The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the Morningstar® Developed Markets ex-US Factor Tilt IndexTM (Underlying Index).
1. "Tilt" the portfolio to the small cap and value segments of the developed markets equity universe
2. Exposure to 97% of the investable market in 22 countries outside the US while minimizing turnover
2:40 | TILT Suite | Transcript
Find out how the FlexShares Morningstar® US Market Factor Tilt Index suite of funds are engineered to provide deep exposure to the broad US equity market, while seeking to take advantage of the longer-term small cap and value performance advantage.
Many investors have discrete goals in mind when they consider long-term growth of their investment portfolios. A few of the common goals include retirement savings, education plans, capital purchases, bequests and/or charitable intentions. Capital appreciation emphasizes the components of an investment portfolio dedicated to achieving long-term goals. It goes beyond wealth preservation and focuses on potential return on principal. There is an expansive array of investment options with an emphasis on equities. FlexShares capital appreciation strategies may complement investor’s portfolios by offering targeted solutions that seek to meet specific goals over defined time horizons. Risk-adjusted returns, risk tolerance, time horizon and performance expectations are key considerations when designing and delivering capital appreciation solutions.
The Morningstar® Developed Markets ex-US Factor Tilt IndexSM measures the performance of stocks located in developed countries across the world (as defined by Morningstar®, excluding the United States) with increased exposure to small-capitalization and value stocks. Stocks that are deemed to be small capitalization or small value have an overweighting in the index compared to their weight in a corresponding market-capitalization-weighted index. Likewise, stocks designated as "large" or "growth" stocks have underweighting compared to a standard market-capitalization weighting.