FlexShares Morningstar U.S. Market Factor Tilt Index Fund (TILT) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 1.07: the stock has moved about 7% more than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 17, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerFlexShares Morningstar U.S. Market Factor Tilt Index Fund (TILT) trades at $279.84. Sector: Financials.
Price as of · Last analyzed: Mar 17, 2026Analyst Coverage for TILT: TILT does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
FlexShares Morningstar U.S. Market Factor Tilt Index Fund (TILT) Financial Services Profile
FlexShares Morningstar U.S. Market Factor Tilt Index Fund (TILT) offers investors a targeted approach to U.S. equities, emphasizing small-cap and value stocks. By tracking the Morningstar US Market Factor Tilt Index, TILT seeks to outperform traditional market-cap-weighted indices, appealing to those seeking factor-based investment strategies within the asset management sector.
What Is the Investment Thesis for TILT?
TILT presents an investment opportunity for those seeking exposure to U.S. equities with a factor-based tilt towards small-cap and value stocks. As of 2026, the fund has a market cap of $1.95 billion, indicating substantial investor interest. The fund's strategy of tracking the Morningstar US Market Factor Tilt Index aims to capitalize on the potential outperformance of small-cap and value stocks over the long term. A key growth catalyst is the increasing adoption of factor-based investing strategies by both institutional and retail investors. However, potential risks include the underperformance of small-cap and value factors relative to the broader market, as well as fluctuations in market sentiment and economic conditions. The fund's beta of 1.07 suggests that it may exhibit slightly higher volatility than the overall market.
Based on FMP financials and quantitative analysis
TILT Key Highlights
Market Cap of $1.95B demonstrates significant investor confidence in the fund's strategy and potential.
- Beta of 1.07 indicates that the fund's price is slightly more volatile than the overall market.
- The fund's focus on small-cap and value stocks provides targeted exposure to specific market factors.
- TILT's expense ratio is designed to be competitive within the factor-based ETF landscape.
- The fund's investment strategy is based on a rules-based methodology, ensuring transparency and consistency in its factor exposures.
Who Are TILT's Competitors?
TILT is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| DES WisdomTree U.S. SmallCap Dividend Fund | $38.65 | +1.07% | $2.08B | — |
| DIVI Franklin International Core Dividend Tilt Index ETF | $42.63 | +1.14% | $2.49B | — |
| EPP iShares MSCI Pacific ex Japan ETF | $54.71 | +0.11% | $1.96B | — |
| FIW First Trust Water ETF | $104.48 | +0.53% | $1.79B | — |
| FXR First Trust Industrials/Producer Durables AlphaDEX Fund | $83.17 | +0.52% | $1.76B | — |
| BLK BlackRock, Inc. | $1059.63 | -0.44% | $164B | 51 5-pillar |
| BX Blackstone Inc. | $111.74 | -0.45% | $135B | 68 5-pillar |
| APOS Apollo Global Management, Inc. | $25.59 | -0.23% | $74.8B | 56 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are TILT's Key Strengths?
Targeted exposure to small-cap and value factors.
- Rules-based investment methodology.
- ETF structure provides liquidity and transparency.
- Established brand recognition within the FlexShares ETF family.
What Are TILT's Weaknesses?
Potential underperformance of small-cap and value factors.
- Reliance on the Morningstar US Market Factor Tilt Index.
- Management fees can impact overall returns.
- Susceptible to market volatility.
What Are the Key Risks for TILT?
Underperformance of small-cap and value factors relative to the broader market.
- Changes in market sentiment and economic conditions.
- Competition from other factor-based ETFs and actively managed funds.
- Regulatory changes impacting the ETF industry.
- Tracking error relative to the underlying index.
What Are TILT's Competitive Advantages?
- Established brand recognition within the FlexShares ETF family.
- Rules-based investment methodology provides transparency and consistency.
- Access to the Morningstar US Market Factor Tilt Index.
- ETF structure offers intraday liquidity and accessibility.
What Does TILT Do?
The FlexShares Morningstar U.S. Market Factor Tilt Index Fund (TILT) is designed for investors looking to enhance their portfolio's performance by focusing on specific market factors. Launched with the goal of mirroring the Morningstar US Market Factor Tilt Index, TILT strategically invests in U.S. equities, with a deliberate overweighting of small-capitalization and value stocks. This approach is rooted in the belief that these factors have the potential to generate superior long-term returns compared to broader market indices. The fund operates under the umbrella of FlexShares ETFs, a suite of investment products managed with a focus on delivering targeted exposure to various market segments and investment strategies. TILT's investment strategy involves a rules-based methodology to select and weight its holdings, ensuring that the fund maintains its intended factor exposures. The fund's holdings are diversified across multiple sectors within the U.S. equity market, providing investors with a balanced approach to factor-based investing. TILT is available to investors seeking a core portfolio allocation that leans towards capturing the potential performance advantage of US small cap and value stocks. As an ETF, TILT offers intraday liquidity and transparency, making it an accessible investment vehicle for a wide range of investors.
What Products and Services Does TILT Offer?
- Provides investors with exposure to U.S. equities.
- Tracks the performance of the Morningstar US Market Factor Tilt Index.
- Overweights small-capitalization and value stocks.
- Offers a rules-based methodology for selecting and weighting holdings.
- Provides intraday liquidity and transparency through its ETF structure.
- Seeks to deliver targeted exposure to specific market segments and investment strategies.
How Does TILT Make Money?
- Generates revenue through management fees charged on assets under management (AUM).
- Fees are typically a percentage of the fund's average daily net assets.
- AUM growth is driven by market appreciation and net inflows from investors.
What Industry Does TILT Operate In?
The asset management industry is characterized by increasing demand for specialized investment strategies, including factor-based investing. ETFs like TILT are gaining popularity as they offer a cost-effective and transparent way to access these strategies. The competitive landscape includes other factor-based ETFs and actively managed funds that target small-cap and value stocks. As investors seek to enhance portfolio returns and manage risk, the demand for factor-tilted products is expected to grow, driving innovation and competition within the industry. The growth of the asset management industry is closely tied to overall market performance and investor sentiment.
Who Are TILT's Key Customers?
- Retail investors seeking factor-based investment strategies.
- Financial advisors looking to build diversified portfolios for their clients.
- Institutional investors seeking targeted exposure to small-cap and value stocks.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is an etf, not an operating company
MoonshotScore History
Recorded daily since 2026-08-23 · 41 snapshots
| 2026-08-23 | 47 |
| 2026-08-31 | 47 |
| 2026-09-08 | 47 |
| 2026-09-16 | 47 |
| 2026-09-24 | 47 |
| 2026-10-04 | 47 |
What changed?
The score has stayed at 47.
Over the same 30 days the stock moved -1.9%.
TILT Financials
Bull Case vs Bear Case
Bull Case
- Targeted exposure to small-cap and value factors.
- Rules-based investment methodology.
- ETF structure provides liquidity and transparency.
- Established brand recognition within the FlexShares ETF family.
Bear Case
- Potential underperformance of small-cap and value factors.
- Reliance on the Morningstar US Market Factor Tilt Index.
- Management fees can impact overall returns.
- Susceptible to market volatility.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
TILT Latest News
No recent news available for TILT.
TILT Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for TILT.
Price Targets
Wall Street price target analysis for TILT.
TILT MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for TILT; grades run from A+ (80-100) to F (below 30).
FlexShares Morningstar U.S. Market Factor Tilt Index Fund Financials Stock: Key Questions Answered
What does FlexShares Morningstar U.S. Market Factor Tilt Index Fund do?
FlexShares Morningstar U.S. Market Factor Tilt Index Fund (TILT) is an exchange-traded fund designed to track the performance of the Morningstar US Market Factor Tilt Index. The fund provides investors with exposure to U.S. equities, with a specific emphasis on small-capitalization and value stocks.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- The information provided is based on available data and is subject to change.