The investment seeks to provide investment results that closely correspond, before fees and expenses, to the performance of the Goldman Sachs ActiveBeta? International Equity Index. The fund invests at least 80% of its assets (exclusive of collateral held from securities lending) in securities included in its underlying index, in depositary receipts representing securities included in its underlying index and in underlying stocks in respect of depositary receipts included in its underlying index. The index is designed to deliver exposure to equity securities of developed market issuers outside of the United States.
Inception Date: 06/11/2015
Primary Benchmark: Goldman Sachs ActiveBeta Inter NR USD
Primary Index: MSCI ACWI Ex USA NR USD
Gross Expense Ratio: 0.62%
Management Expense Ratio: 0.25 %
|EFA||iShares MSCI EAFE||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 %||
|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)||9.77%||60%||D-||69%||D+|
|Risk Adjusted Return||99.02%||97%||A+||76%||C|
|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.
This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.
The company has under performed its peers on annual average total returns in the past 5 years.
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