Key stats
About FlexShares Mornigstar US Market Factors Tilt 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
TILT offers an alternative take on the US equity market, holding a broad portfolio of companies of all sizes with an increased exposure to small-cap securities having lower valuation. The selection universe comprises of US-listed stocks that meet the liquidity screens, as defined by the index methodology. All eligible securities will then be designated as core, growth or value based on factors such as price-to-book and price-to-earnings ratios. The fund uses the size and value factors to determine a securitys factor tilt to adjust constituent weights. The fund utilizes its factor tilt strategy by overweighting its small-cap value constituents as compared to the large-cap growth stocks. Index reconstitutes semi-annually and rebalances quarterly.
Classification
What's in the fund
Exposure type
Finance
Technology Services
Electronic Technology
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.