FlexShares STOXX US ESG Select ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
FlexShares STOXX US ESG Select Index Fund ESG
Morningstar’s Analysis ESG
Will ESG outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the ESG 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 ESG’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 40.1
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Apple Inc | 5.15 | 7M | Technology |
Broadcom Inc | 5.01 | 6M | Technology |
NVIDIA Corp | 4.96 | 6M | Technology |
Microsoft Corp | 4.46 | 6M | Technology |
Micron Technology Inc | 4.38 | 6M | Technology |
JPMorgan Chase & Co | 3.63 | 5M | Financial Services |
Eli Lilly and Co | 3.50 | 4M | Healthcare |
Amazon.com Inc | 3.40 | 4M | Consumer Cyclical |
Berkshire Hathaway Inc Class B | 2.90 | 4M | Financial Services |
Exxon Mobil Corp | 2.74 | 4M | Energy |
United States