 The
iShares MSCI KLD 400 Social ETF, ticker symbol DSI, is an
exchange-traded fund (ETF) that seeks to track the performance of the
MSCI KLD 400 Social Index. The index is comprised of 400 U.S.
companies that have been screened for positive environmental, social,
and governance (ESG) practices.
The ETF provides investors with
exposure to companies that are believed to have strong ESG practices
and may be more likely to generate long-term sustainable growth. The
fund's top holdings include Microsoft, Visa, and Alphabet (Google).
DSI has an expense ratio of 0.25%, which is relatively low
compared to other ESG-focused ETFs. It has a moderate risk profile,
with a beta of 0.95, indicating that it may be slightly less volatile
than the broader market.
The ETF is well-diversified across
multiple sectors, with the largest holdings in information technology,
healthcare, and consumer discretionary. It has a market capitalization
of approximately $3 billion and has returned over 15% annually over
the past 5 years (as of September 2021).
Investors who are
interested in socially responsible investing and ESG principles may
find DSI to be a suitable investment option for their portfolio.
However, as with any investment, it is important to conduct thorough
research and carefully consider the risks and potential returns before
investing.
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