This fund changed its benchmark from the MSCI USA Small Cap Index to the MSCI USA Small Cap ESG Enhanced Focus CTB Index on June 1, 2022. Despite this fund’s benchmark change, we have retained its Morningstar Medalist Rating of Silver.
iShares MSCI USASmCp ESGEnh ETF USD Acc CSUSS
Morningstar’s Analysis CSUSS
Will CSUSS outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 6.3
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Federal Realty Investment Trust | 0.92 | 14.7 Mil | Real Estate |
DT Midstream Inc Ordinary Shares | 0.76 | 12.2 Mil | Energy |
EMCOR Group Inc | 0.69 | 11.0 Mil | Industrials |
Acuity Brands Inc | 0.64 | 10.3 Mil | Industrials |
Badger Meter Inc | 0.61 | 9.7 Mil | Technology |
Sprouts Farmers Market Inc | 0.59 | 9.5 Mil | Consumer Defensive |
TechnipFMC PLC | 0.55 | 8.8 Mil | Energy |
Selective Insurance Group Inc | 0.53 | 8.5 Mil | Financial Services |
Harley-Davidson Inc | 0.53 | 8.5 Mil | Consumer Cyclical |
Comfort Systems USA Inc | 0.51 | 8.1 Mil | Industrials |