FlexShares US Quality Large Cap Fund (QLC)

Overview

This company is centered around an investment fund that specializes in managing assets based on an underlying index. The essence of the fund's strategy is to provide investors with access to a portfolio that is carefully constructed to enhance exposure to key financial factors: quality, value, and momentum. These factors are considered crucial for the selection of U.S. large-capitalization equity securities, which form the core of the fund's investment universe. The objective is to mirror the performance of these carefully chosen companies, thereby offering investors potential growth opportunities by investing in a diversified portfolio that leverages these critical financial dimensions.

Products and Services

The company offers the following investment product:

• Quality, Value, and Momentum Focused Fund

This product is a meticulously crafted fund that aims to reflect the performance of selected companies known for their exceptional standing in terms of quality, value, and momentum factors. The investment approach is based on a strategic selection of publicly traded U.S. large-capitalization equity securities, chosen for their potential to provide superior performance. By focusing on these dimensions, the fund seeks to offer investors a balanced and diversified portfolio that not only aims for growth but is also designed to manage risk effectively. The fund commits to investing at least 80% of its total assets in the securities that form part of its underlying index, excluding any assets that might be held from securities lending. This commitment ensures a high level of investment in the core focus areas of quality, value, and momentum, striving to offer consistent returns to its investors.