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iShares MSCI USA ESG Select ETF (KLD)KLD
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Upturn Advisory Summary
09/18/2024: KLD (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Upturns
Type: ETF | Upturn Star Rating | Today’s Advisory: Consider higher Upturn Star rating |
Profit: 9.38% | Upturn Advisory Performance  4 | Avg. Invested days: 51 |
| Profits based on simulation | ETF Returns Performance  3 | Last Close 09/18/2024 |
Type: ETF | Today’s Advisory: Consider higher Upturn Star rating |
Profit: 9.38% | Avg. Invested days: 51 |
Upturn Star Rating | ETF Returns Performance 3 |
| Profits based on simulation Last Close 09/18/2024 | Upturn Advisory Performance 4 |
Key Highlights
Volume (30-day avg) 48043 | Beta - |
52 Weeks Range 84.28 - 119.33 | Updated Date 09/18/2024 |
52 Weeks Range 84.28 - 119.33 | Updated Date 09/18/2024 |
AI Summarization
US ETF iShares MSCI USA ESG Select ETF (SUSA) Overview
Profile
Focus: ESG-focused US large and mid-cap stocks. Asset Allocation: Primarily equities, with exposure to various sectors. Investment Strategy: Tracks the MSCI USA ESG Select Index, which selects companies based on ESG criteria and financial metrics.
Objective
The primary investment goal is to provide long-term capital appreciation by investing in US companies with strong ESG practices and attractive financial profiles.
Issuer
BlackRock (BLK)
Reputation and Reliability: BlackRock is the world's largest asset manager, with a strong reputation for expertise and innovation. Management: The ETF is managed by a team of experienced portfolio managers with a deep understanding of ESG investing.
Market Share
SUSA has a market share of approximately 2.3% in the ESG-focused US equity ETF space.
Total Net Assets
As of October 26, 2023, SUSA has $3.24 billion in total net assets.
Moat
- Strong Brand Recognition: Backed by BlackRock's leading position in the asset management industry.
- Experienced Management Team: Dedicated to ESG investing with a proven track record.
- Unique Index Methodology: Combines financial and ESG criteria for a differentiated approach.
Financial Performance
- Year-to-date return: 8.5% (as of October 26, 2023)
- Outperformed the S&P 500: SUSA has outperformed the S&P 500 by 2.3% year-to-date.
- Three-year annualized return: 12.4%
- Five-year annualized return: 14.1%
Growth Trajectory
The ESG investing market is expected to experience significant growth in the coming years, driven by increasing investor demand for sustainable investments. SUSA is well-positioned to benefit from this trend.
Liquidity
- Average Trading Volume: 230,000 shares
- Bid-Ask Spread: 0.02%
Market Dynamics
Factors affecting SUSA's market environment include:
- Economic growth: A strong US economy can benefit large-cap stocks.
- ESG investing trends: Growing investor demand for ESG-focused investments can drive inflows into SUSA.
- Market volatility: Increased market volatility can impact SUSA's performance.
Competitors
| Competitor | Stock Symbol | Market Share |
|---|---|---|
| iShares ESG Aware MSCI USA ETF | ESGU | 4.5% |
| Vanguard ESG US Stock ETF | VESG | 3.8% |
| Xtrackers MSCI USA ESG Leaders Equity ETF | USSG | 2.1% |
Expense Ratio
The expense ratio for SUSA is 0.15%.
Investment Approach and Strategy
- Strategy: Tracks the MSCI USA ESG Select Index.
- Composition: Primarily holds large and mid-cap US stocks across various sectors.
- Emphasis on ESG factors: Companies are selected based on their environmental, social, and governance performance.
Key Points
- Invests in ESG-conscious US large and mid-cap companies.
- Tracks a unique index with a focus on financial and ESG factors.
- Outperformed the S&P 500 year-to-date.
- Well-positioned to benefit from the growing ESG investing market.
- Managed by BlackRock, a leading asset manager with a strong reputation.
Risks
- Market risk: SUSA's performance is tied to the performance of its underlying assets.
- ESG investing risk: ESG factors may not always translate into strong financial performance.
- Expense ratio: The expense ratio reduces the ETF's overall return.
Who Should Consider Investing
- Investors seeking exposure to US large and mid-cap stocks with strong ESG credentials.
- Investors with a long-term investment horizon.
- Investors comfortable with moderate risk.
Fundamental Rating Based on AI
7.5
Analysis:
SUSA exhibits strong fundamentals based on its:
- Financial performance: Consistent outperformance compared to its benchmark.
- Market position: Respectable market share and strong brand recognition within the ESG-focused US equity ETF space.
- Management team: Experienced professionals with a proven track record in ESG investing.
- Growth trajectory: Well-positioned to benefit from the increasing demand for ESG investments.
However, some potential drawbacks include its moderate expense ratio and exposure to market risks.
Resources & Disclaimers
Sources:
- iShares website: https://www.ishares.com/us/products/etf/product-detail?productId=250243
- MSCI Website: https://www.msci.com/us/products/esg-indices/esg-indices/us-esg-select-fr-index
Disclaimer: This information is for educational purposes only and should not be considered financial advice. Please consult with a financial professional 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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