SPDR® MSCI ACWI Climate Paris Aligned ETF

Shareclass
SPDR® MSCI ACWI Climate Paris AlignedETF (NZAC)
Type
Exchange-traded fund
Sustainability mandate
Prison industrial complex grade: One or more holdings were flagged as higher risk by our prison industrial complex screen, making up less than 1% of the portfolio. Assigned a grade of C.
C
$37.53 MILLION
Prison industrial complex
35
flagged holdings
14%
of assets flagged
Data as of 31 Jan 2024
Flagged investments:
$37.53 MILLION, 14% of assets
Higher risk:
$1.75 MILLION, 0.67% of assets
 Private prison operators:
$0, 0% of assets
For each prison industrial complex category, click to see the breakdown of flagged holdings.
Prison industry
Prison industry
Incarceration and detention facilities, services in facilities, supervision and monitoring
18
holdings
$24.15M
invested
9.23%
of portfolio
Border industry
Border industry
Incarceration and detention facilities, immigrant monitoring and surveillance, militarization of the U.S.-Mexico border
30
holdings
$35.71M
invested
14%
of portfolio
All flagged holdings
35 holdings
35 holdings
  • 1.  Microsoft Corp
    Prison industryBorder industry
    $11.75M
    4.49%
  • 2.  Amazon.com Inc
    Prison industryBorder industry
    $5.37M
    2.05%
  • 3.  Alphabet Inc Class C
    Border industry
    $4.03M
    1.54%
  • 4.  Alphabet Inc Class A
    Border industry
    $2.52M
    0.96%
  • 5.  JPMorgan Chase & Co
    Prison industryBorder industry
    $2.31M
    0.88%
Higher risk
Private prison operator
See all
SPDR® MSCI ACWI Climate Paris Aligned ETF $NZAC is 14% ($37.53 MILLION) invested in companies with prison involvement
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Financial performance
Performance data provided byMorningstarFind more financial data on NZAC at Morningstar.com
Current fund
NZAC
SPDR® MSCI ACWI Climate Paris Aligned ETF
Family
State Street
Category
Global Large-Stock Blend
vs.
Benchmark
ACWI
iShares MSCI ACWI ETF
Family
iShares from BlackRock
Category
Global Large-Stock Blend
Fund comparison settings
Investment timeline
Performance as of: 1/31/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI
ACWI - iShares MSCI ACWI ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 5-yr returns 
0% less in annualized returns
Less invested in private prison operators 
0.01% less invested
More invested in higher risk companies, prison industry 
0.12% more invested
Less invested in higher risk companies, border industry 
0.39% less invested
Less invested in higher risk companies 
0.4% less invested
Less invested in all screened prison industry companies 
1.01% less invested
More invested in all screened border industry companies 
0.1% more invested
Less invested in all screened companies 
1.03% less invested
Current fund
NZAC
SPDR® MSCI ACWI Climate Paris Aligned ETF
Family
State Street
Category
Global Large-Stock Blend
vs.
Benchmark
ACWI
iShares MSCI ACWI ETF
Family
iShares from BlackRock
Category
Global Large-Stock Blend
Fund comparison settings
Investment timeline
Performance as of: 1/31/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI
ACWI - iShares MSCI ACWI ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 5-yr returns 
0% less in annualized returns
Less invested in private prison operators 
0.01% less invested
More invested in higher risk companies, prison industry 
0.12% more invested
Less invested in higher risk companies, border industry 
0.39% less invested
Less invested in higher risk companies 
0.4% less invested
Less invested in all screened prison industry companies 
1.01% less invested
More invested in all screened border industry companies 
0.1% more invested
Less invested in all screened companies 
1.03% less invested
Current fund
NZAC
SPDR® MSCI ACWI Climate Paris Aligned ETF
Family
State Street
Category
Global Large-Stock Blend
vs.
Benchmark
ACWI
iShares MSCI ACWI ETF
Family
iShares from BlackRock
Category
Global Large-Stock Blend
Fund comparison settings
Investment timeline
Performance as of: 1/31/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI
ACWI - iShares MSCI ACWI ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 5-yr returns 
0% less in annualized returns
Less invested in private prison operators 
0.01% less invested
More invested in higher risk companies, prison industry 
0.12% more invested
Less invested in higher risk companies, border industry 
0.39% less invested
Less invested in higher risk companies 
0.4% less invested
Less invested in all screened prison industry companies 
1.01% less invested
More invested in all screened border industry companies 
0.1% more invested
Less invested in all screened companies 
1.03% less invested
Month-end trailing returns  
Annualized returns
Flagged investments
1-yr
3-yr
5-yr
10-yr
Private prison operators
This fund
NZAC - SPDR® MSCI ACWI Climate Paris Aligned ETF
15%
5.59%
10%
/
0% 
Benchmark
ACWI - iShares MSCI ACWI ETF
14%
6.03%
10%
8.58%
0.01% 
Fund compared to benchmark
 
0.34%
-0.44%
0%
/
0.01%  lower
Find more financial data on NZAC at Morningstar.com
What's next?
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Get started with our action toolkit
Action toolkit
Ask your employer about adding prison industrial complex-free options to your retirement plan
Find sustainable funds that are prison industrial complex-free
Visit Fossil Free Funds to see this fund's exposure to fossil fuel companies and companies with high carbon footprints
More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco

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