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Upturn AI SWOT - About
FlexShares® High Yield Value-Scored Bond Index Fund (HYGV)
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Upturn Advisory Summary
08/04/2025: HYGV (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 16.13% | Avg. Invested days 91 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/04/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.8 | 52 Weeks Range 37.30 - 40.98 | Updated Date 06/30/2025 |
52 Weeks Range 37.30 - 40.98 | Updated Date 06/30/2025 |
Upturn AI SWOT
FlexShares® High Yield Value-Scored Bond Index Fund
ETF Overview
Overview
The FlexShares High Yield Value-Scored Bond Index Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the Northern Trust High Yield Value-Scored US Corporate Bond IndexSM. It focuses on high-yield corporate bonds with a value-oriented scoring methodology.
Reputation and Reliability
Northern Trust is a well-established and reputable asset manager with a long history of providing investment services.
Management Expertise
Northern Trust has experienced portfolio managers and analysts with expertise in fixed-income markets and value investing.
Investment Objective
Goal
To track the performance of the Northern Trust High Yield Value-Scored US Corporate Bond IndexSM.
Investment Approach and Strategy
Strategy: Tracks the Northern Trust High Yield Value-Scored US Corporate Bond IndexSM, which selects high-yield bonds based on value characteristics.
Composition Primarily holds high-yield corporate bonds.
Market Position
Market Share: Data not readily available without real-time market data feeds.
Total Net Assets (AUM): Data not readily available without real-time market data feeds.
Competitors
Key Competitors
- HYG
- JNK
- SPHY
Competitive Landscape
The high-yield bond ETF market is dominated by a few large players. The FlexShares fund competes by using a value-scored methodology. Competitors offer higher liquidity and AUM. However, value scoring provides a potentially different risk/return profile.
Financial Performance
Historical Performance: Historical performance data needs to be retrieved from financial data providers.
Benchmark Comparison: Benchmark comparison requires performance data against the Northern Trust High Yield Value-Scored US Corporate Bond IndexSM.
Expense Ratio: 0.4
Liquidity
Average Trading Volume
Average trading volume data needs to be retrieved from financial data providers to assess liquidity.
Bid-Ask Spread
Bid-ask spread data needs to be retrieved from financial data providers to understand the cost of trading.
Market Dynamics
Market Environment Factors
Performance is influenced by credit spreads, interest rates, and economic growth. Higher rates and widening spreads negatively impact the fund.
Growth Trajectory
Growth depends on investor demand for value-oriented high-yield strategies and the ability to attract assets.
Moat and Competitive Advantages
Competitive Edge
FlexShares High Yield Value-Scored Bond Index Fund's competitive edge is its value-scored approach to selecting high-yield bonds. This methodology focuses on identifying potentially undervalued bonds, aiming for better risk-adjusted returns. Unlike broad high-yield ETFs, it provides a more selective and potentially more disciplined exposure. However, the fund does not have a large market presence when compared to other high-yield ETFs.
Risk Analysis
Volatility
Volatility is inherent in high-yield bonds and influenced by credit market conditions.
Market Risk
Risks include credit risk (default), interest rate risk, and liquidity risk, all typical for high-yield bonds.
Investor Profile
Ideal Investor Profile
Investors seeking higher income and potential capital appreciation through high-yield bonds, with a preference for a value-oriented approach.
Market Risk
Suitable for long-term investors seeking income and willing to accept higher credit risk for potentially higher returns.
Summary
FlexShares High Yield Value-Scored Bond Index Fund offers exposure to high-yield corporate bonds with a value-oriented selection process. The fund seeks to outperform traditional high-yield benchmarks by identifying undervalued securities. However, it has lower AUM compared to major players. It suits income-seeking investors comfortable with credit risk and value strategies. Performance is sensitive to credit market conditions and interest rates.
Peer Comparison
Sources and Disclaimers
Data Sources:
- FlexShares Fund Website
- ETF.com
- Morningstar
Disclaimers:
This analysis is based on available public information and does not constitute financial advice. Market share and AUM data may not be real-time and is subject to change. Investors should consult with a qualified financial advisor before making any investment decisions.
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® High Yield Value-Scored Bond Index Fund
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The underlying index is designed to reflect the performance of a diversified universe of high yield, U.S.-dollar denominated bonds of companies exhibiting favorable fundamental qualities, market valuations and liquidity, as defined by NTI"s proprietary scoring models. The fund generally will invest under normal circumstances at least 80% of its total assets (exclusive of collateral held from securities lending) in the securities of its index.
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.