GUNRFlexShares Morningstar Global Upstream Natural Resources Index Fund
GUNR Fund Description
GUNR tracks an index of global companies that operate, manage or produce natural resources in energy, agriculture, metals, timber or water.
GUNR Factset Analytics Insight
GUNR approaches the global natural resources industry with a few twists. The fund provides exposure in traditional natural resources industries, particularly in energy, agriculture, precious or industrial metals, timber and water. Notably, GUNR extends its coverage to include 'upstream' businesses like containers and packaging, commercial services, and paper and forest products. To curate the portfolio, the fund’s underlying index selects 120 stocks using a proprietary methodology. It then caps weightings at the regional and sector level, minimizing the impact of firms of more popular names in the portfolio. Overall, GUNR has a broad and diverse take on a market that lends itself to concentration. The index is reconstituted semi-annually and rebalanced quarterly.
GUNR MSCI ESG Analytics Insight
FlexShares Morningstar Global Upstream Natural Resources Index Fund has an MSCI ESG Fund Rating of A based on a score of 6.59 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
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. FlexShares Morningstar Global Upstream Natural Resources Index Fund ranks in the 57th percentile within its peer group and in the 33th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
GUNR MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
GUNR Summary Data
GUNR Portfolio Data
GUNR Index Data
GUNR Portfolio Management
GUNR Tax Exposures
GUNR Fund Structure
GUNR Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of GUNR. GUNR is rated a 5 out of 5.
GUNR Sector/Industry Breakdown
GUNR Economic Development
GUNR Performance Statistics
GUNR MSCI ESG Ratings
GUNR Benchmark Comparison Summary
GUNR Benchmark Comparison Market Cap Size