EFAXState Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
Tracks the total return performance of the MSCI EAFE ex Fossil Fuels Index.
By State Street Investment Management · Launched 2016
Annual Cost
0.20%
#934 of 5,861 · low cost
Fund Size
$503M
#1,585 of 5,861 · large
Return (1Y)Goal
+21.0%
Track Record
9 years
#1,465 of 5,861 · established
Performance
Total-return NAV · USDGrowth of $10,000
$12,107+21.1%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
Global ex-USCap
Multi cap
Strategy
Index tracking
Index tracked
MSCI EAFE ex Fossil Fuels Index
What it actually holds
By weightConcentration
Top 10 holdings = 18.4% of fund✓ well diversified
State Street Global Advisors
5.0%
ASML Holding NV
2.7%
AstraZeneca PLC
1.6%
Novartis AG
1.6%
HSBC Holdings PLC
1.5%
Roche Holding AG
1.5%
Nestle SA
1.4%
Commonwealth Bank of Australia
1.0%
Toyota Motor Corp
1.0%
Mitsubishi UFJ Financial Group Inc
1.0%
Asset allocation
Stocks
99.5%
Cash
0.3%
Other
0.2%
By sector
Financial Services
26.6%
Industrials
18.9%
Technology
13.8%
Healthcare
11.2%
Consumer Cyclical
8.0%
Consumer Defensive
7.3%
Communication
4.8%
Basic Materials
4.6%
Other
5.0%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
16.5%Moderate
Year-on-year price swings
Max drawdown
-32.9%Severe
Worst peak-to-trough loss
Sharpe (3Y)
0.78Decent risk-adjusted returns
Sortino (3Y)
1.15Good downside protection
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Tracks the total return performance of the MSCI EAFE ex Fossil Fuels Index.
- Strategy
- Employs a sampling strategy to track the MSCI EAFE ex Fossil Fuels Index, investing primarily in securities of companies located in developed markets, particularly in Japan and Europe. The Fund may hold securities of companies that own fossil fuel reserves but will invest at least 80% of its net assets in companies that do not own fossil fuel reserves.
- Inception date
- October 24, 2016
- Fund family
- State Street Investment Management
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Data updated on 2026-08-04