The investment seeks to track the investment results of the MSCI EAFE Index composed of large- and mid-capitalization developed market equities, excluding the U.S. and Canada. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the MSCI EAFE Index (the "underlying index"), which has been developed by MSCI Inc. ("MSCI") as an equity benchmark for international stock performance.
Inception Date: 14/08/2001
Primary Benchmark: MSCI EAFE NR USD
Primary Index: MSCI ACWI Ex USA NR USD
Gross Expense Ratio: 0.33%
Management Expense Ratio: 0.32 %
|VEA||Vanguard FTSE Developed Market..||0.07 %||
|IEFA||iShares Core MSCI EAFE||0.09 %||
|VEU||Vanguard FTSE All World Ex US||0.11 %||
|SCHF||Schwab International Equity||0.06 %||
|EFAV||iShares Edge MSCI Min Vol EAFE||0.20 %||
|DBEF||Xtrackers MSCI EAFE Hedged Equ..||0.35 %||
|HEFA||iShares Currency Hedged MSCI E..||0.03 %||
|SPDW||SPDR Portfolio Developed World..||0.34 %||
|CWI||SPDR MSCI ACWI ex-US||0.30 %||
|GSIE||Goldman Sachs ActiveBeta Inter..||0.25 %||
|XIN:CA||iShares MSCI EAFE Index E..||101.12 %||0.48 %||
|HEFA||iShares Currency Hedged M..||99.95 %||0.03 %||
|DZK||Direxion Developed Market..||59.72 %||0.95 %||
|EFZ||ProShares Short MSCI EAFE||58.93 %||0.95 %||
|EFU||ProShares UltraShort MSCI..||41.15 %||0.95 %||
|XWD:CA||iShares MSCI World Index ..||35.93 %||0.00 %||
|XGC:CA||iShares Global Completion..||9.07 %||0.74 %||
|VEGA||AdvisorShares STAR Global..||8.87 %||1.85 %||
|EXGG:CA||Excel Global Growth Asset..||7.22 %||0.95 %||
|EXGB:CA||Excel Global Balanced Ass..||5.25 %||0.95 %||
|ZEA:CA||BMO MSCI EAFE Index ETF||3.37 %||0.22 %||
|Market Performance vs. Industry/Classification (Foreign Large Blend)||Market Performance vs. Exchange (NYSE Arca)|
|Value||Sector Median||Percentile Rank||Grade||Market Median||Percentile Rank||Grade|
|Trailing 12 Months|
|Trailing 5 Years|
|Average Annual (5 Year Horizon)|
|Risk Return Profile|
|Volatility (Standard Deviation)||11.46%||35%||F||63%||D|
|Risk Adjusted Return||45.64%||21%||F||44%||F|
|Target Price Action||Rating Action||Analyst||Rating||Price||Date|
This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.
This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.
The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.
This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.
The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.
The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.
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