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UBS MSCI USA Socially Responsible UCITS ETF USD acc USSRI ETF Analysis

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Morningstar’s Analysis USSRI

Will USSRI outperform in the 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 USSRI’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the USSRI 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 USSRI’s parent organization’s priorities and whether they’re in line with investors’ interests.

Large- to mid-cap exposure to a best-in-class ESG-screened portfolio of US equities.

Associate Analyst Madeleine Black

Madeleine Black

Associate Analyst

Summary

The index tracked by UBS MSCI USA SRI, the MSCI USA SRI Low Carbon 5% Issuer Capped Index, underwent methodology changes in February and May 2025 to comply with updated European Securities and Markets Authority regulations. These changes primarily reduced energy exposure to zero, increasing the fund’s sustainability bets, but do not materially alter our overall view of the strategy.

by Madeleine Black
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