SUSLiShares ESG MSCI USA Leaders ETF
SUSL Fund Description
SUSL tracks an index of US large- and midcap firms with the highest ESG ratings, weighted by market-cap within each sector buckets.
SUSL Factset Analytics Insight
SUSL offers exposure to large- and midcap US firms with favorable ESG traits relative to their sectors. Its underlying index starts its selection with the MSCI USA Index (parent index), and it then removes firms involved with major business controversies as well as companies engaged in tobacco, alcohol, gambling, nuclear power and certain weapons. As the ‘extended’ version of the MSCI ESG Leaders Index, the fund further excludes producers and major retailers of firearms. Firms passing this screen are assigned with an ESG score with adjustments for sector and cap weight. The fund removes firms with lower rankings. At triannual rebalance, the fund selects about half the available market cap in each sector, emphasizing higher ESG ratings and larger firms. Beyond the sector alignment, SUSL does not attempt to outdo the risk and return of the parent Index.
SUSL MSCI ESG Analytics Insight
iShares ESG MSCI USA Leaders ETF has an MSCI ESG Fund Rating of AA based on a score of 7.86 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 MSCI USA Leaders ETF ranks in the 84th percentile within its peer group and in the 95th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
SUSL 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.
SUSL Summary Data
SUSL Portfolio Data
SUSL Index Data
SUSL Portfolio Management
SUSL Tax Exposures
SUSL Fund Structure
SUSL Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of SUSL. SUSL is rated a 5 out of 5.
SUSL Sector/Industry Breakdown
SUSL Top 10 Holdings[View All]
SUSL Economic Development
SUSL Performance Statistics
SUSL MSCI ESG Ratings
SUSL Benchmark Comparison Summary
SUSL Benchmark Comparison Market Cap Size