Flexshares Us Quality Etf Profile

QLC Etf  USD 58.72  0.49  0.84%   

Performance

19 of 100

 
Low
 
High
Solid

Odds Of Distress

Less than 9

 
100  
 
Zero
Low
FlexShares is trading at 58.72 as of the 28th of March 2024, a 0.84 percent increase since the beginning of the trading day. The etf's open price was 58.23. FlexShares has less than a 9 % chance of experiencing financial distress in the next few years and had a solid performance during the last 90 days. Equity ratings for FlexShares US Quality are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of February 2024 and ending today, the 28th of March 2024. Click here to learn more.
The underlying index is designed to reflect the performance of a selection of companies that, in aggregate, possess greater exposure to quality, value and momentum factors relative to a universe of publicly-traded U.S. large-capitalization equity securities. More on FlexShares US Quality

Moving together with FlexShares Etf

  1.0VTI Vanguard Total StockPairCorr
  1.0SPY SPDR SP 500PairCorr
  1.0IVV IShares Core SPPairCorr
  0.99VIG Vanguard DividendPairCorr
  1.0VV Vanguard Large-Cap IndexPairCorr
  0.94RSP Invesco SP 500PairCorr
  0.98IWB IShares Russell 1000PairCorr

Moving against FlexShares Etf

  0.77FXY Invesco CurrencySharesPairCorr

FlexShares Etf Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. FlexShares' investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding FlexShares or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Thematic Ideas
(View all Themes)
Business ConcentrationLarge Cap ETFs, Size And Style ETFs, Large Blend, Flexshares Trust (View all Sectors)
IssuerNorthern Trust
Inception Date2015-09-23
BenchmarkNorthern Trust Quality Large Cap Index
Entity TypeRegulated Investment Company
Asset Under Management194 Million
Average Trading Valume16,198.3
Asset TypeEquity
CategorySize and Style
FocusLarge Cap
Market ConcentrationDeveloped Markets
RegionNorth America
AdministratorJPMorgan Chase Bank, N.A.
AdvisorNorthern Trust Investments, Inc.
CustodianJPMorgan Chase Bank, N.A.
DistributorForeside Fund Services, LLC
Portfolio ManagerRobert Anstine, Brendan Sullivan, Alan Aung
Transfer AgentJPMorgan Chase Bank, N.A.
Fiscal Year End31-Oct
ExchangeCboe BZX Exchange, Inc.
Number of Constituents198
Market MakerCitadel
Total Expense0.26
Management Fee0.25
Country NameUSA
Returns Y T D10.18
NameFlexShares US Quality Large Cap Index Fund
Currency CodeUSD
Open FigiBBG00B2VYSL2
In Threey Volatility17.59
1y Volatility13.37
200 Day M A51.214
50 Day M A55.9891
CodeQLC
Updated At27th of March 2024
Currency NameUS Dollar
FlexShares US Quality [QLC] is traded in USA and was established 2015-09-23. The fund is classified under Large Blend category within Flexshares Trust family. The entity is thematically classified as Large Cap ETFs. FlexShares US Quality at this time have 135.77 M in assets. , while the total return for the last 3 years was 11.8%.
Check FlexShares Probability Of Bankruptcy

Geographic Allocation (%)

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on FlexShares Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding FlexShares Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as FlexShares US Quality Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top FlexShares US Quality Etf Constituents

INTCIntelStockInformation Technology
AVGOBroadcomStockInformation Technology
GOOGAlphabet Class CStockCommunication Services
LLYEli Lilly AndStockHealth Care
BKNGBooking HoldingsStockConsumer Discretionary
CSCOCisco SystemsStockInformation Technology
FBMeta PlatformsStockInternet Content & Information
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FlexShares Target Price Odds Analysis

What are FlexShares' target price odds to finish over the current price? Based on a normal probability distribution, the odds of FlexShares jumping above the current price in 90 days from now is under 4%. The FlexShares US Quality probability density function shows the probability of FlexShares etf to fall within a particular range of prices over 90 days. Considering the 90-day investment horizon FlexShares has a beta of 0.9779 indicating FlexShares US Quality market returns are highly-sensitive to returns on the market. As the market goes up or down, FlexShares is expected to follow. Additionally, flexShares US Quality has an alpha of 0.0367, implying that it can generate a 0.0367 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
  Odds Below 58.72HorizonTargetOdds Above 58.72
96.34%90 days
 58.72 
3.59%
Based on a normal probability distribution, the odds of FlexShares to move above the current price in 90 days from now is under 4 (This FlexShares US Quality probability density function shows the probability of FlexShares Etf to fall within a particular range of prices over 90 days) .

FlexShares US Quality Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. FlexShares market risk premium is the additional return an investor will receive from holding FlexShares long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in FlexShares. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although FlexShares' alpha and beta are two of the key measurements used to evaluate FlexShares' performance over the market, the standard measures of volatility play an important role as well.

FlexShares Against Markets

Picking the right benchmark for FlexShares etf is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in FlexShares etf price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for FlexShares is critical whether you are bullish or bearish towards FlexShares US Quality at a given time. Please also check how FlexShares' historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in FlexShares without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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How to buy FlexShares Etf?

Before investing in FlexShares, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in FlexShares. To buy FlexShares etf, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of FlexShares. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase FlexShares etf. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located FlexShares US Quality etf in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased FlexShares US Quality etf, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the etf
It's important to note that investing in stocks, such as FlexShares US Quality, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in etf prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. For more information on how to buy FlexShares Etf please use our How to Invest in FlexShares guide.

Already Invested in FlexShares US Quality?

The danger of trading FlexShares US Quality is mainly related to its market volatility and ETF specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of FlexShares is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than FlexShares. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile FlexShares US Quality is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
When determining whether FlexShares US Quality is a strong investment it is important to analyze FlexShares' competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact FlexShares' future performance. For an informed investment choice regarding FlexShares Etf, refer to the following important reports:
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in FlexShares US Quality. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in bureau of economic analysis.
You can also try the Top Crypto Exchanges module to search and analyze digital assets across top global cryptocurrency exchanges.

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When running FlexShares' price analysis, check to measure FlexShares' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy FlexShares is operating at the current time. Most of FlexShares' value examination focuses on studying past and present price action to predict the probability of FlexShares' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move FlexShares' price. Additionally, you may evaluate how the addition of FlexShares to your portfolios can decrease your overall portfolio volatility.
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The market value of FlexShares US Quality is measured differently than its book value, which is the value of FlexShares that is recorded on the company's balance sheet. Investors also form their own opinion of FlexShares' value that differs from its market value or its book value, called intrinsic value, which is FlexShares' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because FlexShares' market value can be influenced by many factors that don't directly affect FlexShares' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between FlexShares' value and its price as these two are different measures arrived at by different means. Investors typically determine if FlexShares is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, FlexShares' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.