Northern Trust STOXX US ESG Select ETF

Frequently Asked Questions About ESG

What does ESG invest in?

This Fund is designed for investors who want to focus on specific environmental, social, and governance (ESG) performance indicators within U.S. companies. Its main objective is to replicate the overall investment returns—including both capital appreciation and income—of the STOXX USA ESG Select KPIs Index (its designated benchmark), before any fees or operating expenses are deducted.

What is the expense ratio of ESG?

Northern Trust STOXX US ESG Select ETF (ESG) charges an expense ratio of 0.33%. This is the annual fee deducted from fund assets to cover management and operations.

How big is ESG?

Northern Trust STOXX US ESG Select ETF (ESG) manages $136.0M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is ESG actively managed or an index fund?

ESG's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was ESG launched?

Northern Trust STOXX US ESG Select ETF (ESG) launched in July 2016 and is managed by FlexShares.

How has ESG performed?

ESG's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.