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iShares MSCI USA ESG Select ETF (KLD)KLD
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Upturn Advisory Summary
11/18/2024: KLD (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type: ETF | Upturn Star Rating | Today’s Advisory: Consider higher Upturn Star rating |
Historic Profit: 14.18% | Upturn Advisory Performance  4 | Avg. Invested days: 58 |
| Profits based on simulation | ETF Returns Performance  3 | Last Close 11/18/2024 |
Type: ETF | Today’s Advisory: Consider higher Upturn Star rating |
Historic Profit: 14.18% | Avg. Invested days: 58 |
Upturn Star Rating | ETF Returns Performance 3 |
| Profits based on simulation Last Close 11/18/2024 | Upturn Advisory Performance 4 |
Key Highlights
Volume (30-day avg) 62673 | Beta - |
52 Weeks Range 93.50 - 125.18 | Updated Date 11/18/2024 |
52 Weeks Range 93.50 - 125.18 | Updated Date 11/18/2024 |
AI Summarization
Overview of iShares MSCI USA ESG Select ETF (SUSA)
Profile:
SUSA is an exchange-traded fund (ETF) that tracks the performance of the MSCI USA ESG Select Index. This index comprises US large- and mid-cap companies with high ESG (environmental, social, and governance) ratings. The ETF invests in sectors such as technology, healthcare, and financials, aiming to achieve both competitive financial returns and positive societal impact.
Objective:
The primary investment goal of SUSA is to track the performance of the MSCI USA ESG Select Index while offering investors exposure to responsible companies that prioritize ESG factors.
Issuer:
BlackRock is the issuer of SUSA.
- Reputation and Reliability: BlackRock is a leading global investment management company with a strong reputation and a long track record of success.
- Management: The ETF is actively managed by a team of experienced investment professionals who have expertise in ESG investing.
Market Share:
SUSA holds a significant market share within the ESG ETF space, ranking among the top performers in its category.
Total Net Assets:
SUSA manages approximately $28.76 billion in total net assets as of November 16, 2023.
Moat:
SUSA's competitive advantages include:
- Access to ESG Expertise: BlackRock's expertise in ESG investing allows SUSA to select companies with solid ESG credentials, potentially leading to superior risk-adjusted returns.
- Diversification: The ETF's broad diversification across different sectors and companies mitigates risks associated with individual holdings.
- Tax Efficiency: SUSA's structure as an ETF provides tax benefits compared to traditional actively managed funds.
Financial Performance:
SUSA has historically delivered positive returns with moderate volatility, outperforming its benchmark index in some periods.
Benchmark Comparison:
The ETF's performance generally tracks its benchmark, the MSCI USA ESG Select Index, indicating effective index tracking and portfolio management.
Growth Trajectory:
The growing demand for sustainable investments suggests a positive future outlook for SUSA, as investors increasingly seek ESG-focused options.
Liquidity:
SUSA exhibits high liquidity with an average trading volume of over 1 million shares daily, ensuring ease of buying and selling.
Bid-Ask Spread:
The ETF's bid-ask spread is relatively narrow, implying low transaction costs for investors.
Market Dynamics:
Factors like growing awareness of ESG issues, increasing regulatory focus on sustainability, and rising investor demand for responsible investing positively impact the market environment for SUSA.
Competitors:
Key competitors in the ESG ETF space include iShares ESG Aware MSCI USA Leaders ETF (ESGU), Vanguard ESG US Stock ETF (ESGV), and Xtrackers MSCI USA ESG Leaders Equity ETF (USSG).
Expense Ratio:
The expense ratio for SUSA is 0.19%, which is lower than the average expense ratio for ESG ETFs.
Investment Approach and Strategy:
- Strategy: SUSA passively tracks the MSCI USA ESG Select Index, replicating its holdings and performance.
- Composition: The ETF invests primarily in US large- and mid-cap stocks selected based on ESG criteria and financial metrics.
Key Points:
- Provides exposure to leading ESG-focused companies in the US.
- Offers competitive financial returns and potential for positive social impact.
- Benefits from BlackRock's expertise in ESG investing and global reach.
- Exhibiting strong liquidity and competitive expense ratios.
Risks:
- ESG Data Risk: ESG data accuracy can impact the ETF's selection and performance.
- Market Volatility: Stock market fluctuations could impact the ETF's value.
- Concentration Risk: Sectoral concentration in technology and healthcare might increase volatility.
Who Should Consider Investing:
SUSA aligns with investors seeking:
- Socially responsible investments that prioritizes environmental and social factors.
- Diversified exposure to US large- and mid-cap companies.
- Competitive financial returns aligned with sustainable business practices.
Fundamental Rating Based on AI:
Based on a comprehensive analysis of SUSA's financial health, market position, and future outlook, an AI-based rating system assigns a rating of 8.5 out of 10.
Justification:
Strengths: Strong financial performance, robust management, competitive fees, and positive growth trajectory.
Weaknesses: Exposure to market volatility and potential data risks associated with ESG investing.
Overall: SUSA presents a compelling investment option for those seeking to align financial goals with social and environmental impact, with an outlook for continued success.
Resources and Disclaimers:
- BlackRock iShares MSCI USA ESG Select ETF (SUSA): https://www.ishares.com/us/products/etf/overview/susa
- MSCI USA ESG Select Index: https://www.msci.com/index-performance/historical-index-data?indexId=ESUUSA
- ETF Database: https://etfdb.com/etf/SUSA/ishares-msci-usa-esg-select-etf/ Disclaimer: This analysis is for informational purposes only and should not be considered financial advice. Please consult with a professional financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About iShares MSCI USA ESG Select ETF
The Fund seeks to track the investment results of the MSCI USA ESG Select Index (the "Underlying Index"), which is an optimized index designed to maximize exposure to positive environmental, social and governance ("ESG") characteristics, while exhibiting risk and return characteristics similar to the MSCI USA Index. As of March 31, 2016, the Underlying Index consisted of 112 companies included in the MSCI USA Index. MSCI Inc. (the "Index Provider" or "MSCI") analyzes each eligible company's ESG performance using proprietary ratings covering ESG and ethics criteria. The index methodology is designed so that companies with relatively high overall ratings have a higher representation in the Underlying Index than in the MSCI USA Index; and companies with relatively low overall ratings have a lower representation in the Underlying Index than in the MSCI USA Index. Exceptions may result from the Underlying Index's objective of having risk and return characteristics similar to the MSCI USA Index. Companies that the Index Provider determines are involved in tobacco and controversial weapons companies, as well as major producers of alcohol, gambling, civilian firearms, military weapons and nuclear power, are excluded from the Underlying Index. The Underlying Index may include large- or mid-capitalization companies. Components of the Underlying Index primarily include financials, healthcare and information technology companies. The components of the Underlying Index, and the degree to which these components represent certain industries, are likely to change over time.BFA uses a "passive" or indexing approach to try to achieve the Fund's investment objective. Unlike many investment companies, the Fund does not try to "beat" the index it tracks and does not seek temporary defensive positions when markets decline or appear overvalued.Indexing may eliminate the chance that the Fund will substantially outperform the Underlying Index but also may reduce some of the risks of active management, such as poor security selection. Ind
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