Key stats
About iShares Currency Hedged MSCI EAFE ETF
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Inception date
Jan 31, 2014
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
HEFA offers a plain vanilla exposure to international stocks with a 100% currency hedge to the US dollar. The fund neutralizes the currency exposure of its underlying securities by shorting currency forward contracts. This allows shareholders a purer equity exposure to Europe, the Far East and Australia. The fund also holds iShares EFA for its equity exposurein essence, HEFA is a currency-hedged version of EFA. Aside from utilizing 1-month forward contracts, the fund may also use non-deliverable forward (NDF) contracts to execute its hedging transactions.
Classification
What's in the fund
Exposure type
ETF
Stock breakdown by region
Displays a symbol's price movements over previous years to identify recurring trends.