Key stats
About ProShares Short MSCI EAFE
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Inception date
Oct 23, 2007
Structure
Open-Ended Fund
Distributes
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Tax on distributions
Ordinary income
Primary advisor
ProShare Advisors LLC
Distributor
SEI Investments Distribution Co.
EFZ provides daily inverse exposure to the MSCI EAFE Index by holding swaps on iShares' EFA. A broad bet against developed-market large- and midcaps, EFZ especially captures inverse exposure to Japan and the UK. Note that EFZ is a tactical tool. Due to daily compounding, it's unlikely to achieve its intended exposure for longer than a one-day period. As such, trading costs are the major concern. Management fees are of less concern as most investors won't stick around long enough to realize much of those holding costs anyway.
Classification
Returns
| 1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
|---|---|---|---|---|---|---|
| Price performance | — | — | — | — | — | — |
| NAV total return | — | — | — | — | — | — |
What's in the fund
Exposure type
Government
Bonds, Cash & Other100.00%
Government135.46%
Cash−35.46%
Top 10 holdings
Dividends
Dividend payout history