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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.42% -0.15% 157.28M 1354.30
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
1.62% 54.00% -12.73M Upgrade

Basic Info

Investment Strategy
The investment seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the STOXX® Global ESG Select KPIs IndexSM. The index is designed to reflect the performance of a selection of companies that, in aggregate, score better with respect to a set of ESG KPIs relative to the STOXX® Global 1800 Index, a float-adjusted market-capitalization weighted index of companies incorporated in the U.S. and in developed international markets. The fund will invest at least 80% of its total assets in the securities of the index and in ADRs and GDRs based on the securities in the index.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap/Blend
Fixed Income Style --
Broad Asset Class International Equity
Broad Category Equity
Category Name Global Large-Stock Blend
Category Index MSCI ACWI NR USD
Global Category Name Global Equity Large Cap
YCharts Categorization Global Equity Large Cap
YCharts Benchmark MSCI ACWI Ex USA Total Return (^MSACXUSTR)
Prospectus Objective Growth and Income
Fund Owner Firm Name Flexshares Trust
Prospectus Benchmark Index
STOXX Global ESG Select KPIs TR USD 100.0%
Broad Asset Class Benchmark Index
^MSACXUSNTR 100.0%
Manager Tenure
Brendan Sullivan 7.14 yrs
Robert Anstine 7.14 yrs

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
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--
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Total Return (NAV)
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--
--
--
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Category Rtn. (NAV)
--
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% Rank in Cat (NAV)
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As of September 22, 2023. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2016
2017
2018
2019
2020
2021
2022
YTD
--
23.58%
-8.42%
29.09%
17.34%
23.78%
-18.66%
14.09%
4.50%
27.19%
-14.20%
21.51%
10.65%
7.82%
-16.00%
6.77%
4.99%
29.87%
-13.70%
23.20%
10.00%
18.68%
-16.96%
10.24%
--
27.30%
-8.33%
25.36%
44.34%
-1.20%
-11.52%
-3.67%
7.82%
22.10%
-7.82%
30.04%
15.05%
23.85%
-17.89%
12.22%
6.86%
27.83%
-12.31%
26.73%
16.77%
13.54%
-23.18%
7.93%
As of September 22, 2023.

Asset Allocation

As of September 21, 2023.
Type % Net % Long % Short
Cash 0.57% Upgrade Upgrade
Stock 99.43% Upgrade Upgrade
Bond 0.00% Upgrade Upgrade
Convertible 0.00% Upgrade Upgrade
Preferred 0.00% Upgrade Upgrade
Other 0.00% Upgrade Upgrade

Basic Info

Investment Strategy
The investment seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the STOXX® Global ESG Select KPIs IndexSM. The index is designed to reflect the performance of a selection of companies that, in aggregate, score better with respect to a set of ESG KPIs relative to the STOXX® Global 1800 Index, a float-adjusted market-capitalization weighted index of companies incorporated in the U.S. and in developed international markets. The fund will invest at least 80% of its total assets in the securities of the index and in ADRs and GDRs based on the securities in the index.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap/Blend
Fixed Income Style --
Broad Asset Class International Equity
Broad Category Equity
Category Name Global Large-Stock Blend
Category Index MSCI ACWI NR USD
Global Category Name Global Equity Large Cap
YCharts Categorization Global Equity Large Cap
YCharts Benchmark MSCI ACWI Ex USA Total Return (^MSACXUSTR)
Prospectus Objective Growth and Income
Fund Owner Firm Name Flexshares Trust
Prospectus Benchmark Index
STOXX Global ESG Select KPIs TR USD 100.0%
Broad Asset Class Benchmark Index
^MSACXUSNTR 100.0%
Manager Tenure
Brendan Sullivan 7.14 yrs
Robert Anstine 7.14 yrs

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