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Upturn AI SWOT - About
FlexShares Credit-Scored US Corporate Bond Index Fund (SKOR)
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Upturn Advisory Summary
08/14/2025: SKOR (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 9.12% | Avg. Invested days 60 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.76 | 52 Weeks Range 45.17 - 48.73 | Updated Date 06/30/2025 |
52 Weeks Range 45.17 - 48.73 | Updated Date 06/30/2025 |
Upturn AI SWOT
FlexShares Credit-Scored US Corporate Bond Index Fund
ETF Overview
Overview
The FlexShares Credit-Scored US Corporate Bond Index Fund (SKOR) seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the Northern Trust Credit-Scored US Corporate Bond Index. It focuses on US dollar-denominated investment-grade corporate bonds, weighted based on credit scores.
Reputation and Reliability
Northern Trust is a well-established financial institution with a strong reputation for asset management and providing reliable investment solutions.
Management Expertise
Northern Trust has a team of experienced professionals managing its ETF offerings, providing expertise in fixed-income investing and index tracking.
Investment Objective
Goal
To track the performance of the Northern Trust Credit-Scored US Corporate Bond Index.
Investment Approach and Strategy
Strategy: The fund tracks a specific index, the Northern Trust Credit-Scored US Corporate Bond Index, which selects and weights corporate bonds based on credit scores.
Composition The ETF holds a portfolio of US dollar-denominated investment-grade corporate bonds.
Market Position
Market Share: SKOR's market share within the investment-grade corporate bond ETF category is moderate.
Total Net Assets (AUM): 331000000
Competitors
Key Competitors
- iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD)
- Vanguard Total Corporate Bond ETF (VTC)
- SPDR Portfolio Aggregate Bond ETF (SPAB)
Competitive Landscape
The investment-grade corporate bond ETF market is highly competitive, dominated by larger, more established funds. SKOR differentiates itself through its credit-scoring methodology. SKOR's credit-scored approach may appeal to investors seeking a more sophisticated risk management strategy, but it faces the challenge of competing with lower-cost and more liquid ETFs.
Financial Performance
Historical Performance: Historical performance can be obtained from financial data providers and varies depending on the time frame analyzed.
Benchmark Comparison: The ETF's performance is compared to the Northern Trust Credit-Scored US Corporate Bond Index to assess tracking accuracy.
Expense Ratio: 0.22
Liquidity
Average Trading Volume
The average trading volume for SKOR is moderate, reflecting its smaller size compared to larger competitors.
Bid-Ask Spread
The bid-ask spread for SKOR can vary depending on market conditions, but is generally competitive for its asset class.
Market Dynamics
Market Environment Factors
Economic growth, interest rate movements, and credit spreads significantly impact SKOR's performance. Increased interest rates will hurt performance, while a stronger economy benefits.
Growth Trajectory
SKOR's growth is dependent on investor demand for credit-scored corporate bond strategies. There are no major change in strategy in holdings.
Moat and Competitive Advantages
Competitive Edge
SKOR's competitive advantage lies in its unique credit-scoring methodology, which aims to provide a more refined approach to credit risk management compared to traditional index-tracking funds. This credit-scoring process potentially reduces the risk of holding bonds that are at risk of downgrade or default. This niche market focus may attract investors who prioritize credit quality and risk mitigation. However, this unique scoring system can also result in a slightly different composition and performance compared to broad-market corporate bond ETFs.
Risk Analysis
Volatility
SKOR's volatility is generally similar to other investment-grade corporate bond ETFs.
Market Risk
SKOR is subject to interest rate risk and credit risk associated with corporate bonds. The value of the fund will decrease if interest rates rise or if issuers of the bonds default.
Investor Profile
Ideal Investor Profile
The ideal investor is a risk-averse investor seeking exposure to investment-grade corporate bonds with a focus on credit quality and risk management.
Market Risk
SKOR is best suited for long-term investors seeking stable income and capital preservation.
Summary
FlexShares Credit-Scored US Corporate Bond Index Fund (SKOR) offers exposure to investment-grade corporate bonds using a unique credit-scoring methodology. It aims to provide a more refined approach to risk management within the corporate bond space. While it faces competition from larger, more liquid ETFs, SKOR's focus on credit quality may appeal to certain investors. Its performance is influenced by interest rates and credit spreads, and it's suited for long-term investors seeking stable income.
Peer Comparison
Sources and Disclaimers
Data Sources:
- FlexShares Website
- ETF.com
- Morningstar
- Northern Trust Asset Management
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Past performance is not indicative of future results. 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 Credit-Scored US Corporate Bond Index Fund
Exchange NASDAQ | 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 intermediate maturity, U.S.-dollar denominated bonds of companies with investment grade credit quality, favorable valuations, and enhanced short-term and long-term solvency. The fund generally will invest at least 80% of its total assets 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.