FlexShares Disciplined Duration MBS Index Fund (MBSD)

• Market cap: $86.3M
• 1 day: -0.05%
• 5 days: -0.68%
• 1 month: 0.79%
• 3 months: -0.29%
• 6 months: -2.05%
• Year to date: 1.48%
• 1 year: 0.74%
• 5 years: -14.52%
• 10 years: -18.36%

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

50% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 8

49% more capital invested

Capital invested by funds: $39.9M [Q3] → $59.4M (+$19.6M) [Q4]

23.23% more ownership

Funds ownership: 45.83% [Q3] → 69.06% (+23.23%) [Q4]

0% more funds holding

Funds holding: 28 [Q3] → 28 (+0) [Q4]

0% more funds holding in top 10

Funds holding in top 10: 3 [Q3] → 3 (+0) [Q4]