FlexShares Disciplined Duration MBS Index Fund (MBSD)

• Market cap: $83.8M
• 1 day: 0.10%
• 5 days: 0.34%
• 1 month: 0.15%
• 3 months: 1.47%
• 6 months: 0.73%
• Year to date: 2.17%
• 1 year: 3.61%
• 5 years: -14.23%
• 10 years: -18.10%

Fund manager confidence

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

63% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 8

51% more capital invested

Capital invested by funds: $39.9M [Q3] → $60.2M (+$20.3M) [Q4]

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

24.13% more ownership

Funds ownership: 45.83% [Q3] → 69.95% (+24.13%) [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]