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Upturn AI SWOT - About
FlexShares ESG & Climate US Large Cap Core Index Fund (FEUS)
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Upturn Advisory Summary
08/29/2025: FEUS (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 37.4% | Avg. Invested days 75 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 08/29/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.01 | 52 Weeks Range 54.68 - 67.90 | Updated Date 06/29/2025 |
52 Weeks Range 54.68 - 67.90 | Updated Date 06/29/2025 |
Upturn AI SWOT
FlexShares ESG & Climate US Large Cap Core Index Fund
ETF Overview
Overview
The FlexShares ESG & Climate US Large Cap Core Index Fund (FEUS) aims to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the Northern Trust ESG Vector Score US Large Cap Index. It focuses on US large-cap companies while incorporating environmental, social, and governance (ESG) considerations and climate risk management into its investment strategy.
Reputation and Reliability
FlexShares is a suite of ETFs from Northern Trust Asset Management, a well-established and reputable financial institution with a long history of asset management.
Management Expertise
Northern Trust has extensive experience in managing index-based and ESG-focused investment strategies, providing expertise in constructing and managing ETFs aligned with specific investment objectives.
Investment Objective
Goal
The fund seeks to track the investment results of the Northern Trust ESG Vector Score US Large Cap Index, which is designed to reflect the performance of US large-cap companies with enhanced ESG characteristics.
Investment Approach and Strategy
Strategy: The fund employs a passive management strategy, attempting to replicate the composition and performance of the underlying index.
Composition The ETF primarily holds stocks of large-cap US companies that meet the index's ESG criteria. The portfolio is diversified across various sectors of the US economy.
Market Position
Market Share: The fund's market share is growing within the ESG large-cap ETF space.
Total Net Assets (AUM): 271000000
Competitors
Key Competitors
- ESGU
- SUSL
- VUSA
- SPYX
Competitive Landscape
The ESG large-cap ETF market is competitive, with several funds offering similar investment strategies. FEUS distinguishes itself through its specific index and screening criteria. A potential advantage is its relatively lower expense ratio than some competitors. A disadvantage might be lower AUM and trading volume compared to larger, more established ESG ETFs.
Financial Performance
Historical Performance: Historical performance data needs to be sourced from financial data providers. The ETFu2019s performance needs to be reviewed over different time periods to understand its track record.
Benchmark Comparison: The ETFu2019s performance can be compared to the Northern Trust ESG Vector Score US Large Cap Index to gauge its effectiveness.
Expense Ratio: 0.08
Liquidity
Average Trading Volume
The average trading volume should be analyzed to gauge the liquidity of the ETF.
Bid-Ask Spread
The bid-ask spread should be analyzed to understand the cost of trading the ETF.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, and current market conditions affect FEUS, influencing the performance of the underlying large-cap companies and investor sentiment towards ESG investments.
Growth Trajectory
Growth trends and patterns of FEUS include changes to strategy and holdings based on the methodology and holdings of the Northern Trust ESG Vector Score US Large Cap Index.
Moat and Competitive Advantages
Competitive Edge
FEUS offers investors a cost-effective way to access a diversified portfolio of US large-cap companies with enhanced ESG characteristics. Its focus on climate risk management and ESG scoring provides a unique investment approach. The fund benefits from Northern Trust's expertise in index-based and ESG investing. The combination of ESG integration and climate awareness may attract investors seeking responsible investments.
Risk Analysis
Volatility
Historical volatility of FEUS needs to be assessed to get a sense of its market fluctuations.
Market Risk
Specific risks associated with FEUS's underlying assets include market risk, sector concentration risk, and the risk associated with ESG screening criteria, which may lead to underperformance relative to broader market indices.
Investor Profile
Ideal Investor Profile
The ideal investor for FEUS is someone who seeks exposure to US large-cap companies with a focus on ESG and climate risk management.
Market Risk
FEUS is suitable for long-term investors who prioritize ESG factors and are looking for a core equity holding.
Summary
FlexShares ESG & Climate US Large Cap Core Index Fund (FEUS) offers a low-cost way to invest in US large-cap companies screened for ESG factors. Tracking the Northern Trust ESG Vector Score US Large Cap Index, it provides diversification while incorporating climate risk management. It suits long-term investors seeking responsible investments and core equity exposure. However, investors should consider the potential for tracking error and the specific ESG criteria used by the index.
Peer Comparison
Sources and Disclaimers
Data Sources:
- FlexShares Website
- Northern Trust Asset Management
- ETF.com
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Market share and performance data are estimates and may vary.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About FlexShares ESG & Climate US Large Cap Core Index Fund
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The underlying index, administered by the index provider, is designed to reflect the performance of a selection of companies that exhibit certain ESG characteristics in the aggregate, while also seeking to provide broad-market, core exposure to publicly traded U.S. large capitalization equity securities, as measured by their float adjusted market capitalization. The fund will invest at least 80% of its total assets in the securities of the index. The fund is non-diversified.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.