SUSAiShares MSCI USA ESG Select ETF
SUSA Fund Description
SUSA tracks an index of US companies with high environmental, social and governance (ESG) factor scores as calculated by MSCI.
SUSA Factset Analytics Insight
SUSA offers socially conscious exposure to US large- and midcap equities. It holds MSCI USA companies with the highest ESG ratings, determined by the degree to which they reflect socially conscious values with regard to the environment, society, and corporate governance. As such, companies with tobacco and civilian firearms involvement as well as those with low MSCI ESG controversies score are excluded from the index. SUSA weights its holdings in proportion to their ESG scores. At the same time, the fund caps security weights at 5% and limits sector deviation from the broader MSCI USA index to 3%, ensuring that the fund doesn't deviate far from the equity market. Index constituents are reviewed on a quarterly basis. The fund traded under the ticker KLD until July 2017. Prior to June 1, 2018, the fund tracked the MSCI USA ESG Select Index.
SUSA MSCI ESG Analytics Insight
iShares MSCI USA ESG Select ETF has an MSCI ESG Fund Rating of A based on a score of 6.95 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 USA ESG Select ETF ranks in the 78th percentile within its peer group and in the 92nd percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
SUSA 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.
SUSA Summary Data
SUSA Portfolio Data
SUSA Index Data
SUSA Portfolio Management
SUSA Tax Exposures
SUSA Fund Structure
SUSA Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of SUSA. SUSA is rated a 5 out of 5.
SUSA Sector/Industry Breakdown
SUSA Economic Development
SUSA Performance Statistics
SUSA MSCI ESG Ratings
SUSA Benchmark Comparison Summary
SUSA Benchmark Comparison Market Cap Size