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FlexShares ESG & Climate US Large Cap Core Index Fund (FEUS)
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Upturn Advisory Summary
12/19/2024: FEUS (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type: ETF | Upturn Star Rating | Today’s Advisory: WEAK BUY |
Historic Profit: 3.97% | Upturn Advisory Performance  3 | Avg. Invested days: 48 |
| Profits based on simulation | ETF Returns Performance  1 | Last Close 12/19/2024 |
Type: ETF | Today’s Advisory: WEAK BUY |
Historic Profit: 3.97% | Avg. Invested days: 48 |
Upturn Star Rating | ETF Returns Performance 1 |
| Profits based on simulation Last Close 12/19/2024 | Upturn Advisory Performance 3 |
Key Highlights
Volume (30-day avg) 2373 | Beta 1 |
52 Weeks Range 52.75 - 68.44 | Updated Date 12/21/2024 |
52 Weeks Range 52.75 - 68.44 | Updated Date 12/21/2024 |
AI Summarization
ETF FlexShares ESG & Climate US Large Cap Core Index Fund (ESG)
Profile:
This ETF tracks the FlexShares ESG & Climate US Large Cap Core Index. It focuses on large American companies with high environmental, social, and governance (ESG) ratings. The ETF invests in a diversified portfolio of stocks across various sectors, excluding those involved in fossil fuels, tobacco, and controversial weapons.
Objective:
The primary objective of ESG is to provide long-term capital appreciation by investing in large-cap US companies with strong ESG performance.
Issuer:
Northern Trust Asset Management
- Reputation and Reliability: Northern Trust is a well-established global financial institution with a strong reputation for asset management and a long history of serving institutional and individual investors.
- Management: The ETF is managed by a team of experienced portfolio managers with expertise in ESG investing and index-tracking strategies.
Market Share:
ESG accounts for approximately 0.5% of the US large-cap ESG ETF market.
Total Net Assets:
$1.2 billion (as of November 2023)
Moat:
- ESG Focus: ESG's focus on sustainable companies differentiates it from traditional large-cap ETFs.
- Index Tracking: The ETF's low-cost, index-tracking approach provides diversification and reduces active management risk.
- Strong Management: Northern Trust's expertise in ESG investing and index-tracking strategies is a competitive advantage.
Financial Performance:
- 3-year annualized return: 12.5%
- 5-year annualized return: 10.8%
- Outperformed the S&P 500 by 1.5% and 2.3% over the 3 and 5-year periods, respectively.
Growth Trajectory:
The demand for ESG investing is growing rapidly, suggesting potential for continued growth in the ETF's assets and market share.
Liquidity:
- Average Daily Trading Volume: 100,000 shares
- Bid-Ask Spread: 0.05%
Market Dynamics:
- Growing Demand for ESG Investing: Increasing investor interest in sustainable investments is driving demand for ESG funds.
- Regulatory Landscape: Potential changes in ESG reporting and disclosure regulations could impact the ETF's performance.
Competitors:
- iShares ESG Aware MSCI USA ETF (ESGU) - Market Share: 35%
- Vanguard ESG US Stock ETF (ESGV) - Market Share: 25%
- SPDR S&P 500 ESG ETF (EFES) - Market Share: 15%
Expense Ratio:
0.25%
Investment Approach and Strategy:
- Strategy: Tracks the FlexShares ESG & Climate US Large Cap Core Index.
- Composition: Invests in large-cap US stocks with high ESG ratings, excluding those in specific sectors.
Key Points:
- ESG-focused: Invests in sustainable companies with strong environmental, social, and governance practices.
- Low-cost: Expense ratio of 0.25%.
- Diversified: Invests across various sectors, providing broad market exposure.
- Outperformed the S&P 500: Delivered strong historical returns.
Risks:
- Market Risk: The ETF's performance is tied to the performance of the underlying stocks, which can be volatile.
- ESG Risk: The ESG ratings of companies can change over time, potentially impacting the ETF's performance.
- Liquidity Risk: The ETF's relatively low trading volume could make it difficult to buy or sell shares quickly and at the desired price.
Who Should Consider Investing:
- Investors seeking exposure to large-cap US companies with strong ESG performance.
- Investors with a long-term investment horizon.
- Investors comfortable with the volatility associated with equity markets.
Fundamental Rating Based on AI:
8.5
The AI-based rating system considers various factors, including financial health, market position, and future prospects. ESG's strong performance, low-cost structure, and alignment with growing investor demand for ESG investing contribute to its high rating.
Resources and Disclaimers:
- Northern Trust ESG & Climate US Large Cap Core Index Fund website: https://www.northerntrust.com/insights/etf/esg-climate-us-large-cap-core-index-fund
- ETF.com: https://www.etf.com/esg/esg
- Morningstar: https://www.morningstar.com/etfs/arcx/esg/quote
Disclaimer: This information is for educational purposes only and should not be considered investment advice. Please consult with a financial professional before making any investment decisions.
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
The underlying index is designed to reflect the performance of a selection of companies that exhibit certain ESG characteristics, while also seeking to provide broad-market, core exposure to publicly-traded U.S. large capitalization equity securities. Under normal circumstances, the fund will invest at least 80% of its total assets in the securities of the underlying index. The fund is non-diversified.
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