Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
FlexShares Credit-Scored US Corporate Bond Index Fund (SKOR)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
04/01/2025: SKOR (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
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 9.14% | Avg. Invested days 51 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 71824 | Beta 0.77 | 52 Weeks Range 44.45 - 48.26 | Updated Date 04/2/2025 |
52 Weeks Range 44.45 - 48.26 | Updated Date 04/2/2025 |
Upturn AI SWOT
FlexShares Credit-Scored US Corporate Bond Index Fund
ETF Overview
Overview
The FlexShares Credit-Scored US Corporate Bond Index Fund (SKOR) seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the Northern Trust Credit-Scored US Corporate Bond Index. The fund focuses on investment-grade U.S. corporate bonds and utilizes a credit-scoring methodology.
Reputation and Reliability
FlexShares is a suite of ETFs from Northern Trust, a well-established and reputable financial institution known for its asset management expertise.
Management Expertise
Northern Trust has a team of experienced investment professionals managing their ETF offerings.
Investment Objective
Goal
To provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the Northern Trust Credit-Scored US Corporate Bond Index.
Investment Approach and Strategy
Strategy: The fund tracks the Northern Trust Credit-Scored US Corporate Bond Index.
Composition The ETF holds investment-grade U.S. corporate bonds. It's primarily composed of debt securities.
Market Position
Market Share: SKOR's market share in the corporate bond ETF sector is moderate, reflecting its specific credit-scoring methodology.
Total Net Assets (AUM): 1225000000
Competitors
Key Competitors
- LQD
- VCIT
- IEF
Competitive Landscape
The corporate bond ETF market is highly competitive. SKOR differentiates itself through its credit-scoring methodology, which aims to select bonds with strong credit fundamentals. While LQD offers broader market exposure, SKOR's targeted approach may appeal to investors seeking enhanced credit quality. IEF invests only in government bonds and does not present as direct of a comparison.
Financial Performance
Historical Performance: Historical performance data can be obtained from financial websites. Performance varies depending on market conditions.
Benchmark Comparison: The ETF's performance should be compared to the Northern Trust Credit-Scored US Corporate Bond Index to assess tracking efficiency.
Expense Ratio: 0.22
Liquidity
Average Trading Volume
The ETF's average trading volume is moderate, which should provide sufficient liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is generally tight, indicating relatively low trading costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rate movements, and credit spreads influence SKOR's performance.
Growth Trajectory
SKOR's growth depends on investor demand for credit-focused corporate bond ETFs and overall market conditions.
Moat and Competitive Advantages
Competitive Edge
SKOR's competitive edge lies in its proprietary credit-scoring methodology, which aims to identify high-quality corporate bonds. This approach provides investors with a targeted exposure to the investment-grade corporate bond market. The methodology may offer downside protection and enhanced risk-adjusted returns compared to broader market ETFs. FlexShares' brand recognition from Northern Trust also adds to its credibility.
Risk Analysis
Volatility
SKOR's volatility is generally lower compared to equity ETFs but can fluctuate depending on credit market conditions.
Market Risk
The ETF is exposed to interest rate risk, credit risk, and liquidity risk, all inherent in the corporate bond market.
Investor Profile
Ideal Investor Profile
The ideal investor is seeking income from investment-grade corporate bonds with a focus on credit quality. Investors looking for moderate risk and a relatively stable investment option may find this ETF suitable.
Market Risk
SKOR is suitable for long-term investors and passive index followers seeking exposure to corporate bonds.
Summary
FlexShares Credit-Scored US Corporate Bond Index Fund (SKOR) offers exposure to the U.S. corporate bond market with a focus on credit quality through a proprietary credit-scoring methodology. It's managed by Northern Trust, a reputable financial institution. It is suitable for investors seeking income and relative stability with investment-grade corporate bonds. While its expense ratio is competitive, it is important to compare its performance against its benchmark and consider other similar ETF options.
Similar Companies
IGIB
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
iShares 5-10 Year Investment Grade Corporate Bond ETF
SCHH
Schwab U.S. REIT ETF
SCHH
Schwab U.S. REIT ETF
VCSH
Vanguard Short-Term Corporate Bond Index Fund ETF Shares
VCSH
Vanguard Short-Term Corporate Bond Index Fund ETF Shares
Sources and Disclaimers
Data Sources:
- FlexShares Website
- ETF.com
- Morningstar
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be made based on individual circumstances and after consulting with a financial advisor.
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 Credit-Scored US Corporate Bond Index Fund
Exchange NASDAQ | 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 diversified universe of intermediate maturity, U.S.-dollar denominated bonds of companies with investment grade credit quality, favorable valuations, and enhanced short-term and long-term solvency. The fund generally will invest at least 80% of its total assets in the securities of its index.
Upturn is now on iOS and Android!
Experience Upturn on your mobile. Install it now!
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.