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Upturn AI SWOT - About
FlexShares ESG & Climate US Large Cap Core Index Fund (FEUS)
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Upturn Advisory Summary
04/01/2025: FEUS (1-star) is currently NOT-A-BUY. Pass it for now.
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
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit 4.51% | Avg. Invested days 49 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 3836 | Beta 1 | 52 Weeks Range 55.13 - 68.13 | Updated Date 04/2/2025 |
52 Weeks Range 55.13 - 68.13 | Updated Date 04/2/2025 |
Upturn AI SWOT
FlexShares ESG & Climate US Large Cap Core Index Fund
ETF Overview
Overview
The FlexShares ESG & Climate US Large Cap Core Index Fund (FEUS) seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the Northern Trust ESG Vector Score US Large Cap Index. It focuses on U.S. large-cap companies with strong ESG profiles and climate-related performance.
Reputation and Reliability
FlexShares is a well-established ETF provider known for its innovative and targeted investment solutions.
Management Expertise
The management team has considerable experience in developing and managing ETF products, including those with an ESG and climate focus.
Investment Objective
Goal
To provide investment results that generally correspond to the price and yield performance, before fees and expenses, of the Northern Trust ESG Vector Score US Large Cap Index.
Investment Approach and Strategy
Strategy: Tracks the Northern Trust ESG Vector Score US Large Cap Index, which aims to select and weight U.S. large-cap companies based on ESG and climate scores.
Composition Primarily holds stocks of U.S. large-cap companies selected based on ESG and climate-related criteria.
Market Position
Market Share: FEUS's market share is relatively small compared to broad market ETFs and those with a longer history in the ESG space.
Total Net Assets (AUM): 135454465
Competitors
Key Competitors
- IVV
- SPY
- ESGU
- SUSL
Competitive Landscape
The ETF industry is highly competitive, with numerous large-cap ETFs. FEUS competes in the ESG-focused segment, differentiating itself through its specific index and climate considerations. Compared to its competitors, FEUS may have a smaller AUM and thus lower liquidity than more established broad-market ETFs like IVV or SPY. However, it offers a targeted approach for investors seeking ESG and climate-conscious investments.
Financial Performance
Historical Performance: Historical performance data needs to be sourced from reliable financial data providers and will depend on the period reviewed. This cannot be provided without external data retrieval.
Benchmark Comparison: The ETF's performance should be compared against the Northern Trust ESG Vector Score US Large Cap Index to assess tracking efficiency.
Expense Ratio: 0.08
Liquidity
Average Trading Volume
The average trading volume is moderate, suggesting adequate liquidity for typical investors, but larger transactions may experience more price impact.
Bid-Ask Spread
The bid-ask spread is typically small but can widen during periods of market volatility or low trading volume.
Market Dynamics
Market Environment Factors
Economic indicators, investor sentiment towards ESG investing, regulatory changes related to climate, and sector-specific growth prospects influence FEUS.
Growth Trajectory
Growth trends depend on the increasing investor interest in ESG and climate-focused investment strategies, which can lead to greater inflows and AUM growth.
Moat and Competitive Advantages
Competitive Edge
FEUS benefits from its focus on both ESG and climate factors within the large-cap universe, offering a targeted approach for environmentally and socially conscious investors. It provides a low-cost option for accessing a portfolio screened for ESG and climate performance. The underlying index methodology, developed by Northern Trust, gives it a rules-based approach to ESG and climate-aware investing. The fundu2019s relatively low expense ratio also adds to its appeal and competitiveness. Flexshares has a strong reputation for offering innovative and tailored ETFs.
Risk Analysis
Volatility
Volatility depends on the underlying market and sector volatility, similar to other large-cap ETFs.
Market Risk
Specific market risks include fluctuations in the value of the U.S. large-cap stocks held in the portfolio and risks related to ESG and climate-related screening criteria affecting sector allocations.
Investor Profile
Ideal Investor Profile
The ideal investor is one who seeks long-term capital appreciation and has a preference for investing in companies with strong ESG profiles and climate-related performance.
Market Risk
FEUS is suitable for long-term investors and passive index followers who prioritize ESG and climate considerations in their investment strategy.
Summary
FlexShares ESG & Climate US Large Cap Core Index Fund provides exposure to U.S. large-cap companies selected for their strong ESG profiles and climate performance. It tracks the Northern Trust ESG Vector Score US Large Cap Index and offers a low-cost investment solution for investors looking to align their portfolios with ESG and climate-conscious principles. While the fund may have lower liquidity compared to broad market ETFs, its targeted approach provides differentiation in the ESG landscape. It is suitable for long-term investors seeking sustainable investing options.
Similar Companies
- ESGU
- SUSL
- DSI
- CRBN
- KNGS
Sources and Disclaimers
Data Sources:
- FlexShares Website
- Northern Trust Website
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Investors should conduct their own due diligence before making any investment decisions. Market share data is estimated and may vary.
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 US Large Cap Core Index Fund
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The underlying index, administered by the index provider, 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 U.S. large capitalization equity securities, as measured by their float adjusted market capitalization. The fund will invest at least 80% of its total assets in the securities of the index. The fund is non-diversified.
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