IShares MSCI USA ESG Select ETF SUSA tilts toward firms with strong corporate governance and sustainable environment and social practices, while controlling its active risk. Over the long-term, it should deliver competitive performance with the broad U.S. large-cap market and better performance than most funds in the large-blend Morningstar Category, though there are cheaper alternatives. It earns a Morningstar Analyst Rating of Silver.
Will SUSA outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SUSA’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the SUSA management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of SUSA’s parent organization’s priorities and whether they’re in line with investors’ interests.