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FlexShares US Quality Low Volatility Index Fund

For investors seeking an investment that emphasizes US quality and low volatility.

The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the Northern Trust Quality Low Volatility Index (the "Underlying Index").

  • $65.69 (0.08%)

  • $65.74

  • 0.08%

  • $68.41/$55.38

INDEX

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The Northern Trust Quality Low Volatility Index (Underlying Index) is designed to reflect the performance of a selection of companies that, in aggregate, possess lower overall absolute volatility characteristics relative to the Northern Trust 1250 Index, a float-adjusted market capitalization weighted index of U.S. domiciled large- and mid-capitalization companies. In addition, the Underlying Index looks to select companies from the Parent Index that exhibit financial strength and stability (i.e., quality) characteristics. The Underlying Index seeks to enhance risk-return characteristics and have lower volatility to the broader U.S. equity market.

The FlexShares US Quality Low Volatility Index Fund (QLV) is passively managed and uses a representative sampling strategy to track its underlying index. Use of a representative sampling strategy creates tracking risk where the Fund’s performance could vary substantially from the performance of the underlying index along with the risk of higher portfolio turnover. Although the fund seeks lower volatility than the broader U.S. equity market, there is no guarantee it will be successful as securities or other assets in the Fund’s portfolio may be subject to greater price volatility than the market as a whole The Fund may also invest in derivative instruments. Changes in the value of the derivative may not correlate with the underlying asset, rate or index and the Fund could lose more than the principal amount invested. The Fund is also is at increased risk of Industry Concentration, where it may be more than 25% invested in the assets of a single industry.

The Northern Trust Quality Low Volatility Index is the intellectual property (including registered trademarks) of Northern Trust and/or its licensors ("Licensors"), which is used under license. The securities based on the Index are in no way sponsored, endorsed, sold or promoted by Northern Trust and its Licensors and neither of the Licensors shall have any liability with respect thereto.

All data provided by: Northern Trust, J.P. Morgan, Refinitiv and Morningstar.