DSI
iShares MSCI KLD 400 Social ETF
1 year +17.6%Assets$5.51BiShares
Fee0.23%a year
Yield0.9%NA
This year+14.5%
5 years+12.0%a year on average
Components401top 10: 45%
Returns
This year
+14.5%
1 year
+17.6%
3 years, yearly
+24.6%
5 years, yearly
+12.0%
10 years, yearly
+15.8%
The fund's own total return. Volatility 15.8% over one year, 13.7% over three; Sharpe ratio over three years 1.21.
Sectors
Technology42.2%
Communication Services11.0%
Financial Services10.4%
Healthcare8.8%
Industrials7.5%
Consumer Cyclicals7.2%
Consumer Defensive4.1%
Real Estate2.5%
Energy2.1%
Basic Materials2.1%
Utilities0.8%
Regions
North America95.8%
Europe Developed0.5%
Asia Emerging0.2%
Latin America0.1%
Asset classes
Stock US97.8%
Stock non-US0.8%
Cash0.1%
About the fund
- Issuer
- iShares
- Since
- 2006-11-14
- Listed on
- NYSE ARCA
- ISIN
- US4642885705
- Turnover
- 4% a year
The fund seeks to track the investment results of the MSCI KLD 400 Social Index (the "underlying index"), which is a free float-adjusted market capitalization weighted index designed to provide exposure to U.S. companies that have positive environmental, social and governance ("ESG") characteristics. The underlying index may include large-, mid- and small-capitalization companies.
From the market data provider's fund data, read 2026-10-21. Returns are the fund's own; past returns say nothing certain about future ones. None of this is advice.