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iShares MSCI KLD 400 Social ETF DSI ETF Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See iShares Investment Hub

Morningstar’s Analysis DSI

Will DSI outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DSI’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the DSI management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of DSI’s parent organization’s priorities and whether they’re in line with investors’ interests.

An ESG fund that resembles the broad market.

Analyst Ryan Jackson

Ryan Jackson

Analyst

Summary

IShares MSCI KLD 400 Social ETF DSI selects stocks based on their environmental, social, and governance attributes, but it confers the key benefits of a broad market-cap-weighted index strategy.

by Ryan Jackson
Rated on Published on

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