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FEDM - ETF AI Analysis
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FlexShares ESG & Climate Developed Markets ex-US Core Index Fund ETF (FEDM)
Rating:67Neutral
Price Target:―
Positive Factors
Strong Top Holdings
Several of the largest positions, such as ASML Holding and Siemens, have delivered strong year-to-date performance, supporting the ETF's overall returns.
Global Diversification
The ETF invests across multiple countries, including Japan, the UK, and France, reducing reliance on any single geographic market.
Low Expense Ratio
With a low expense ratio of 0.12%, this ETF is cost-efficient compared to many other funds, allowing investors to retain more of their returns.
Negative Factors
Underperforming Holdings
Some holdings, like SAP SE, have shown weak year-to-date performance, which may drag on the fund's overall momentum.
Sector Concentration in Financials
The ETF has a high exposure to the financial sector, which makes it more sensitive to downturns in this industry.
Limited U.S. Exposure
With only 9.47% allocated to U.S. companies, the fund may miss opportunities in the world's largest and most dynamic market.
FEDM vs. SPDR S&P 500 ETF (SPY)
AUM74.95M
RegionDeveloped Markets
Expense Ratio0.12%
Beta0.66
IssuerFlexShares
Inception DateSep 20, 2021
Dividend Yield2.92%
Asset ClassEquity
Index TrackedNorthern Trust ESG & Climate Developed Markets ex-US Core Index - Benchmark TR Net
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume1,046
30 Day Avg. Volume6,401
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
65.47Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering219
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
FEDM Summary
The FlexShares ESG & Climate Developed Markets ex-US Core Index Fund ETF (FEDM) is an investment fund focused on companies outside the U.S. that prioritize sustainability and strong environmental, social, and governance (ESG) practices. It includes well-known companies like ASML Holding NV and AstraZeneca, and targets industries such as financials, technology, and healthcare. This ETF is a good option for investors looking to diversify globally while supporting low-carbon initiatives and ethical business practices. However, new investors should be aware that its performance can be affected by global market fluctuations and changes in ESG-related policies.
How much will it cost me?The ETF FEDM has an expense ratio of 0.12%, which means you’ll pay $1.20 per year for every $1,000 invested. This is lower than average because it is passively managed, tracking an index rather than relying on active management strategies.
What would affect this ETF?FEDM could benefit from increasing global focus on ESG and low-carbon initiatives, as governments and corporations prioritize sustainability and climate goals. However, it may face challenges if economic conditions in developed markets ex-US weaken or if regulatory changes impact ESG-focused investments. Additionally, sector-specific risks, such as volatility in financials and technology, could influence performance.
FEDM Top 10 Holdings
FEDM is leaning heavily on financials and industrials, with names like Royal Bank of Canada and Siemens providing steady momentum thanks to strong earnings and balanced valuations. ASML Holding NV, a standout in the technology sector, is rising on robust revenue growth, adding a spark to the fund’s performance. However, SAP SE is lagging, weighed down by bearish technical signals and valuation concerns, while Shell’s mixed results in the energy sector are holding back gains. With its focus on developed markets outside the U.S., the ETF offers a global flavor but remains concentrated in sustainability-driven industries.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| ASML Holding NV | 2.22% | $1.65M | €413.15B | 48.58% | 76 Outperform | |
| Royal Bank Of Canada | 1.80% | $1.34M | $236.46B | 43.18% | 75 Outperform | |
| SAP SE | 1.68% | $1.25M | €241.78B | -14.21% | 66 Neutral | |
| Siemens | 1.64% | $1.22M | €198.34B | 29.64% | 74 Outperform | |
| AstraZeneca | 1.62% | $1.20M | £220.41B | 29.45% | 80 Outperform | |
| Novartis AG | 1.50% | $1.12M | CHF217.04B | 25.19% | 80 Outperform | |
| Commonwealth Bank of Australia | 1.41% | $1.05M | AU$256.15B | -1.81% | 64 Neutral | |
| Schneider Electric | 1.40% | $1.04M | €132.61B | -7.21% | 62 Neutral | |
| Hitachi,Ltd. | 1.37% | $1.02M | ¥23.46T | 37.19% | 77 Outperform | |
| Shell (UK) | 1.29% | $962.52K | £150.06B | 0.57% | 73 Outperform |
FEDM Technical Analysis
Positive
―
Price Trends
58.06
Positive
57.30
Positive
54.93
Positive
Market Momentum
0.64
Negative
63.52
Neutral
68.58
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For FEDM, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 59.28, equal to the 50-day MA of 58.06, and equal to the 200-day MA of 54.93, indicating a bullish trend. The MACD of 0.64 indicates Negative momentum. The RSI at 63.52 is Neutral, neither overbought nor oversold. The STOCH value of 68.58 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for FEDM.
FEDM Peer Comparison
Comparison Results
Performance Comparison
FEDM
FlexShares ESG & Climate Developed Markets ex-US Core Index Fund ETF
60.18
14.22
30.94%
PABD
iShares Paris-Aligned Climate MSCI World ex USA ETF
―
―
―
LCTD
BlackRock World ex U.S. Carbon Transition Readiness ETF
―
―
―
IFGL
iShares International Developed Real Estate ETF
―
―
―
AGNG
Global X Aging Population ETF
―
―
―
WISE
Themes Generative Artificial Intelligence ETF
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―
―
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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