For investors seeking momentum, iShares MSCI EAFE Min Vol Factor ETF EFAV is probably on the radar. The fund just hit a 52-week high and is up 16.8% from its 52-week low price of $68.56/share.
It was a bloodbath for stocks in the back half of last week and so far today as investors had two full trading days to digest the implications of Trump's Liberation Day and the long list of reciprocal tariffs.
iShares MSCI EAFE Min Vol Factor ETF is rated a Hold due to its higher volatility and lower performance compared to peer international ETFs. EFAV has the worst 5-year average annual return among the compared funds, despite its low expense ratio and notable dividend yield. The Fund's significant exposure to Japan's market could be advantageous given Japan's positive economic outlook and growth potential.
![]() EFAV 11 Jun 2024 Paid | Semi Annual | $1.43 Per Share |
![]() EFAV 20 Dec 2023 Paid | Semi Annual | $0.82 Per Share |
![]() EFAV 7 Jun 2023 Paid | Semi Annual | $1.31 Per Share |
![]() EFAV 13 Dec 2022 Paid | Semi Annual | $0.5 Per Share |
![]() EFAV 9 Jun 2022 Paid | Semi Annual | $1.11 Per Share |
![]() EFAV 11 Jun 2024 Paid | Semi Annual | $1.43 Per Share |
![]() EFAV 20 Dec 2023 Paid | Semi Annual | $0.82 Per Share |
![]() EFAV 7 Jun 2023 Paid | Semi Annual | $1.31 Per Share |
![]() EFAV 13 Dec 2022 Paid | Semi Annual | $0.5 Per Share |
![]() EFAV 9 Jun 2022 Paid | Semi Annual | $1.11 Per Share |
BATS Exchange | US Country |
The fund mentioned is specifically designed for investors looking to minimize their investment volatility while maintaining exposure to international equity markets. By targeting investments that have economic characteristics substantially identical to those of the component securities of a particular index, the fund aligns closely with the performance of these securities. This index, in this case, focuses on international equity securities that collectively exhibit lower volatility compared to the broader MSCI EAFE Index. The strategy of investing a minimum of 80% of its assets in the components of the index ensures that the fund maintains a direct correlation with the performance and risk profile of the selected securities, offering a more stable investment option in the volatile international equity market.
This product focuses on investing in international equity securities that, as a whole, demonstrate lower volatility than the broader market represented by the MSCI EAFE Index. This offers investors an opportunity to gain exposure to international markets with a potentially reduced level of risk associated with market fluctuations.
The fund adopts an investment strategy that involves selecting investments with economic characteristics substantially identical to those of the securities comprising the index it tracks. This approach aims to mirror the performance of these securities, thereby offering investors an investment product that closely follows a specific market segment with a known risk and reward profile.