDR® MSCI EAFE Fssl Ful Free RsrvETF (EFAX)

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

72.2

percentile

Universe: Groups

Group: International Equity Funds

Ranking: 303 out of 1,087 funds

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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

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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
$528,515 invested
2. QBE Insurance Group Ltd
0.13% of assets
$401,358 invested
3. GPT Group
0.04% of assets
$116,225 invested
4. Allianz SE
0.8% of assets
$2.45M invested
5. Sanofi SA
0.73% of assets
$2.26M invested
6. AstraZeneca PLC
1.38% of assets
$4.25M invested
7. Qantas Airways Ltd
0.03% of assets
$88,606 invested
8. Standard Chartered PLC
0.17% of assets
$525,720 invested
9. Yara International ASA
0.03% of assets
$90,415 invested
10. GSK PLC
0.46% of assets
$1.43M 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. Kobe Bussan Co Ltd
0.02% of assets
$75,367 invested
2. Futu Holdings Ltd ADR
0.03% of assets
$103,891 invested
3. Heineken Holding NV
0.05% of assets
$161,916 invested
4. Central Japan Railway Co
0.1% of assets
$316,542 invested
5. Yangzijiang Shipbuilding (Holdings) Ltd
0.03% of assets
$94,016 invested
6. Keyence Corp
0.56% of assets
$1.72M invested
7. Daito Trust Construction Co Ltd
0.04% of assets
$133,635 invested
8. Konami Group Corp
0.06% of assets
$196,757 invested
9. Zensho Holdings Co Ltd
0.04% of assets
$120,132 invested
10. CTS Eventim AG & Co. KGaA
0.03% of assets
$106,512 invested

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Top-scoring funds

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Financial performance

Performance data provided by

Find more financial data on EFAX at Morningstar.com

Gender Equality and Returns

Returns chart for SPDR® MSCI EAFE Fossil Fuel Reserves Free 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

EFAX

SPDR® MSCI EAFE Fossil Fuel Reserves Free ETF

Family

State Street

Category

Foreign Large Blend

Find another fund

vs.

Benchmark

ACWX

iShares MSCI ACWI ex U.S. ETF

Family

iShares from BlackRock

Category

Foreign Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 11/30/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI Ex USA

Fund comparison results

Compared to the benchmark, this fund has:

Higher 5-yr returns

0.4% more in annualized returns

Higher overall gender equality score

1 / 100 points higher

Same gender balance in leadership and workforce score

0 / 40 points

Higher equal compensation and work life balance score

1 / 30 points higher

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

EFAX

SPDR® MSCI EAFE Fossil Fuel Reserves Free ETF

Family

State Street

Category

Foreign Large Blend

Find another fund

vs.

Benchmark

ACWX

iShares MSCI ACWI ex U.S. ETF

Family

iShares from BlackRock

Category

Foreign Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 11/30/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI Ex USA

Fund comparison results

Compared to the benchmark, this fund has:

Higher 5-yr returns

0.4% more in annualized returns

Higher overall gender equality score

1 / 100 points higher

Same gender balance in leadership and workforce score

0 / 40 points

Higher equal compensation and work life balance score

1 / 30 points higher

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

EFAX

SPDR® MSCI EAFE Fossil Fuel Reserves Free ETF

Family

State Street

Category

Foreign Large Blend

Find another fund

vs.

Benchmark

ACWX

iShares MSCI ACWI ex U.S. ETF

Family

iShares from BlackRock

Category

Foreign Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 11/30/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI Ex USA

Fund comparison results

Compared to the benchmark, this fund has:

Higher 5-yr returns

0.4% more in annualized returns

Higher overall gender equality score

1 / 100 points higher

Same gender balance in leadership and workforce score

0 / 40 points

Higher equal compensation and work life balance score

1 / 30 points higher

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: 11/30/24

Morningstar suggested benchmark: MSCI ACWI Ex USA NR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
EFAX - SPDR® MSCI EAFE Fossil Fuel Reserves Free ETF

13%

3.46%

5.73%

57 / 100 points

Benchmark

13%

2.85%

5.33%

4.53%

56 / 100 points

Fund compared to benchmark

-0.18%

0.61%

0.4%

1 / 100 points higher

Find more financial data on EFAX at Morningstar.com

What's next?

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