Key stats
About FlexShares Global Upstream Natural Resources Index Fund ETF
Home page
Inception date
Sep 16, 2011
Structure
Open-Ended Fund
Dividend treatment
Distributes
Distribution tax treatment
Qualified dividends
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
Northern Trust Investments, Inc.(Investment Management)
Distributor
Foreside Fund Services LLC
GUNR approaches the global natural resources industry with a few twists. The fund provides exposure in traditional natural resources industries, particularly in energy, agriculture, precious or industrial metals, timber and water. Notably, GUNR extends its coverage to include 'upstream' businesses like containers and packaging, commercial services, and paper and forest products. To curate the portfolio, the funds underlying index selects 120 stocks using a proprietary methodology. It then caps weightings at the regional and sector level, minimizing the impact of firms of more popular names in the portfolio. Overall, GUNR has a broad and diverse take on a market that lends itself to concentration. The index is reconstituted semi-annually and rebalanced quarterly.
Classification
What's in the fund
Exposure type
Non-Energy Minerals
Energy Minerals
Process Industries
Stock breakdown by region
Top 10 holdings
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Displays a symbol's price movements over previous years to identify recurring trends.