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Investment Strategy

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QDF Methodology

QDF Methodology

QDF Methodology


FlexShares Quality Dividend Index Fund (QDF) is passively managed and uses a representative sampling strategy to track its underlying index. Use of a representative sampling strategy creates tracking risk where the Fund’s performance could vary substantially from the performance of the underlying index. Additionally, the Fund is at increased dividend risk, as the issuers of the underlying stock might not declare a dividend, or the dividend rate may not remain at current levels. The Fund is also is at increased risk of industry concentration, where it may be more than 25% invested in the assets of a single industry. Finally, the Fund may also be subject to increased volatility risk, where volatility may not equal the target of the underlying index.

The Northern Trust Quality Dividend Index, Northern Trust Quality Dividend Defensive Index, Northern Trust Quality Dividend Dynamic Index, Northern Trust International Quality Dividend Index, Northern Trust International Quality Dividend Defensive Index and the Northern Trust Northern Trust International Quality Dividend Dynamic Index are the intellectual property (including registered trademarks) of Northern Trust and/or its licensors ("Licensors"), which is used under license. The securities based on the Index are in no way sponsored, endorsed, sold or promoted by Northern Trust and its Licensors and neither of the Licensors shall have any liability with respect thereto.