tilt

Equity

Capital Appreciation

FlexShares Morningstar U.S. Market Factor Tilt Index Fund

The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the Morningstar US Market Factor Tilt Index (Underlying Index).

$157.04 (0.07%)

$157.12

0.25%

$184.59/$137.43

1:09

Transcript

Index Strategy

Morningstar US Market Factor Tilt Index

Diagraming the index process

Fund Focus

Tilting Toward US Small Cap & Value

In depth discussion of the index and fund process

RESOURCES

RESOURCES

Fact Sheet Daily Holdings Monthly Holdings Summary Prospectus Prospectus SAI Semiannual Report Annual Report iXBRL Archive iXBRL Supplemental Capital Gains ICI Primary Layout ICI Secondary Layout NRA

Fact Sheet

pdf

Daily Holdings

csv

Monthly Holdings

csv

Summary Prospectus

Prospectus

SAI

Semiannual Report

Annual Report

iXBRL Archive

iXBRL Supplemental

Capital Gains

pdf

ICI Primary Layout

xlsx

ICI Secondary Layout

xlsx

NRA

xlsx

 Tax & Legal Documents Archive

INDEX

The Morningstar U.S. Market Factor Tilt Index measures the performance of US equity markets with increased exposure toward small-capitalization and value stocks. Stocks that are deemed to be small-capitalization or value will have an overweighting compared to their weight in a corresponding market capitalization-weighted index. Likewise, stocks designated as “large” or “growth” stocks will have underweighting compared to a standard market-capitalization weighting. The Morningstar index methodology defines "US market” as those stocks that form the top 99.5% of the market capitalization of the stocks eligible to be included in Morningstar’s investable universe. All stocks are then designated as "core," "growth" or "value" based on factors such as price-to-book ratios and price-to-earnings ratios, and a “modified free float” market-capitalization weighting. Stocks of companies with, for example, relatively low valuations based on price-to-book ratios, price-to-earnings ratios and other factors are designated as "value" securities. Similarly, stocks of companies with relatively high valuations based on price-to-book ratios, price-to-earnings ratios and other factors would be designated as "growth" securities. Stocks that are not designated as "growth" or "value" securities are designated as "core" securities. One cannot invest directly in an index.

Index Methodology

Before investing, carefully consider the FlexShares investment objectives, risks, charges and expenses. This and other information is in the prospectus and a summary prospectus, copies of which may be obtained on this website. Read the prospectus carefully before you invest. Foreside Fund Services, LLC, distributor.

An investment in FlexShares is subject to numerous risks, including possible loss of principal. Fund returns may not match the return of the respective indexes. The Funds are subject to the following principal risks: ESG Investing; corporate bond; concentration; Income; currency; derivatives; LIBOR; emerging markets; equity securities; fluctuation of yield; foreign securities; geographic; industry concentration; interest rate / maturity risk; issuer; large cap; management; market; market trading; new funds; non-diversification; passive investment; privatization; small cap stock; tracking error; turnover; Authorized Participant Concentration; liquidity; high yield and volatility risk. A full description of risks is in the prospectus.

Individual investors should contact their financial advisor or broker dealer representative for more information on FlexShares ETFs.

Investment Products and Services are:

Not FDIC INSURED May lose value No bank guarantee

All registered investment companies, including FlexShares, are obliged to distribute portfolio gains to shareholders at year-end regardless of performance. Trading FlexShares Funds will also generate tax consequences and transaction expenses. The information provided is not intended to be tax advice. Tax consequences of dividend distributions may vary by individual taxpayer.

The FlexShares Funds, registered with the United States Securities and Exchange Commission under the Investment Company Act of 1940 ("Funds") are distributed by Foreside Fund Services, LLC, not affiliated with Northern Trust.

Foreside Fund Services, LLC
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FlexShares Morningstar US Market Factor Tilt Index Fund (TILT) 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 along with the risk of high portfolio turnover. It is subject to concentration risk. The Fund's investments are concentrated in the securities of issuers in a particular market, industry, sector or asset class. The Fund may be subject to increased price volatility and may be more susceptible to adverse economic, market, political or regulatory occurrences affecting that market, industry, sector or asset class. The Fund may also invest in derivative instruments. Changes in the value of the derivative may not correlate with the underlying asset, rate or index and the Fund could lose more than the principal amount invested.

The Morningstar US Market Factor Tilt Index is the intellectual property (including registered trademarks) of Morningstar 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 Morningstar and its Licensors and neither of the Licensors shall have any liability with respect thereto.

All data provided by: Northern Trust, J.P. Morgan, Refinitiv and Morningstar.