DSIiShares MSCI KLD 400 Social ETF
DSI Fund Description
DSI tracks a market-cap-weighted index of 400 US companies deemed to have positive environmental, social and governance characteristics by MSCI.
DSI Factset Analytics Insight
DSI is a viable choice for those wanting a socially conscious ETF while maintaining reasonably market-like exposure. The fund limits its holdings to firms deemed to be socially responsible, from an environmental, social, and governance (ESG) standpoint. In practice, this means explicitly excluding firms that are significantly involved with weapons manufacturing, "vice" products, nuclear energy and genetic modification. Those firms that make the cut are then ranked by their performance according to those ESG criteria. While the fund excludes many familiar names, it avoids making huge sector bets. It overweights technology and underweights financials and industrials, but this doesn't substantially change the fund’s risk profile. The index is rebalanced during regular semi-annual and quarterly reviews.
DSI MSCI ESG Analytics Insight
iShares MSCI KLD 400 Social ETF has an MSCI ESG Fund Rating of AA based on a score of 7.34 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. iShares MSCI KLD 400 Social ETF ranks in the 80th percentile within its peer group and in the 94th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
DSI MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
DSI Summary Data
DSI Portfolio Data
DSI Index Data
DSI Portfolio Management
DSI Tax Exposures
DSI Fund Structure
DSI Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of DSI. DSI is rated a 5 out of 5.
DSI Sector/Industry Breakdown
DSI Top 10 Holdings[View All]
DSI Economic Development
DSI Performance Statistics
DSI MSCI ESG Ratings
DSI Benchmark Comparison Summary
DSI Benchmark Comparison Market Cap Size