iShares MSCI KLD 400 Social ETF (DSI)

Overview

The iShares MSCI KLD 400 Social ETF (DSI) aims to track the investment results of an index composed of U.S. companies that have positive environmental, social and governance (ESG) characteristics as identified by the index provider. It focuses on socially responsible investing, targeting companies with strong ESG profiles across various sectors. The ETF allocates its assets primarily to stocks and employs a passive management strategy by replicating the MSCI KLD 400 Social Index.

Reputation and Reliability

iShares, managed by BlackRock, is a reputable and reliable ETF provider with a long track record in the market. BlackRock is one of the largest asset managers globally, known for its extensive ETF offerings and expertise.

Management Expertise

BlackRock's management team has extensive experience and expertise in managing ETFs, leveraging its global resources and sophisticated investment strategies.

Goal

The primary investment goal of DSI is to track the investment results of the MSCI KLD 400 Social Index, which comprises U.S. companies with high ESG ratings.

Investment Approach and Strategy

Strategy: DSI aims to track the MSCI KLD 400 Social Index. It's a passively managed ETF.

Composition The ETF holds a diversified portfolio of U.S. stocks selected based on ESG criteria. It does not invest in bonds or commodities.

Market Share: DSI's market share within the socially responsible investing ETF category is significant, but it's not the sole player.

Total Net Assets (AUM): 1440000000

Key Competitors

• N/A

Competitive Landscape

The socially responsible investing ETF landscape includes several players. DSI's strengths lie in its brand recognition and low expense ratio compared to some competitors. However, other ETFs may have different ESG screening methodologies or sector allocations, potentially appealing to different investor preferences.

Historical Performance: Historical performance data unavailable in structured format. Please consult financial data providers.

Benchmark Comparison: Benchmark comparison data unavailable in structured format. Please consult financial data providers.

Expense Ratio: 0.09

Average Trading Volume

DSI exhibits moderate liquidity, with an average daily trading volume that facilitates relatively easy buying and selling.

Bid-Ask Spread

The bid-ask spread for DSI is generally tight, reflecting its good liquidity and efficient trading.

Market Environment Factors

Economic conditions, investor sentiment towards ESG investing, and sector-specific performance all influence DSI's performance. Increased awareness of ESG factors can drive demand for DSI.

Growth Trajectory

DSI's growth is tied to the increasing popularity of socially responsible investing and the performance of the underlying ESG-focused index. Changes in ESG screening methodologies or index composition could affect its holdings and performance.

Competitive Edge

DSI benefits from BlackRock's established reputation and low expense ratio. The ETF's focus on socially responsible investing and its alignment with ESG principles appeal to investors seeking both financial returns and positive social impact. The broad diversification across various sectors provides a buffer against sector-specific risks. The ETFu2019s adherence to the MSCI KLD 400 Social Index gives it a transparent and well-defined investment strategy. This combination of factors contributes to DSI's competitive position in the socially responsible investing space.

Volatility

Volatility assessment requires historical data analysis. Please consult financial data providers for volatility metrics.

Market Risk

DSI is exposed to market risk, as its value fluctuates with overall market movements. Specific risks include sector concentration and potential changes in ESG screening methodologies.

Ideal Investor Profile

The ideal investor for DSI is one seeking exposure to U.S. equities with a focus on socially responsible investing. They are interested in companies with strong ESG characteristics and are comfortable with market risk.

Market Risk

DSI is suitable for long-term investors seeking a diversified and socially conscious investment strategy.

The iShares MSCI KLD 400 Social ETF (DSI) offers investors exposure to U.S. equities that meet specific ESG criteria, tracking the MSCI KLD 400 Social Index. Managed by BlackRock, it benefits from a low expense ratio and a well-defined investment strategy. The ETF appeals to socially conscious investors seeking long-term growth while aligning their investments with their values. Potential investors should consider market risk and sector concentration. Overall, DSI provides a convenient and diversified way to incorporate ESG factors into a portfolio.

Data Sources:

• iShares website
• BlackRock website
• MSCI website
• Various financial data providers.

Disclaimers:

The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Consult with a financial advisor before making any investment decisions.