TILTFlexShares Morningstar US Market Factor Tilt Index Fund
TILT Fund Description
TILT tracks a broad US index with a tilt toward small-cap and value segments.
TILT Factset Analytics Insight
TILT offers an alternative take on the US equity market, holding a broad portfolio of companies of all sizes with an increased exposure to small-cap securities having lower valuation. The selection universe comprises of US-listed stocks that meet the liquidity screens, as defined by the index methodology. All eligible securities will then be designated as core, growth or value based on factors such as price-to-book and price-to-earnings ratios. The fund uses the size and value factors to determine a security’s “factor tilt” to adjust constituent weights. The fund utilizes its factor tilt strategy by overweighting its small-cap value constituents as compared to the large-cap growth stocks. Index reconstitutes semi-annually and rebalances quarterly.
TILT MSCI ESG Analytics Insight
FlexShares Morningstar US Market Factor Tilt Index Fund has an MSCI ESG Fund Rating of BBB based on a score of 5.50 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 US Market Factor Tilt Index Fund ranks in the 34th percentile within its peer group and in the 23th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
TILT 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.
TILT Summary Data
TILT Portfolio Data
TILT Index Data
TILT Portfolio Management
TILT Tax Exposures
TILT Fund Structure
TILT Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of TILT. TILT is rated a 5 out of 5.
TILT Sector/Industry Breakdown
TILT Economic Development
TILT Performance Statistics
TILT MSCI ESG Ratings
TILT Benchmark Comparison Summary
TILT Benchmark Comparison Market Cap Size