ESG

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

90
*Unless otherwise stated, data provided by FactSet.

ESG Fund Description

ESG 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 December 17, 2018 the FlexShares STOXX U.S. ESG Impact Index Fund MSCI ESG Fund Quality Score is 5.72 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 85th percentile within its peer group and in the 58th percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.

ESG CHARTS AND PERFORMANCE

Price Chart ($)
Total Return Chart (%)
  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max
  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max
COMPARE
RESET
Select ETFs to compare their performance:
PERFORMANCE [as of 12/17/18] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
ESG -5.09% -9.91% -1.71% -0.29% -- -- --
ESG (NAV) -3.10% -9.46% -0.01% 1.07% -- -- --
STOXX USA ESG Impact Index -- -- -- -- -- -- --
MSCI USA IMI -- -- -- -- -- -- --
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

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%
$32.60M
$217.75K
0.09%

ESG Portfolio Data

$255.14B
22.61
3.29
1.75%
12/21/18
214

ESG Index Data

Principles-based
Principles-based
MSCI USA IMI

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
Medium
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 12/18/18
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

2,960
$217.75K
1,442
$116.89K
0.09%
$0.06
0.08%
4.27% / -2.82%
None
100.00%
25,000
0.06
0.02%
0.00%
--
$62.10
5

ESG Sector/Industry Breakdown


ESG
Segment Benchmark
28.84%
24.16%
13.43%
13.14%
13.14%
13.75%
13.09%
16.85%
8.40%
7.17%
8.31%
10.15%
6.99%
5.43%
3.57%
1.92%
2.63%
2.92%
1.60%
2.25%

ESG TOP 10 HOLDINGS[View All]

Apple Inc. 3.92%
30.2%

ESG Countries


ESG
Segment Benchmark
100.00%
99.93%
--
0.07%

ESG Regions


ESG
Segment Benchmark
100.00%
100.00%

ESG Economic Development


ESG
Segment Benchmark
100.00%
100.00%

ESG Performance Statistics

0.99
1.02
1.03
1.01
0.11%
MSCI USA IMI

ESG MSCI ESG Ratings

5.72 / 10
85.06
57.57
11.73%
7.35%
146.46

ESG BENCHMARK COMPARISON HOLDINGS

214
2378
211
50.97%

ESG BENCHMARK COMPARISON SUMMARY


ESG
Segment Benchmark
214
2378
$255.14B
$191.20B
22.61
22.97
3.29
3.12
1.99%
1.84%
Low
Low

ESG BENCHMARK COMPARISON MARKET CAP SIZE


ESG
Segment Benchmark
96.85%
80.89%
3.15%
14.48%
0.00%
4.28%
0.00%
0.35%