FlexShares Morningstar US Market Factors Tilt Index Fund (TILT)

• Market cap: $1.73B
• 1 day: 0.56%
• 5 days: -3.25%
• 1 month: -1.36%
• 3 months: 3.02%
• 6 months: 8.47%
• Year to date: 19.73%
• 1 year: 21.05%
• 5 years: 71.23%
• 10 years: 145.58%

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

4% more capital invested

Capital invested by funds: $1.5B [Q2] → $1.56B (+$54.5M) [Q3]

0.81% less ownership

Funds ownership: 92.38% [Q2] → 91.57% (-0.81%) [Q3]

1% less funds holding

Funds holding: 91 [Q2] → 90 (-1) [Q3]

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

55% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 33