What is FEUS?

FEUS tracks a principles-based index of US-listed large-cap companies that exhibit environmental, social, and corporate governance (ESG) characteristics.

PERFORMANCE [as of 03/28/23] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
FEUS 0.28% 5.30% 3.89% -12.16% -- -- --
FEUS (NAV) 0.48% 5.38% 3.88% -12.21% -- -- --
N/A -- -- -- -- -- -- --
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

FEUS Factset Analytics Insight

FEUS follows an index designed to provide a broad exposure to US companies that exhibit several specific environmental, social, and corporate governance attributes. Selection begins with the constituents of the Northern Trust 600 Index - an index composed of the 600 largest companies in the US equity space. Each eligible company is ranked based on their ESG scores as measured by their ability to manage risks associated with material ESG issues and their good corporate governance. Moreover, the fund also utilizes carbon-related risk metrics to assess the carbon emissions intensity, carbon reserves, and carbon risk exposure for each firm. Companies are also screened and excluded based on business activities that produce negative impacts in the environment. Additional optimization is also done to minimize systematic risk including constituent, liquidity, absolute weight, sector, industry group, and turnover constraints. The index is reconstituted on a quarterly basis.

FEUS Summary Data

09/21/21
0.09%
$24.93M
Northern Trust ESG & Climate US Large Cap Core Index
N/A
Open-Ended Fund

Peers

N/A

Fund Flows

$0.00B 5 Days
$0.00B 30 Days
+$0.00B 90 Days

FEUS Portfolio Data

$460.76B
19.26
3.69
1.42%
N/A
190

FEUS Index Data

Northern Trust ESG & Climate US Large Cap Core Index
Principles-based
Principles-based
N/A

FEUS Portfolio Management

0.09%
--
--
--

FEUS Tax Exposures

20.00% / 39.60%
0.01%
Qualified dividends
No

FEUS Fund Structure

Open-Ended Fund
No
--
-- / --
N/A
N/A
High
None

Factset Analytics Block Liquidity

As of 03/29/23

This measurement shows how easy it is to trade a $1 million USD block of FEUS. FEUS is rated a 4 out of 5.

FEUS Tradability

3,026
$136.33K
3
0
0.07%
$0.03
-0.01%
0.32% / -0.50%
None
100.00%
25,000
0.00
--
0.00%
0
$45.26
4

FEUS Sector/Industry Breakdown

FEUS Segment
Benchmark
20.02% --
14.34% --
10.68% --
10.55% --
8.09% --
6.27% --
4.30% --
3.91% --
3.84% --
2.58% --

FEUS Performance Statistics

--
--
--
--
--
N/A

FEUS Countries

FEUS Segment
Benchmark
99.88% --

FEUS Regions

FEUS Segment
Benchmark
99.88% --

FEUS Economic Development

FEUS Segment
Benchmark
99.88% --
0.00% --

FEUS Benchmark Comparison Holdings

190
--
--
--

FEUS Benchmark Comparison Summary

FEUS Segment
Benchmark
190 --
$460.76B --
19.26 --
3.69 --
1.78% --
Low --

FEUS Benchmark Comparison Market Cap Size

FEUS Segment
Benchmark
98.56% --
1.32% --
0.00% --
0.00% --

Options Strategies for Outcome Investing

A collar strategy is a protective option strategy constructed by writing a call and buying a put with the same expiration date while being long the underlying security.