SUSB
iShares ESG Aware 1-5 Year USD Corporate Bond ETFSUSB Fund Description
SUSB tracks an index of USD-denominated, investment-grade, short-term corporate debt, selected based on positive ESG characteristics. Holdings are optimally weighted to provide a similar risk and return of the Bloomberg Barclays US Corporate 1-5 years Index.
SUSB Factset Analytics Insight
SUSB is positioned to be a building block for investors looking to structure their own ESG focused portfolio. The fund tracks a corporate bond index that considers each issuer’s environmental, social, and governance practices. Companies involved in tobacco or controversial weapons are excluded. The fund also avoids firms subject to severe business controversies (such as anti-competitive, environmental, or health and safety issues) in the past three years. The remaining bonds are rated according to a quantitative ESG rating methodology developed by MSCI ESG Research. The ratings consider key ESG-related risks and opportunities by industry, such as climate change, resource scarcity, and demographic shifts. Final selection and weighting are done by an optimizer, which maximizes exposure to positive ESG traits while retaining market-like risk and return. SUSB holds corporate debt with maturities of 1-5 years. Non-US issues are included, but all bonds must be US dollar-denominated.
SUSB MSCI ESG Analytics Insight
iShares ESG Aware 1-5 Year USD Corporate Bond ETF has an MSCI ESG Fund Rating of AA based on a score of 8.38 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 ESG Aware 1-5 Year USD Corporate Bond ETF ranks in the 95th percentile within its peer group and in the 100th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
SUSB Summary Data
SUSB Portfolio Data
SUSB Index Data
SUSB Portfolio Management
SUSB Tax Exposures
SUSB Fund Structure
SUSB Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of SUSB. SUSB is rated a N/A out of 5.
SUSB Tradability
SUSB Sector/Industry Breakdown
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SUSB Top 10 Holdings[View All]
SUSB Top 5 Countries
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SUSB Top 5 Currencies
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SUSB Performance Statistics
SUSB MSCI ESG Ratings
SUSB Holdings Statistics
SUSB Avg Life Maturity Distribution
SUSB OAS Breakdown
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MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.