Flexshares Morningstar Developed Etf Profile
| TLTD Etf | USD 68.63 0.20 0.29% |
Performance5 of 100
| Odds Of DistressLess than 9
|
FlexShares Morningstar is trading at 68.63 as of the 19th of April 2024, a -0.29 percent decrease since the beginning of the trading day. The etf's lowest day price was 68.57. FlexShares Morningstar has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat modest performance during the last 90 days. Equity ratings for FlexShares Morningstar Developed are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 20th of March 2024 and ending today, the 19th of April 2024. Click here to learn more.
The index reflects the performance of a selection of companies that, in aggregate, possess greater exposure to size and value factors relative to the Morningstar Developed Markets ex-US Index, a float-adjusted market-capitalization weighted index of companies incorporated in developed-market countries, excluding the U.S. More on FlexShares Morningstar Developed
Moving together with FlexShares Etf
| 0.99 | EFV | iShares MSCI EAFE | PairCorr |
| 0.96 | FNDF | Schwab Fundamental | PairCorr |
| 1.0 | VYMI | Vanguard International | PairCorr |
| 0.83 | IDV | iShares International | PairCorr |
| 0.97 | DFIV | Dimensional International | PairCorr |
| 0.95 | IVLU | iShares Edge MSCI | PairCorr |
| 0.92 | RODM | Hartford Multifactor | PairCorr |
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 Morningstar's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding FlexShares Morningstar 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 Concentration | Size And Style ETFs, Broad Equity ETFs, Foreign Large Value, Flexshares Trust (View all Sectors) |
| Issuer | Northern Trust |
| Inception Date | 2012-09-25 |
| Benchmark | Morningstar Developed Markets ex-US Factor Tilt Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 508.7 Million |
| Average Trading Valume | 15,025.2 |
| Asset Type | Equity |
| Category | Broad Equity |
| Focus | Size and Style |
| Market Concentration | Developed Markets |
| Region | Global ex-U.S. |
| Administrator | J.P. Morgan Chase Bank, N.A. |
| Advisor | Northern Trust Investments, Inc. |
| Custodian | JPMorgan Chase Bank, N.A. |
| Distributor | Foreside Fund Services, LLC |
| Portfolio Manager | Robert Anstine, Brendan Sullivan |
| Transfer Agent | JPMorgan Chase Bank, N.A. |
| Fiscal Year End | 31-Mar |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 3,209 |
| Market Maker | Jane Street |
| Total Expense | 0.4 |
| Management Fee | 0.39 |
| Country Name | USA |
| Returns Y T D | 0.99 |
| Name | FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund |
| Currency Code | USD |
| Open Figi | BBG003FMHL85 |
| In Threey Volatility | 16.81 |
| 1y Volatility | 15.4 |
| 200 Day M A | 66.0614 |
| 50 Day M A | 69.7268 |
| Code | TLTD |
| Updated At | 18th of April 2024 |
| Currency Name | US Dollar |
FlexShares Morningstar Developed [TLTD] is traded in USA and was established 2012-09-25. The fund is listed under Foreign Large Value category and is part of Flexshares Trust family. The entity is thematically classified as Size And Style ETFs. FlexShares Morningstar at this time have 436.48 M in assets. , while the total return for the last 3 years was 1.3%.
Check FlexShares Morningstar 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 Morningstar Developed 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.
FlexShares Morningstar Currency Exposure
FlexShares Morningstar Developed holds assets that are exposed to currency risk. As an investor, you have to ensure that the increase in value or dividend from foreign constituents of FlexShares Morningstar will not be offset by an unfavorable exchange rate and will not cancel out the return on assets from different countries. In other words, assess how much of your investment depends on the development of foreign currencies before you invest in FlexShares Morningstar Developed.
Top FlexShares Morningstar Developed Etf Constituents
| ADE | Adevinta ASA | Stock | Internet Content & Information |
| EQB | Equitable Group | Stock | Financials |
| FTK | flatexDEGIRO AG | Stock | Capital Markets |
| AGR | AGRANA Beteiligungs Aktiengesellschaft | Stock | Packaged Foods |
| SOI | Soitec SA | Stock | Semiconductor Equipment & Materials |
| GL9 | Glanbia PLC | Stock | Food Manufacturers |
| BAIN | Bains Mer Monaco | Stock | Consumer Discretionary |
FlexShares Morningstar Target Price Odds Analysis
What are FlexShares Morningstar's target price odds to finish over the current price? Based on a normal probability distribution, the odds of FlexShares Morningstar jumping above the current price in 90 days from now is about 58.89%. The FlexShares Morningstar Developed probability density function shows the probability of FlexShares Morningstar etf to fall within a particular range of prices over 90 days. Given the investment horizon of 90 days FlexShares Morningstar has a beta of 0.9235. This usually implies FlexShares Morningstar Developed market returns are highly-sensitive to returns on the market. As the market goes up or down, FlexShares Morningstar is expected to follow. Additionally, flexShares Morningstar Developed has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of FlexShares Morningstar to move above the current price in 90 days from now is about 58.89 (This FlexShares Morningstar Developed probability density function shows the probability of FlexShares Etf to fall within a particular range of prices over 90 days) .
FlexShares Morningstar Top Holders
| BBALX | Northern Global Tactical | Mutual Fund | World Allocation |
FlexShares Morningstar Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. FlexShares Morningstar market risk premium is the additional return an investor will receive from holding FlexShares Morningstar 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 Morningstar. 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 Morningstar's alpha and beta are two of the key measurements used to evaluate FlexShares Morningstar's performance over the market, the standard measures of volatility play an important role as well.
| Risk Adjusted Performance | 0.0468 | |||
| Jensen Alpha | (0.01) | |||
| Total Risk Alpha | (0.02) | |||
| Sortino Ratio | (0.03) |
FlexShares Morningstar Against Markets
Picking the right benchmark for FlexShares Morningstar 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 Morningstar 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 Morningstar is critical whether you are bullish or bearish towards FlexShares Morningstar Developed at a given time. Please also check how FlexShares Morningstar's 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 Morningstar 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.Did you try this?
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How to buy FlexShares Etf?
Before investing in FlexShares Morningstar, 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 Morningstar. To buy FlexShares Morningstar etf, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of FlexShares Morningstar. 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 Morningstar etf. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located FlexShares Morningstar Developed 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 Morningstar Developed 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 Morningstar Developed, 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 Morningstar guide.
Already Invested in FlexShares Morningstar Developed?
The danger of trading FlexShares Morningstar Developed 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 Morningstar 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 Morningstar. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile FlexShares Morningstar 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 Morningstar is a strong investment it is important to analyze FlexShares Morningstar's 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 Morningstar's future performance. For an informed investment choice regarding FlexShares Etf, refer to the following important reports: Check out World Market Map to better understand how to build diversified portfolios, which includes a position in FlexShares Morningstar Developed. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in estimate. You can also try the Equity Valuation module to check real value of public entities based on technical and fundamental data.
The market value of FlexShares Morningstar 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 Morningstar's value that differs from its market value or its book value, called intrinsic value, which is FlexShares Morningstar's 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 Morningstar's market value can be influenced by many factors that don't directly affect FlexShares Morningstar's 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 Morningstar's value and its price as these two are different measures arrived at by different means. Investors typically determine if FlexShares Morningstar is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, FlexShares Morningstar's 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.