ESG

FlexShares STOXX U.S. ESG Impact Index Fund
N/A

N/A
  • Overview
  • Efficiency
  • Tradability
  • Fit

ESG Fund Description

The FlexShares STOXX US ESG Impact Index Fund follows a principles-based index composed of US-listed companies that exhibit environmental, social, and corporate governance (ESG) characteristics.

ESG Factset Analytics Insight

ESG follows an index designed to provide exposure to US-listed companies that exhibit several specific environmental, social, and corporate governance attributes. These factors include low emissions, percentage of independent board members, percentage of women board members, policies against child labor, and non-use of golden parachute agreements. Disqualifying characteristics include non-adherence to UN Global compact principles, involvement in controversial weapons, or coal mining. All qualifying constituents are weighted based on an aggregated “ESG score” derived from the factors mentioned above. For such exposure, ESG charges a reasonable fee.

ESG MSCI ESG Analytics Insight

The MSCI ESG Fund Quality Score measures the ability of ETF underlying holdings to manage key medium to long-term risks and opportunities arising from environmental, social, and governance factors, as determined by MSCI ESG Research LLC. As of April 19, 2018 the FlexShares STOXX U.S. ESG Impact Index Fund MSCI ESG Fund Quality Score is 5.60 out of 10.

The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. ESG ranks in the 90th percentile within its peer group and in the 55th percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.

  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max
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ESG Top 10 Countries

ESG Top 10 Sectors

ESG Top 10 Holdings View All

ESG Summary Data

FlexShares
07/13/16
Open-Ended Fund
0.32%
$24.06M
$186.25K
0.10%

ESG Portfolio Data

$260.93B
25.66
3.23
1.60%
06/18/18
258

ESG Index Data

Principles-based
Principles-based
MSCI USA Investable Markets_net

Related ETFs to ESG

DSI, SUSA, KRMA, RODI, WIL
Total Return
  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max

ESG Portfolio Management

0.32%
--
--
--

ESG Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

ESG Fund Structure

Open-Ended Fund
No
No
No Policy
N/A
N/A
High
Daily
Bats Book Viewer
TOP OF BOOK
LAST 10 TRADES
Bats BZX Real-time Quote -
Daily Spread
Premium/Discount
Volume

ESG Factset Analytics Block Liquidity

As of 04/20/18
5
4
3
2
1

This measurement shows how easy it is to trade a $1 million USD block of ESG. ESG is rated a 5 out of 5.

ESG Tradability

2,316
$186.25K
295
$28.50K
0.10%
$0.06
0.22%
17.07% / -2.82%
None
100.00%
25,000
0.01
0.02%
0.00%
--
$63.82
5

ESG Sector/Industry BreakdownView All

ESGSegment Benchmark
24.02% 26.01%
18.23% 16.96%
13.00% 15.85%
7.23% 10.41%
12.95% 9.94%
10.89% 6.94%
5.27% 6.83%
2.86% 2.05%
2.78% 1.60%

ESG Geographic Exposure

ESGSegment Benchmark
99.93% 100.36%
0.07% --

ESGSegment Benchmark
100.00% 100.36%
0.00% / 0.00% 0.00% / 0.00%

ESG Performance Statistics

0.98
1.01
1.04
1.02
0.09%
MSCI USA Investable Markets_net

ESG MSCI ESG Ratings

5.60 / 10
89.93
54.93
13.19%
6.63%
141.45

ESG BENCHMARK COMPARISON

    ESG
    258 Holdings
    Segment Benchmark
    2371 Constituents
    Shared Holdings
    252 (Count)
     
    54.64% (Weight)
ESGSegment Benchmark
170.56 B 260.93 B
80.33% 96.33%
14.87% 3.67%
4.42% 0.00%
0.38% 0.00%
1.78% 2.01%