"ESGD tracks the MSCI EAFE Extended ESG Focus Index, giving investors exposure to large- and mid-cap developed market companies outside the US and Canada that score well on environmental, social, and governance criteria. Think of it as the international equity sleeve of a retirement portfolio, filtered through an ESG lens."
"The return engine here is straightforward: you own a diversified basket of profitable, dividend-paying multinationals across Europe, Japan, and the Asia-Pacific region. The fund holds over 400 positions, with top names including ASML, Novartis, Roche, HSBC, and Siemens. These are not speculative growth bets. They are established businesses with long histories of returning capital to shareholders."
"The income component comes from the underlying companies' dividends, passed through to investors semi-annually. The fund carries a 2.19% dividend yield and a very low 0.20% expense ratio, keeping costs minimal for a fund of this scope."
ESGD tracks the MSCI EAFE Extended ESG Focus Index, offering exposure to large and mid-cap developed market companies outside the US and Canada that meet environmental, social, and governance criteria. The fund holds over 400 positions including established multinationals like ASML, Novartis, Roche, HSBC, and Siemens across Europe, Japan, and Asia-Pacific. It generates income through semi-annual dividend distributions with a 2.19% yield and maintains a low 0.20% expense ratio. Recent performance shows 20.55% returns over twelve months and 50% over five years, though it trails US large-cap benchmarks. The fund experienced a 4.17% pullback in one week in March, demonstrating sensitivity to macroeconomic shifts in foreign markets.
Read at 24/7 Wall St.
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