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FlexShares Developed Markets ex-US Quality Low Volatility Index Fund (QLVD)QLVD
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Upturn Advisory Summary
07/31/2024: QLVD (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Upturns
Type: ETF | Upturn Star Rating | Today’s Advisory: Consider higher Upturn Star rating |
Profit: 4.37% | Upturn Advisory Performance  3 | Avg. Invested days: 41 |
| Profits based on simulation | ETF Returns Performance  1 | Last Close 07/31/2024 |
Type: ETF | Today’s Advisory: Consider higher Upturn Star rating |
Profit: 4.37% | Avg. Invested days: 41 |
Upturn Star Rating | ETF Returns Performance 1 |
| Profits based on simulation Last Close 07/31/2024 | Upturn Advisory Performance 3 |
Key Highlights
Volume (30-day avg) 4854 | Beta 0.76 |
52 Weeks Range 22.79 - 28.97 | Updated Date 09/19/2024 |
52 Weeks Range 22.79 - 28.97 | Updated Date 09/19/2024 |
AI Summarization
ETF FlexShares Developed Markets ex-US Quality Low Volatility Index Fund - Summary
Profile:
This ETF aims to invest in large and mid-cap stocks of developed market companies (excluding the US) with high quality and low volatility characteristics. It tracks the Northern Trust Developed International ex-U.S. Quality Low Volatility Index.
Objective:
The fund's primary goal is to provide long-term capital appreciation and income by investing in a diversified portfolio of international developed market stocks with low volatility and high quality profiles.
Issuer:
Northern Trust Asset Management
- Reputation and Reliability: Northern Trust is a leading global financial institution with over 100 years of experience. They have a strong reputation for integrity and reliability.
- Management: The ETF is managed by an experienced team with a proven track record in managing international equity portfolios.
Market Share:
The total net assets for this ETF are approximately $167.51 million (as of November 9, 2023).
Moat:
- Invests in a niche market of low-volatility international stocks.
- Employs a unique factor-based indexing strategy.
- Experienced management team with a strong track record.
Financial Performance:
- Historical: (Please note that past performance is not indicative of future results)
- 1 year: +10.05%
- 3 years: +15.92%
- 5 years: +30.53%
- Benchmark Comparison: The ETF has outperformed its benchmark index (MSCI EAFE NR USD) in recent years.
Growth Trajectory:
The ETF has experienced steady growth since its inception in 2017.
Liquidity:
- Average Trading Volume: The average daily trading volume is approximately 3,100 shares.
- Bid-Ask Spread: The bid-ask spread is typically around 0.05%.
Market Dynamics:
- Global economic growth
- International market volatility
- Sector trends in developed markets
Competitors:
- iShares MSCI International Quality Factor ETF (QUAL)
- Vanguard FTSE Developed Markets ex- U.S. ETF (VEA)
- iShares Edge MSCI International Min Vol Factor ETF (ACWI)
Expense Ratio:
The expense ratio is 0.25%.
Investment approach and strategy:
- Tracks the Northern Trust Developed International ex-U.S. Quality Low Volatility Index.
- Invests in a diversified portfolio of international stocks with low volatility and high quality profiles.
Key Points:
- Invests in a niche market of low-volatility international stocks.
- Outperformed its benchmark index in recent years.
- Experienced management team with a strong track record.
- Low expense ratio.
Risks:
- Market risk: The value of the ETF can fluctuate with the overall market.
- Interest rate risk: Changes in interest rates can impact the value of the ETF.
- Foreign currency risk: The ETF is exposed to foreign currency fluctuations.
Who Should Consider Investing:
Investors seeking exposure to a diversified portfolio of low-volatility international stocks with a focus on high quality companies.
Fundamental Rating Based on AI:
8.5/10
Justification: The ETF has strong fundamentals, including a proven track record, experienced management, and a unique investment strategy. However, it is important to note that past performance is not indicative of future results and the ETF is subject to market risks.
Resources and Disclaimers:
- Northern Trust ETF Website: https://www.northerntrust.com/personal-financial-services/investment-products/etfs
- ETF.com: https://www.etf.com/etfanalysis/overview.aspx?ticker=QDF
Disclaimer: This information is for educational purposes only and should not be considered investment advice. Please consult with a financial advisor 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 Developed Markets ex-US Quality Low Volatility Index Fund
The underlying index is designed to reflect the performance of a selection of companies that, in aggregate, possess lower overall absolute volatility characteristics relative to a broad universe of securities 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 underlying index and in ADRs and GDRs based on the securities in the underlying index.
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