Key stats
About FlexShares Trust FlexShares US Quality Large Cap Index Fund
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Inception date
Sep 24, 2015
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
QLC focuses on stocks that have certain quality, value, and momentum characteristics. Northern Trusts index defines quality firms as those exhibiting financial strength and stability relative to the broader universe of eligible securities. The funds selection universe consists of the largest 600 stocks in the Northern Trust 1250 Index. Selected constituents are weighted by a mix of value, momentum and quality measurements. Quality metrics consist of management expertise (e.g. corporate finance activities), profitability (e.g. assess the reliability and the sustainability of financial performance), and cash flow (e.g. cash flow generation). Additionally, QLC applies sector, style and security level constraints in order to manage its risk profile. The Index is reconstituted quarterly starting each February.
Classification
What's in the fund
Exposure type
Technology Services
Electronic Technology
Finance
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.