FlexShares Disciplined Duration MBS Index Fund (MBSD)

• Market cap: $84.7M
• 1 day: -0.05%
• 5 days: 0.05%
• 1 month: 1.31%
• 3 months: 1.95%
• 6 months: 1.9%
• Year to date: 3.31%
• 1 year: -0.62%
• 5 years: -13.45%
• 10 years: -15.96%

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

75% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 8

0.71% less ownership

Funds ownership: 68.99% [Q1] → 68.28% (-0.71%) [Q2]

5% less capital invested

Capital invested by funds: $61.3M [Q1] → $57.9M (-$3.3M) [Q2]

14% less funds holding

Funds holding: 29 [Q1] → 25 (-4) [Q2]

33% less funds holding in top 10

Funds holding in top 10: 3 [Q1] → 2 (-1) [Q2]

80% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 5