iShares MSCI EAFE ETF (EFA)

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iShares MSCI EAFE ETF (EFA) is an index stock exchange traded fund. This popular ETF utilizes its assets to purchase a broad range of companies in Europe, Australia, Asia, and the Far East. The fund objective is to track the investment results of an index composed of large- and mid-capitalization developed market equities, excluding the U.S. and Canada.

EFA Fund Details

    iShares MSCI EAFE ETF
  • Fund Inception Date: 08/14/2001
  • Ticker Symbol: EFA
  • CUSIP: 464287465
  • Rank in category (YTD): 23%
  • Category: Foreign Large Blend
  • Yield: 2.78%
  • Capital Gains: -
  • Expense Ratio: 0.33%
  • Total Assets: $ 71.86 billion
  • Annual Turnover Rate: 3%
This equity ETF provide convenient access to 900+ EAFE stocks. The expense fee is 0.34%. The current share value is $65.99. The dividend yield is 3.34%. This popular ETF has total assets of $54billion. It has a low portfolio turnover rate of 3%.

iShares MSCI EAFE ETF Performance

In 2014, it has year-to-date return of 1.87%. This foreign large blend fund has returned 16.50% over the past 1 year, 11.18% over the past 3 years, and 8.10% over the past 5 years. The 3 year beta is 0.96. The average price/earnings are 15.26. The average price/book is 1.51.
  • Year 2017: 10.51% (YTD)
  • Year 2016: 1.37%
  • Year 2015: -1.00%
  • Year 2014: 6.20%
  • Year 2013: 21.39%
You can buy this equity ETF from your brokerage. This iShares fund is available for your investment account, 401k plan, IRA (individual retirement account).

EFA Fund Holdings

The top 5 stocks in its portfolio are Nestle SA (NESN), Novartis AG (NOVN), Roche Holding AG (ROG), HSBC Holdings Plc, (HSBA), and Toyota Motor Corp (7203). Top 5 countries are Japan (20%), United Kingdom, France, Switzerland, and Germany (8.9%).

Pros:
  • This iShares ETF can be used as a core fund for building your portfolio diversification.
  • The high yield can provide steady income for investors
Cons:
  • This iShares MSCI EAFE ETF has slightly higher expense fee than other index ETF.

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