SPDR® MSCI ACWI Low Carbon Target ETF
Fund offered by:
SPDR State Street Global Advisors
Ticker: LOWCsocially responsible
Fossil fuel grade: Fossil fuel exposure of 4.76% places the fund in the range of between 3% and 5.5% exposure. Assigned a grade of C.Fossil fuel exposure of 4.76% places the fund in the range of between 3% and 5.5% exposure. Assigned a grade of C.How we track fossil fuel investments
C
$5.37 MILLION
in fossil fuel investments
70
fossil fuel stocks found
4.76%
of assets flagged
Data as of 9/30/21
Fossil fuel holdings
  For each fossil fuel category, we show the fund's exposure, if we found any. Click a category to see the breakdown of companies. When calculating a portfolio's exposure to a screen list, we only consider long investments, ignoring any shorts or liabilities.
Producers energy sector
Top 200 owners of carbon reserves
Top 200 owners of carbon reserves
Carbon Underground 200
10
holdings
$860,673
invested
0.76%
of portfolio
Coal industry
Coal industry
Coal miners and owners of coal reserves
13
holdings
$736,336
invested
0.65%
of portfolio
Oil/gas industry
Oil/gas industry
Oil/gas producers and refiners, oil field services and equipment companies, pipeline operators
32
holdings
$2.78M
invested
2.47%
of portfolio
Consumers utility sector
Top 30 coal-fired utilities
Top 30 coal-fired utilities
Macroclimate 30
2
holdings
$659,306
invested
0.58%
of portfolio
Fossil-fired utilities
Fossil-fired utilities
Electric utilities powered by coal and natural gas
35
holdings
$2.6M
invested
2.31%
of portfolio
Investments in major fossil fuel companies:
Berkshire Hathaway Inc Class B
Macroclimate 30 Top 30 coal-fired power
$611,113 invested
Pioneer Natural Resources Co
Carbon Underground 200 Top 200 carbon reserves
$266,416 invested
Mitsui & Co Ltd
Carbon Underground 200 Top 200 carbon reserves
$209,796 invested
Vale SA
Carbon Underground 200 Top 200 carbon reserves
$130,292 invested
ITOCHU Corp
Carbon Underground 200 Top 200 carbon reserves
$82,237 invested
Hess Corp
Carbon Underground 200 Top 200 carbon reserves
$78,110 invested
All fossil fuel companies
70 holdings
70 holdings
  • 1. Berkshire Hathaway Inc Class B
    Macroclimate 30Fossil-fired utility
    $611,113
    0.54%
  • 2. Pioneer Natural Resources Co
    Carbon Underground 200Oil/gas industry
    $266,416
    0.24%
  • 3. NextEra Energy Inc
    Fossil-fired utility
    $248,673
    0.22%
  • 4. Kinder Morgan Inc Class P
    Oil/gas industry
    $233,768
    0.21%
  • 5. Schlumberger Ltd
    Oil/gas industry
    $216,313
    0.19%
See all
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SPDR® MSCI ACWI Low Carbon Target ETF $LOWC is 4.76% invested in fossil fuel stocks, with $5.37 MILLION invested across 70 equity holdings
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Financial performance
Performance data provided byMorningstarFind more financial data on LOWC at Morningstar.com
Current fund
LOWC
SPDR® MSCI ACWI Low Carbon Target ETF
Family
SPDR State Street Global Advisors
Category
World Large-Stock Blend
vs.
Benchmark
ACWI
iShares MSCI ACWI ETF
Family
iShares from BlackRock
Category
World Large-Stock Blend
Fund comparison settings
Investment timeline
Performance as of: 9/30/21
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:
Higher
 5-yr returns 
0.02% more in annualized returns
Less invested in fossil fuels 
2.57% less invested
Lower carbon footprint 
84 tonnes CO2e/$1M USD lower
More invested in Clean200 
0.29% more invested
Current fund
LOWC
SPDR® MSCI ACWI Low Carbon Target ETF
Family
SPDR State Street Global Advisors
Category
World Large-Stock Blend
vs.
Benchmark
ACWI
iShares MSCI ACWI ETF
Family
iShares from BlackRock
Category
World Large-Stock Blend
Fund comparison settings
Investment timeline
Performance as of: 9/30/21
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:
Higher
 5-yr returns 
0.02% more in annualized returns
Less invested in fossil fuels 
2.57% less invested
Lower carbon footprint 
84 tonnes CO2e/$1M USD lower
More invested in Clean200 
0.29% more invested
Current fund
LOWC
SPDR® MSCI ACWI Low Carbon Target ETF
Family
SPDR State Street Global Advisors
Category
World Large-Stock Blend
vs.
Benchmark
ACWI
iShares MSCI ACWI ETF
Family
iShares from BlackRock
Category
World Large-Stock Blend
Fund comparison settings
Investment timeline
Performance as of: 9/30/21
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:
Higher
 5-yr returns 
0.02% more in annualized returns
Less invested in fossil fuels 
2.57% less invested
Lower carbon footprint 
84 tonnes CO2e/$1M USD lower
More invested in Clean200 
0.29% more invested
Month-end trailing returns  
Annualized returns
Climate analysis
1-yr
3-yr
5-yr
10-yr
Fossil fuel %
This fund
LOWC - SPDR® MSCI ACWI Low Carbon Target ETF
27%
13%
13%
/
4.76% 
Benchmark
ACWI - iShares MSCI ACWI ETF
27%
13%
13%
12%
7.33% 
Fund compared to benchmark
 
0.13%
0.59%
0.02%
/
2.57%  lower
Find more financial data on LOWC at Morningstar.com
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