IShares MSCI KLD 400 Social ETF DSI offers low-cost exposure to companies with strong environmental, social, and governance practices. Market-cap weighting and a distinct quality tilt position the fund to outperform its peers over the long term, supporting a Morningstar Analyst Rating of Bronze.
iShares MSCI KLD 400 Social ETF DSI
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
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.
Threads the needle between broad exposure and an ESG focus.
