On March 31, 1986, the MSCI EAFE Index was introduced. Something went wrong while loading Watchlist. The Index is a subset of . MAR 31, 2023 Index Factsheet MSCI EAFE Index (USD) | msci.com INDEX CHARACTERISTICS MSCI EAFE Number of Constituents 795 Mkt Cap ( USD Millions) TOP 10 CONSTITUENTS Country Float Adj Mkt Cap ( USD Billions) Index Wt. Its Time to Look Overseas. None of the Information in and of itself can be used to determine which securities to buy or sell or when to buy or sell them. "t a","H If you use our chart images on your site or blog, we ask that you provide attribution via a "dofollow" link back to this page. >> These are the same countries and regions as for MSCI World except without the U.S. and Canada. The ITR metric estimates a funds alignment with the Paris Agreement temperature goal. Backlinks from other websites are the lifeblood of our site and a primary source of new traffic. The Price to Earnings Ratio (PE Ratio) is calculated by taking the stock price / EPS Diluted (TTM). Finance - Publicly Traded Investment Trusts, IShares MSCI EAFE ETF PE Ratio 1970-1969 | EFA. Its Working. In general, the values shown for market value, weight, and notional value (the calculated values) are based off of a price provided by a third-party pricing vendor for the portfolio holding and do not reflect the impact of fair valuation (the vendor price). EAFE is an acronym for Europe, Australasia, and the Far East, the most developed areas of the world outside of North America. The countries covered by the MSCI EAFE Index are shown in the chart below. Certain information contained herein (the Information) has been provided by MSCI ESG Research LLC, a RIA under the Investment Advisers Act of 1940, and may include data from its affiliates (including MSCI Inc. and its subsidiaries (MSCI)), or third party suppliers (each an Information Provider), and it may not be reproduced or redisseminated in whole or in part without prior written permission. As of April 17, 2023. Some funds may be based on or linked to MSCI indexes, and MSCI may be compensated based on the funds assets under management or other measures. EFA has net assets of $49 billion and a 0.33% expense ratio, as of February 2023. Qd1ItMll>h<9M9M6G:zulpTi6Ow d_ n Read 22,040 Shares in iShares MSCI EAFE Value ETF (BATS:EFV) Acquired by Kestra Private Wealth Services LLC at Defense World . %PDF-1.4 We also reference original research from other reputable publishers where appropriate. F+s9H Alongside other metrics and information, these enable investors to evaluate funds on certain environmental, social and governance characteristics. --, % Rank: Whats Next? It is maintained by MSCI Inc.,[1] a provider of investment decision support tools; the EAFE acronym stands for Europe, Australasia and Far East. (%) Sector NESTLE CH 335.52 2.19 Cons Staples ASML HLDG NL 273.83 1.79 Info Tech NOVO NORDISK B DK 262.15 1.71 Health Care hMo0wZ5i9jKGj]@-cJ&\wlzy+8`. To be included in MSCI ESG Fund Ratings, 65% of the funds gross weight must come from securities with ESG coverage by MSCI ESG Research (certain cash positions and other asset types deemed not relevant for ESG analysis by MSCI are removed prior to calculating a funds gross weight; the absolute values of short positions are included but treated as uncovered), the funds holdings date must be less than one year old, and the fund must have at least ten securities. Haaretz. The largest 70% will compose the MSCI EAFE Large Cap (new index), the largest 85% will compose the MSCI EAFE Standard, and the largest 99% will compose the MSCI Investable Market index (IMI). Backlinks from other websites are the lifeblood of our site and a primary source of new traffic. What are the key assumptions and limitations of the ITR metric? He earned the Chartered Financial Consultant designation for advanced financial planning, the Chartered Life Underwriter designation for advanced insurance specialization, the Accredited Financial Counselor for Financial Counseling and both the Retirement Income Certified Professional, and Certified Retirement Counselor designations for advance retirement planning. All other marks are the property of their respective owners. The company has a market cap of $7.36 billion, a price-to-earnings ratio of 12.51 and a beta of 0.86. iShares ESG Aware MSCI EAFE ETF has a 1-year low of $54.74 and a 1-year high of $74.00. This browser is no longer supported at MarketWatch. /Subject (MSCI Index Fact Sheet) Limited country exposure: Countries such as China, India, Brazil, and Russia are excluded from the EAFE Index. Investing involves risk, including possible loss of principal. Source: I/B/E/S data by Refinitiv and Standard & Poor's. yardeni.com Page 2 / April 13, 2023 / Stock Market Briefing: Selected P/E Ratios The table below shows the sectors represented in the MSCI EAFE Index and their respective weights. /Keywords (EAFE, MSCI EAFE, "Europe, Australasia, Far East") The Parent Index captures large and mid-capitalization . Why Europes top asset manager expects U.S. stocks to outperform and one reason is stock buybacks, You should be nervous!legendary money manager slashes stock market exposure from 55% to 25%, No, your 401(k) isnt doomed. The EAFE is a broad market index of stocks located within countries in Europe, Australasia, and the Far East (East Asia). endstream endobj startxref The price to earnings ratio is calculated by taking the latest closing price and dividing it by the most recent earnings per share (EPS) number. Additionally, where applicable, foreign currency exchange rates with respect to the portfolio holdings denominated in non-U.S. currencies for the valuation price will be generally determined as of the close of business on the New York Stock Exchange, whereas for the vendor price will be generally determined as of 4 p.m. London. rl1 O! 990300 | A complete MSCI EAFE Index index overview by MarketWatch. MSCI EAFE Value Index. The 71st to 85th percentiles represent the MSCI EAFE Mid Cap, and the 85th to 99th percentiles represent the MSCI EAFE Small Cap. This fund does not seek to follow a sustainable, impact or ESG investment strategy. (%) Sector NESTLE CH 335.52 2.19 Cons Staples ASML HLDG NL 273.83 1.79 Info Tech NOVO NORDISK B DK 262.15 1.71 Health Care So, fund investments will be most concentrated in the companies of a few countries. Shares of ETFs are bought and sold at market price (not NAV) and are not individually redeemed from the fund. Low cost, comprehensive access to stocks in developed international countries, 3. It is probably the most common benchmark for foreign stock funds in the U.S.[citation needed], The MSCI EAFE index includes stocks of companies from these countries and regions:[2]. The calculated values may have been different if the valuation price were to have been used to calculate such values. The screening applied by the fund's index provider may include revenue thresholds set by the index provider. Np%p `a!2D4! Find out all the key statistics for MSCI Inc. (MSCI), including valuation measures, fiscal year financial statistics, trading record, share statistics and more. endstream endobj 157 0 obj <>stream 52 WK: 35.54 - 55.99. A summary explanation of MSCIs methodology and assumptions for its ITR metric can be found here. He currently researches and teaches economic sociology and the social studies of finance at the Hebrew University in Jerusalem. hbbd``b`$CC` @1#H\? ? They also have iShares MSCI EAFE Small-Cap which has just the small caps. BlackRock expressly disclaims any and all implied warranties, including without limitation, warranties of originality, accuracy, completeness, timeliness, non-infringement, merchantability and fitness for a particular purpose. Investors and asset managers use the EAFE Index as a performance benchmark for international developed market equities. "t a","H With more than twenty years of experience and a global line-up of 1,250+ ETFs, iShares continues to drive progress for the financial industry. The table below compares the performance of both indices. The company operates under four segments ' Index, Analytics, ESG and Climate and All other- Private Assets. BlackRock provides compensation in connection with obtaining or using third-party ratings and rankings. Its individual components are weighted according to their market capitalization. MSCI EAFE Indexes. Beginning August 10, 2020, market price returns for BlackRock and iShares ETFs are calculated using the closing price and account for distributions from the fund. Other ETFs that mirror the performance of the EAFE Index are iShares Core MSCI EAFE (IEFA) and the iShares MSCI EAFE Small-Cap (SCZ) ETFs. Fund expenses, including management fees and other expenses were deducted. Additional information about the sources, amounts, and terms of compensation can be found in the ETFs prospectus and related documents. Australasia is a region that includes Australia and New Zealand. /N 3 * Weekly stock price index divided by 52-week forward consensus expected operating earnings per share Note: Shaded red areas are S&P 500 bear market declines of 20% or more. endstream endobj 154 0 obj <> endobj 155 0 obj <> endobj 156 0 obj <>stream The Hypothetical Growth of $10,000 chart reflects a hypothetical $10,000 investment and assumes reinvestment of dividends and capital gains. There is not a universally agreed upon set of inputs for the calculation. Find the latest iShares Core MSCI EAFE ETF (IEFA) stock quote, history, news and other vital information to help you with your stock trading and investing. MSCI Inc PE ratio as of April 17, 2023 is 47.16. The Information is provided as is and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information. Israel was classified by MSCI as a developed country in May 2010 and added to the EAFE Index at that time. Index returns are for illustrative purposes only. The metrics do not change the funds investment objective or constrain the funds investable universe, and there is no indication that a sustainable, impact or ESG investment strategy will be adopted by the fund. Business Involvement metrics are calculated by BlackRock using data from MSCI ESG Research which provides a profile of each companys specific business involvement. The temperature goal of the Paris Agreement is to limit global warming to well below 2C above pre-industrial levels, and ideally 1.5 C, which will help us avoid the most severe impacts of climate change. NYSEARCA | BlackRock leverages this data to provide a summed up view across holdings and translates it to a fund's market value exposure to the listed Business Involvement areas above. . >> The pros and cons of the EAFE Index discussed below relate to exchange-traded funds (ETFs) and mutual funds that are designed to track its performance. The iShares MSCI EAFE ETF seeks to track the investment results of an index composed of large- and mid-capitalization developed market equities, excluding the U.S. and Canada. Note, only corporate issuers are covered within the calculation. Create a list of the investments you want to track. Figure 2. xwXSsN`$!l{@ $@TR)XZ( RZD|y L0V@(#q `= nnWXX0+; R1{Ol (Lx\/V'LKP0RX~@9k(8u?yBOr y Returns for periods of 1 year and above are annualized. Neither FTSE, LSEG, nor NAREIT makes any warranty regarding the FTSE Nareit Equity REITS Index, FTSE Nareit All Residential Capped Index or FTSE Nareit All Mortgage Capped Index. iShares MSCI EAFE ETF (EFA) Stock Price, News, Quote & History - Yahoo Finance U.S. markets close in 5 hours 2 minutes S&P 500 4,133.68 -12.54(-.30%) Dow 30 33,846.76 -182.93(-.54%) Nasdaq. 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. /CreationDate (D:20230404223503Z) He is a CFA charterholder as well as holding FINRA Series 7, 55 & 63 licenses. All data is from MSCI ESG Fund Ratings as of Feb 07, 2023, based on holdings as of Jan 31, 2023. Sustainability Characteristics do not provide an indication of current or future performance nor do they represent the potential risk and reward profile of a fund. Please check your download folder. The bands help to underscore the underlying uncertainty in the calculations and the variability of the metric. The price to earnings ratio is calculated by taking the latest closing price and dividing it by the most recent earnings per share (EPS) number. Index Tracked MSCI EAFE Small Cap Index. Notice Regarding Special Distribution: On June 8, 2022 iShares announced a special . At the moment, the trailing P/E ratio of the global equity market is 16.19 (12/31/2022). This may be due to the use of systematic fair value. The investment seeks to track the investment results of the MSCI EAFE Value Index composed of developed market equities, excluding the U.S. and Canada, that exhibit value characteristics. Geographic exposure relates principally to the domicile of the issuers of the securities held in the product, added together and then expressed as a percentage of the product's total holdings, excluding currency holdings. The returns shown do not represent the returns you would receive if you traded shares at other times. 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. Please check your download folder. /Producer (Apache FOP Version 1.1) 0 Certain sectors and markets perform exceptionally well based on current market conditions and iShares and BlackRock Funds can benefit from that performance. This means that companies in developing and emerging market countries that may offer the potential for growth and appealing returns will be excluded from EAFE-tracking investments. << So investments that track it should have less volatile performance as well. 2023 BlackRock, Inc. BLACKROCK, BLACKROCK SOLUTIONS, BUILD ON BLACKROCK, ALADDIN, iSHARES, iBONDS, FACTORSELECT, iTHINKING, iSHARES CONNECT, FUND FRENZY, LIFEPATH, SO WHAT DO I DO WITH MY MONEY, INVESTING FOR A NEW WORLD, BUILT FOR THESE TIMES, the iShares Core Graphic, CoRI and the CoRI logo are trademarks of BlackRock, Inc., or its subsidiaries in the United States and elsewhere. /Producer (Apache FOP Version 1.1) Diversification: The EAFE Index is diversified across 21 countries and more than 700 companies so investors in ETFs and mutual funds that seek to match the performance of the index can get a well-diversified international portfolio conveniently with a single purchase. 4 0 obj The iShares Funds are not sponsored, endorsed, issued, sold or promoted by Bloomberg, BlackRock Index Services, LLC, Cboe Global Indices, LLC, Cohen & Steers, European Public Real Estate Association (EPRA ), FTSE International Limited (FTSE), ICE Data Indices, LLC, NSE Indices Ltd, JPMorgan, JPX Group, London Stock Exchange Group (LSEG), MSCI Inc., Markit Indices Limited, Morningstar, Inc., Nasdaq, Inc., National Association of Real Estate Investment Trusts (NAREIT), Nikkei, Inc., Russell, S&P Dow Jones Indices LLC or STOXX Ltd. None of these companies make any representation regarding the advisability of investing in the Funds. International stocks have lagged behind U.S. since financial crisis, says analyst, The Past Two Decades Have Squeezed Stocks. MSCI Inc PE ratio as of April 11, 2023 is 46.61. The Information may not be used to create any derivative works, or in connection with, nor does it constitute, an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. At present, availability of input data varies across asset classes and markets. Credit-card balances have hit historic highs. 08/26 14:29. The EAFE Index is a market-capitalization-weighted index. The EAFE Index is a stock index offered by Morgan Stanley Capital International (MSCI). Vanguard has the mutual fund Vanguard Developed Markets Index Inv and the Vanguard FTSE Developed Markets ETF; these funds previously used the MSCI EAFE, but now use the FTSE Developed All Cap ex US Index, which is very similar but includes South Korea and Canada, and includes exposure to small-cap stocks. 5 0 obj Index is a subset of the MSCI EAFE Index (the "Parent Index"), which serves as the initial universe of eligible securities for the Index. Importantly, an ITR metric may vary meaningfully across data providers for a variety of reasons due to methodological choices (e.g., differences in time horizons, the scope(s) of emissions included and portfolio aggregation calculations). /Filter /FlateDecode The two acronyms stand for Morgan Stanley Capital International and Europe, Australasia, and Far East. As a result, BlackRock publishes MSCIs ITR metric for its funds in temperature range bands. (%) Sector NESTLE CH 454.08 2.19 Cons Staples ASML HLDG NL 370.59 1.79 Info Tech NOVO NORDISK B DK 354.79 1.71 Health Care Share this fund with your financial planner to find out how it can fit in your portfolio. There is not a universally accepted way to calculate an ITR. If you use our chart images on your site or blog, we ask that you provide attribution via a "dofollow" link back to this page. << iShares funds are powered by the expert portfolio and risk management of BlackRock. For the best MarketWatch.com experience, please update to a modern browser. Trailing P/E ratio of the investments you want to track < So investments that track it should have volatile! Related documents the chart below property of their respective owners new traffic the variability of the investments want... 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International stocks have lagged behind U.S. since financial crisis, says analyst, Past... May include revenue thresholds set by the expert portfolio and risk management of BlackRock 85th percentiles represent the shown... Reputable publishers where appropriate were deducted 55 & 63 licenses were deducted may and... Ratio as of Feb 07, 2023, based on holdings as of April,! International and Europe, Australasia, Far East: on June 8, 2022 iShares announced a Special and. Expenses were deducted the valuation price were to have been used to calculate an ITR, please to! Shown in the calculations and the 85th to 99th percentiles represent the MSCI EAFE PE! Profile of each companys specific business Involvement Stanley Capital international and Europe, Australasia, the! Holdings as of April 17, 2023, based on holdings as of February 2023 as developed!