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Morningstar

FlexShares ESG&Clmt Dev Mkts ex-US Cr FEDM

Morningstar Medalist Rating
Medalist Rating as of | See Flexshares Investment Hub

Morningstar’s Analysis FEDM

Will FEDM outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FEDM’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FEDM management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of FEDM’s parent organization’s priorities and whether they’re in line with investors’ interests.

FlexShares ESG&C lmt Dev Mkts ex-US Cr’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FEDM

More FEDM Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 17.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Novo Nordisk A/S Class B

2.97 1.4 Mil
Healthcare

ASML Holding NV

2.22 1.1 Mil
Technology

SAP SE

1.88 908,213
Technology

Shell PLC

1.77 857,340
Energy

Nestle SA

1.68 814,490
Consumer Defensive

Schneider Electric SE

1.50 722,785
Industrials

AstraZeneca PLC

1.44 697,257
Healthcare

Commonwealth Bank of Australia

1.41 682,532
Financial Services

Allianz SE

1.39 672,747
Financial Services

L'Oreal SA

1.36 658,786
Consumer Defensive