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Upturn AI SWOT - About
FlexShares ESG & Climate Developed Markets ex-US Core Index Fund (FEDM)
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Upturn Advisory Summary
04/01/2025: FEDM (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 3.57% | Avg. Invested days 44 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 2969 | Beta 1.02 | 52 Weeks Range 46.34 - 53.21 | Updated Date 04/2/2025 |
52 Weeks Range 46.34 - 53.21 | Updated Date 04/2/2025 |
Upturn AI SWOT
FlexShares ESG & Climate Developed Markets ex-US Core Index Fund
ETF Overview
Overview
The FlexShares ESG & Climate Developed Markets ex-US Core Index Fund (EFGX) seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the Northern Trust ESG & Climate Developed Markets ex-U.S. Core Index. It focuses on ESG and climate-aware investing in developed markets outside the US, targeting a diversified portfolio.
Reputation and Reliability
FlexShares is known for offering a range of thematic and strategic beta ETFs. They are generally considered a reputable and reliable issuer.
Management Expertise
Northern Trust Asset Management serves as investment advisor. They have extensive experience in managing indexed investment strategies and ESG-focused funds.
Investment Objective
Goal
To track the performance, before fees and expenses, of the Northern Trust ESG & Climate Developed Markets ex-U.S. Core Index.
Investment Approach and Strategy
Strategy: The fund employs a passive management strategy designed to track the performance of its underlying index. The index incorporates ESG considerations by excluding companies with poor environmental, social, and governance practices.
Composition The ETF holds a diversified portfolio of stocks from developed markets excluding the United States. These stocks are selected and weighted based on their alignment with the ESG and climate goals of the underlying index.
Market Position
Market Share: EFGX holds a moderate market share within the ESG-focused developed markets ex-US ETF segment.
Total Net Assets (AUM): 38340000
Competitors
Key Competitors
- VEA
- IDEV
- VXUS
Competitive Landscape
The competitive landscape features large, broad-market ETFs like VEA and VXUS, which offer exposure to similar markets but without the specific ESG and climate focus. EFGX differentiates itself with its ESG tilt but faces challenges in competing with the size and liquidity of broader market ETFs. EFGX faces competition from other ESG-focused funds, and the advantages depend on the specific index tracked and the expense ratio.
Financial Performance
Historical Performance: Historical performance data is not provided in this prompt. To analyze, look at YTD, 1yr, 3yr, 5yr, and 10yr returns.
Benchmark Comparison: Benchmark comparison data is not provided in this prompt. Compare EFGXu2019s performance to the Northern Trust ESG & Climate Developed Markets ex-U.S. Core Index.
Expense Ratio: 0.09
Liquidity
Average Trading Volume
The average trading volume of EFGX provides adequate liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting good liquidity for EFGX.
Market Dynamics
Market Environment Factors
Economic growth in developed markets ex-US, investor sentiment towards ESG investing, and regulatory developments related to climate change and ESG reporting influence EFGX.
Growth Trajectory
EFGX's growth is tied to the increasing popularity of ESG investing and the performance of developed markets ex-US. Further growth could come from increased institutional adoption of ESG strategies.
Moat and Competitive Advantages
Competitive Edge
EFGX's competitive edge lies in its combination of ESG and climate awareness within a developed markets ex-US framework. This attracts investors seeking both geographic diversification and responsible investing. Northern Trust's indexing expertise provides a strong foundation for index tracking. The fund is also attractive to investors who seek to align their investments with their values.
Risk Analysis
Volatility
Historical volatility data is needed to fully assess the risk. Emerging markets can experience higher volatility than developed markets.
Market Risk
Market risk is inherent in the fund's exposure to developed markets ex-US. Economic downturns or political instability in these regions can negatively impact performance.
Investor Profile
Ideal Investor Profile
The ideal investor is seeking ESG and climate-aware exposure to developed markets outside the United States and is comfortable with the risks associated with international investing. Investors looking for long-term capital appreciation and diversification should consider EFGX.
Market Risk
EFGX is best for long-term investors seeking diversified exposure to developed markets ex-US with an ESG focus and lower carbon intensity.
Summary
FlexShares ESG & Climate Developed Markets ex-US Core Index Fund (EFGX) provides exposure to developed markets outside the US while integrating ESG and climate considerations into its investment strategy. It tracks the Northern Trust ESG & Climate Developed Markets ex-U.S. Core Index and aims for long-term capital appreciation. The fund offers a relatively low expense ratio, making it an attractive option for ESG-conscious investors seeking international diversification. However, potential investors should consider the fund's liquidity, market risk, and benchmark comparison.
Similar Companies
ESGD
iShares ESG Aware MSCI EAFE ETF
ESGD
iShares ESG Aware MSCI EAFE ETF
IDEV
iShares Core MSCI International Developed Market
IDEV
iShares Core MSCI International Developed Market
VEA
Vanguard FTSE Developed Markets Index Fund ETF Shares
VEA
Vanguard FTSE Developed Markets Index Fund ETF Shares
VXUS
Vanguard Total International Stock Index Fund ETF Shares
VXUS
Vanguard Total International Stock Index Fund ETF Shares
Sources and Disclaimers
Data Sources:
- FlexShares Website
- ETF.com
- Morningstar
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Investors should conduct their own research and consult with a qualified financial advisor before making any investment decisions. Market share information is estimated and may vary. Performance data is not guaranteed and past performance is not indicative of future results.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About FlexShares ESG & Climate Developed Markets ex-US Core Index Fund
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The underlying index is designed to reflect the performance of a selection of companies that exhibit certain ESG characteristics in the aggregate, while also seeking to provide broad-market, core exposure to publicly traded equity securities issued by companies domiciled in developed market countries, excluding the U.S. The fund will invest at least 80% of its total assets in the securities of the index and in ADRs and GDRs based on the securities in the index. The fund is non-diversified.
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