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- Upturn Summary
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Upturn AI Summary
iShares MSCI KLD 400 Social ETF(DSI)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for DSI
10/28/2026: DSI (2-star) has a low Upturn Star Rating. Not recommended to BUY.
DSI is an established ETF that provides targeted exposure to U.S. companies meeting specific environmental, social, and governance standards. Its main strengths include its long-term track record, solid liquidity, and the backing of BlackRock's management, making it a reliable choice for sustainable investing. It is primarily used as a core holding for investors seeking to integrate ESG values into a broad equity portfolio. Key risks include market-specific equity volatility and potential performance divergence from broader indices due to sector exclusions. It is most suitable for long-term, sustainability-conscious investors who prioritize governance and social screening over pure market-cap tracking.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | DSI provides exposure to large-cap, high-quality growth companies that meet specific ESG standards. |
| Momentum investor | Mixed fit | Momentum suitability is conditional on the broader performance of large-cap tech and ESG-friendly sectors during positive market cycles. |
| Value investor | Mixed fit | The fund includes a mix of growth and value, so it may not align perfectly with deep value-only investment strategies. |
| Dividend/Income investor | Mixed fit | While many holdings pay dividends, DSI is a growth-oriented index and not specifically optimized for high yield. |
| Low-risk investor | Mixed fit | DSI is subject to general equity market volatility and is not designed as a low-volatility or defensive specific product. |
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking exposure to the U.S. equity market with a preference for companies that meet established ESG criteria.
Suitability
DSI is best suited for long-term passive investors who want to align their portfolios with sustainability goals.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | The fund experiences fluctuations in line with the broader U.S. equity market. |
| Market risk | Medium / high | As an equity-based fund, it is fully exposed to macroeconomic shifts and market downturns. |
| Concentration | Medium | The ESG screening process may lead to slight sector tilts compared to non-ESG benchmark indices. |
| Tracking/expense | Low | The fund has a low expense ratio and maintains tight tracking relative to its benchmark. |
| Liquidity | Low | High trading volume ensures ease of execution for most investors. |
| Business/sector quality | Low | Focusing on ESG-vetted companies typically targets firms with stronger governance and risk management. |
Risk Analysis
Volatility
DSI tracks the broad market and thus exhibits similar historical volatility, which is generally moderate for equity ETFs.
Market Risk
As a 100% equity fund, it is fully exposed to systemic market risk and the performance of the U.S. large-cap equity market.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Sector | Information Technology | 32 | High exposure to tech firms drives significant growth potential and aligns with many modern ESG preferences. |
| Sector | Financials | 15 | Provides stable, broad-market exposure to banking and financial services sectors that meet ESG standards. |
| Sector | Healthcare | 14 | Offers defensive characteristics and stability through investments in sustainable healthcare companies. |
| Sector | Consumer Discretionary | 13 | Captures consumer-facing growth while excluding companies with poor social or environmental footprints. |
| Sector | Industrials | 10 | Provides exposure to essential infrastructure and industrial services that adhere to ESG protocols. |
| Cash/collateral | Cash and Cash Equivalents | 16 | Holds a small portion for liquidity and operational efficiency. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 48.95% | Avg. Invested days 73 | Today’s Advisory WEAK BUY |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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