Key stats
About FlexShares STOXX US ESG Select Index Fund
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Inception date
Jul 13, 2016
Structure
Open-Ended Fund
Dividend treatment
Distributes
Distribution tax treatment
Qualified dividends
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
Northern Trust Investments, Inc.(Investment Management)
Distributor
Foreside Fund Services LLC
ESG follows an index designed to provide exposure to US-listed companies that exhibit several specific environmental, social, and corporate governance attributes. These factors include low emissions, percentage of independent board members, percentage of women board members, policies against child labor, and non-use of golden parachute agreements. Disqualifying characteristics include non-adherence to UN Global compact principles, involvement in controversial weapons, or coal mining. All qualifying constituents are weighted based on an aggregated ESG score derived from the factors mentioned above. Constituents are reconstituted quarterly, subject to a 5% cap. Prior to June 1, 2021, the fund was named FlexShares STOXX US ESG Impact Index Fund and tracked the STOXX USA ESG Impact Index.
Classification
Returns
1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
---|---|---|---|---|---|---|
Price performance | — | — | — | — | — | — |
NAV total return | — | — | — | — | — | — |
What's in the fund
Exposure type
Finance
Technology Services
Electronic Technology
Retail Trade
Stocks100.00%
Finance19.43%
Technology Services17.02%
Electronic Technology13.64%
Retail Trade12.42%
Health Technology8.95%
Consumer Non-Durables7.53%
Consumer Services4.03%
Energy Minerals3.93%
Consumer Durables2.71%
Producer Manufacturing2.44%
Utilities1.43%
Transportation1.32%
Process Industries1.07%
Distribution Services1.03%
Commercial Services0.72%
Communications0.66%
Health Services0.59%
Non-Energy Minerals0.56%
Industrial Services0.52%
Bonds, Cash & Other0.00%
Stock breakdown by region
North America97.00%
Europe2.93%
Middle East0.05%
Asia0.02%
Latin America0.00%
Africa0.00%
Oceania0.00%
Top 10 holdings
Dividends
Dividend payout history