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

73.6

percentile

Universe: Groups

Group: International Equity Funds

Ranking: 306 out of 1,156 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
0.18% of assets
$457,166 invested
2. Diageo PLC
0.55% of assets
$1.41M invested
3. National Grid PLC
0.33% of assets
$837,945 invested
4. GPT Group
0.04% of assets
$90,481 invested
5. Aena SME SA
0.09% of assets
$242,230 invested
6. Yara International ASA
0.03% of assets
$85,464 invested
7. Mirvac Group
0.03% of assets
$89,572 invested
8. L'Oreal SA
0.76% of assets
$1.94M invested
9. Allianz SE
0.73% of assets
$1.86M invested
10. AstraZeneca PLC
1.28% of assets
$3.29M 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
0.03% of assets
$72,700 invested
2. Iida Group Holdings Co Ltd
0.01% of assets
$30,972 invested
3. Konami Group Corp
0.05% of assets
$121,227 invested
4. Keyence Corp
0.6% of assets
$1.54M invested
5. Futu Holdings Ltd ADR
0.02% of assets
$54,323 invested
6. Japan Metropolitan Fund Investment Corp
0.03% of assets
$67,256 invested
7. Xinyi Glass Holdings Ltd
0.01% of assets
$30,923 invested
8. Heineken Holding NV
0.07% of assets
$168,516 invested
9. Keisei Electric Railway Co Ltd
0.04% of assets
$102,820 invested
10. Odakyu Electric Railway Co Ltd
0.03% of assets
$75,947 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 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: 2/29/24

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

1.48% more in annualized returns

Higher overall gender equality score

2 / 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: 2/29/24

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

1.48% more in annualized returns

Higher overall gender equality score

2 / 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: 2/29/24

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

1.48% more in annualized returns

Higher overall gender equality score

2 / 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: 2/29/24

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

15%

3.75%

6.74%

55 / 100 points

Benchmark

13%

1.17%

5.26%

3.83%

53 / 100 points

Fund compared to benchmark

2.21%

2.58%

1.48%

2 / 100 points higher

Find more financial data on EFAX 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