"EFA provides access to over 1,000 companies across Europe, Japan, Australia, and other developed markets outside North America. The fund's $68.6 billion in assets and 24-year track record make it one of the most established international equity options. Top holdings include ASML Holding (NASDAQ:ASML), Roche Holding (OTC:RHHBY), Novartis (NYSE:NVS), and HSBC Holdings (NYSE:HSBC), offering exposure to quality businesses generating substantial revenue worldwide."
"The fund's recent momentum reflects what several 2026 investment outlooks emphasized. James Investment Research noted international equities appear attractive with valuation discounts and potential dollar weakness as tailwinds. International developed markets have shown strong performance, outpacing US equities and demonstrating a shift from years of American exceptionalism. EFA's 0.32% expense ratio and minimal 4% portfolio turnover create a tax-efficient structure for long-term holders."
EFA offers exposure to more than 1,000 companies across Europe, Japan, Australia, and other developed markets outside North America. The fund manages $68.6 billion in assets and has a 24-year track record. Top holdings include ASML, Roche, Novartis, and HSBC, providing revenue exposure from global multinationals. Returns come from capital appreciation of established companies trading at lower valuations than U.S. peers and from dividend income. The fund yields 2.39%, about 100 basis points higher than typical U.S. equity funds. A 0.32% expense ratio and roughly 4% portfolio turnover support tax-efficient, long-term ownership. Recent momentum has led international developed markets to outpace U.S. equities, improving valuation and diversification prospects.
#efa #international-developed-markets #valuation-discounts #dividend-yield #geographic-diversification
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