Key stats
About SPDR INDEX SHARES FUNDS EURO STOXX 50 ETF
Home page
Inception date
Oct 15, 2002
Structure
Open-Ended Fund
Distributes
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Tax on distributions
Qualified dividends
FEZ holds the 50 biggest eurozone companies. That means it excludes large-caps from countries that don't use the euro, including the UK, Switzerland and Sweden. Instead, the funds portfolio is dominated by euro-denominated securities from countries such as France and Germany. Unlike some other eurozone funds, it does not hedge euro exposure. In all, the fund delivers exactly what is promisesstraightforward exposure to eurozone large-capsin a large and liquid package. The index is reviewed for reconstitution annually and rebalanced quarterly.
Classification
What's in the fund
Exposure type
Finance
Electronic Technology
Consumer Non-Durables
Technology Services
Producer Manufacturing
Stock breakdown by region
Displays a symbol's price movements over previous years to identify recurring trends.