Skip to Content
Morningstar

FlexShares ESG & Clmt US Lrg Cap Cr Idx FEUS

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

Morningstar’s Analysis FEUS

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

  • People Pillar

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

FlexShares ESG& Clmt US Lrg Cap Cr Idx’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 cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings FEUS

More FEUS Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 38.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

7.74 4.8 Mil
Technology

Microsoft Corp

6.80 4.2 Mil
Technology

NVIDIA Corp

6.57 4.1 Mil
Technology

Amazon.com Inc

3.67 2.3 Mil
Consumer Cyclical

Meta Platforms Inc Class A

2.77 1.7 Mil
Communication Services

Alphabet Inc Class A

2.75 1.7 Mil
Communication Services

Alphabet Inc Class C

2.52 1.6 Mil
Communication Services

Tesla Inc

2.22 1.4 Mil
Consumer Cyclical

Johnson & Johnson

1.62 1.0 Mil
Healthcare

Visa Inc Class A

1.50 936,301
Financial Services