ESGFlexShares STOXX US ESG Select Index Fund
Seeks investment results that correspond generally to the price and yield performance of the STOXX USA ESG Select KPIs Index.
By Flexshares Trust · Launched 2016
Annual Cost
0.32%
#1,478 of 5,861 · low cost
Fund Size
$132M
#2,743 of 5,861 · mid-size
Return (1Y)Goal
+20.3%
Track Record
10 years
#1,422 of 5,861 · established
Performance
Total-return NAV · USDGrowth of $10,000
$11,974+19.7%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaCap
Large
Strategy
Index tracking
Focus
ESG
Index tracked
STOXX USA ESG Select KPIs Index
What it actually holds
By weightConcentration
Top 10 holdings = 39.5% of fund✓ well diversified
Broadcom, Inc.
5.8%
NVIDIA Corp.
5.1%
Apple, Inc.
4.9%
Microsoft Corp.
4.7%
Amazon.com, Inc.
3.9%
JPMorgan Chase & Co.
3.8%
Eli Lilly & Co.
3.0%
Berkshire Hathaway, Inc.
2.9%
Exxon Mobil Corp.
2.9%
Walmart, Inc.
2.6%
Asset allocation
Stocks
99.5%
Cash
0.5%
By sector
Technology
35.0%
Financial Services
17.6%
Healthcare
13.5%
Consumer Defensive
9.4%
Consumer Cyclical
8.8%
Industrials
5.7%
Energy
3.2%
Basic Materials
2.9%
Other
3.8%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
11.8%Moderate
Year-on-year price swings
Max drawdown
-34.3%Severe
Worst peak-to-trough loss
Sharpe (3Y)
0.98Decent risk-adjusted returns
Sortino (3Y)
1.43Good downside protection
Listing
- Exchange
- Cboe BZX
Full fund details
- Objective
- Seeks investment results that correspond generally to the price and yield performance of the STOXX USA ESG Select KPIs Index.
- Strategy
- Employs a passive indexing approach to invest in U.S. companies that score well on ESG KPIs, primarily in the Information Technology sector. The Fund uses representative sampling to manage its portfolio, aiming to reflect the Underlying Index's performance while maintaining a market cap range of $11.2 billion to $4.5 trillion.
- Inception date
- July 13, 2016
- Fund family
- Flexshares Trust
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Data updated on 2026-08-04