It is maintained by MSCI Inc., [1] a provider of investment decision support tools; the EAFE acronym stands for Europe, Australasia and Far East.. The MSCI EAFE Index is a stock market index that is designed to measure the equity market performance of developed markets outside of the U.S. & Canada. There are a number of index funds that are designed to closely mirror the performance of EAFE; the iShares EAFE exchange-traded fund (ETF ) is one of the most popular options. Next: Previous: Performance. With large and mid-cap representation across developed countries worldwide, excluding the U.S. and Canada, the index covers about 85% of the free float-adjusted market capitalization in each country that it targets. MSCI EAFE Last updated February 02, 2020.
Performance . For that reason, MSCI Indexes have the power to change the market.
When an index is rebalanced, all the ETFs and mutual funds that track it must buy and sell the same stocks.
The index was originally developed in 1969 by Morgan Stanley Capital International, which is majority-owned by the investment bank Morgan Stanley.
Stocks that are added to the index usually find their share prices rising. as of YTD 1m 3m 6m 1y 3y 5y 10y Incept. As the oldest international index, EAFE is widely used in the investment management community as the standard for judging the performance of foreign mutual funds and pension accounts.
MSCI EAFE tracks stocks from these developed markets, providing the opportunity to participate in returns from international companies while limiting exposure to emerging markets. This effect was particularly pronounced from January 2001 through June 2017. The opposite happens to stocks that are dropped from an index.It includes the following countries: Australia, Austria, Belgium, Canada, Denmark, Finland, France, Germany, Hong Kong, Ireland, Israel, Italy, Japan, Netherlands, New Zealand, Norway, Portugal, Singapore, Spain, Sweden, Switzerland, United Kingdom, and the United States.It took almost 20 years, until 1987, for the Emerging Markets Index to be published.
Contents. The MSCI EAFE Index does not capture the opportunity set that is available to active managers in the category. from 21 countries. It covers 85% of the market capitalization in each of the countries. Benchmark (%) Index: MSCI EAFE Index-5.13 0.81 2.05 5.73 4.64 After Tax Pre-Liq.
Assumes fund shares have not been sold.-5.81 0.16 1.44 5.13 4.17 After Tax Post-Liq. (%) Return after taxes on distributions and sale of fund shares.-2.65 0.71 1.66 4.69 3.90 Performance data is not currently available . Managed by Barclays Global Investors, this fund trades on the New York Stock Exchange under the symbol EFA and is widely available to all investors.In this article, we will take a look at the index's history, where to find information and some important considerations for investors.Investors should carefully consider the expense ratios, liquidity, and other characteristics of these funds before investing in them. That means that countries with the largest and most advanced stock markets - such as Japan and the United Kingdom – will always tend to have the biggest relative weighting in EAFE, regardless of their investment prospects. 4 The index is reviewed quarterly to reflect changes in the international equities market. This data includes top holdings, sector weighting, country weights, and other data that international investors can use in order to ensure that their overall portfolio is properly diversified. It is maintained by MSCI Inc., a provider of investment decision support tools; the EAFE acronym stands for Europe, Australasia and Far East.. MSCI EAFE Index .
Using mutual funds and ETFs, investors can gain simple exposure to these markets and easily diversify a portfolio.Performance data for EAFE and many other global indices is available for free on the MSCI's website. (%) Return after taxes on distributions. De très nombreux exemples de phrases traduites contenant "eafe countries" – Dictionnaire français-anglais et moteur de recherche de traductions françaises. In 1996, MSCI published the All Country Indexes for developing markets and emerging markets. Managers of these funds compare their own performance to the MSCI EAFE to determine whether they are providing value to clients or not.The EAFE index also tends to have less volatility than emerging markets, such as the BRICs, which means it may be a safer option for investors looking to diversify internationally. The iShares Core MSCI EAFE ETF seeks to track the investment results of an index composed of large-, mid- and small-capitalization developed market equities, excluding the U.S. and Canada. The MSCI EAFE index includes 21 different major developed nations and their important largest capitalization companies.