Key stats
About ISHARES TRUST MCSI KLD 400 SOCIAL IDX FD
Home page
Inception date
Nov 14, 2006
Structure
Open-Ended Fund
Distributes
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Tax on distributions
Qualified dividends
DSI is a viable choice for those wanting a socially conscious ETF while maintaining reasonably market-like exposure. The fund limits its holdings to firms deemed to be socially responsible, from an environmental, social, and governance (ESG) standpoint. In practice, this means explicitly excluding firms that are significantly involved with weapons manufacturing, vice products, nuclear energy and genetic modification. Those firms that make the cut are then ranked by their performance according to those ESG criteria. While the fund excludes many familiar names, it avoids making huge sector bets. It overweights technology and underweights financials and industrials, but this doesn't substantially change the funds risk profile. The index is rebalanced during regular semi-annual and quarterly reviews.
Classification
What's in the fund
Exposure type
Technology Services
Electronic Technology
Finance
Stock breakdown by region
Displays a symbol's price movements over previous years to identify recurring trends.