IShares ESG MSCI USA Leaders ETF SUSL is an effective way to invest in firms with strong environmental, social, and governance practices. Long term, it should deliver better performance than most funds in the large-blend Morningstar Category, owing to its cost advantage, broadly diversified portfolio, and effective ESG screens, which should slightly lower risk. It earns a Morningstar Analyst Rating of Silver.
iShares ESG MSCI USA Leaders ETF SUSL
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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 SUSL 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 SUSL’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the SUSL 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 SUSL’s parent organization’s priorities and whether they’re in line with investors’ interests.
This is a good core holding for socially conscious investors.
