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Morningstar

FlexShares ESG&Clmt Invm Grd Corp Cr Idx FEIG

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

Morningstar’s Analysis FEIG

Will FEIG 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 FEIG’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the FEIG 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 FEIG’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Manager Research

Morningstar Manager Research

Summary

FlexShares ESG&Clmt Invm Grd Corp Cr Idx’s management team is just average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze. 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 FEIG

More FEIG Holdings
  • Current Portfolio Date May 25, 2023
  • Equity Holdings 0
  • Bond Holdings 483
  • Other Holdings 1
  • % Assets in Top 10 Holdings 9.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cash

2.00
716,744
Cash and Equivalents

Kinder Morgan, Inc. 4.3%

1.30
464,529
Corporate

International Business Machines Corporation 4%

1.28
456,533
Corporate

Apple Inc. 0.55%

1.08
384,580
Corporate

Hess Corporation 3.5%

1.02
365,880
Corporate

Comcast Corporation 2.887%

0.88
315,048
Corporate

Goldman Sachs Group, Inc. 4.482%

0.88
313,036
Corporate

Bank of America Corporation 3.384%

0.80
287,293
Corporate

Charter Communications Operating, LLC/Charter Communications Operating Capi

0.68
242,913
Corporate

Johnson & Johnson 3.625%

0.67
240,605
Corporate