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QEFAState Street SPDR MSCI EAFE StrategicFactors ETF

Grow my money12y track recordRanked #529 of 2,999 in this goal

Seeks investment results that correspond generally to the total return performance of the MSCI EAFE Factor Mix A-Series Index.

By State Street Investment Management · Launched 2014

Annual Cost

0.30%

#1,396 of 5,861 · low cost

Fund Size

$1.0B

#1,118 of 5,861 · large

Return (1Y)Goal

+22.1%

Track Record

12 years

#1,172 of 5,861 · established

Performance

Total-return NAV · USD
Growth of $10,000
$12,415+24.2%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Multi cap

Strategy

Index tracking

Factor

Multifactor

Index tracked

MSCI EAFE Factor Mix A-Series Index

What it actually holds

By weight

Concentration

Top 10 holdings = 18.5% of fundwell diversified

State Street Global Advisors
3.6%
Novartis AG
2.3%
ASML Holding NV
2.2%
AstraZeneca PLC
2.0%
Roche Holding AG
1.8%
Nestle SA
1.7%
Shell PLC
1.6%
TotalEnergies SE
1.3%
Unilever PLC
1.1%
Zurich Insurance Group AG
1.0%

Asset allocation

Stocks
99.6%
Other
0.2%
Cash
0.2%

By sector

Financial Services
20.8%
Industrials
17.0%
Healthcare
13.8%
Technology
9.9%
Consumer Defensive
9.9%
Consumer Cyclical
8.2%
Communication
5.1%
Basic Materials
5.0%
Other
10.4%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
12.9%Moderate

Year-on-year price swings

Max drawdown
-31.7%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.84Decent risk-adjusted returns
Sortino (3Y)
1.24Good downside protection

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks investment results that correspond generally to the total return performance of the MSCI EAFE Factor Mix A-Series Index.
Strategy
Employs a sampling strategy to track the MSCI EAFE Factor Mix A-Series Index, investing primarily in large- and mid-cap equity markets across Europe, Australasia, and the Far East. The Fund may also invest in cash equivalents and may concentrate in specific industries as represented in the Index.
Inception date
June 4, 2014
Fund family
State Street Investment Management

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Data updated on 2026-08-04