Blackrock MSCI KLD 400 Social ETF | DSI

Medium RiskEquity
Blackrock MSCI KLD 400 Social ETF
Issued by:iShares by Blackrock
Index : AMEX
Unit Price (NAV) :
$
Minimum investment: 2 units
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Blackrock MSCI KLD 400 Social ETF | DSI

Blackrock MSCI KLD 400 Social ETF | DSI

About DSI ETF

Overview:
DSI tracks a market-cap-weighted index of 400 companies deemed to have positive environmental, social and governance characteristics by MSCI.

ESG funds explicitly mean excluding firms that are significantly involved with weapons manufacturing, "vice" products, nuclear energy and genetic modification.

The ETF provides a diversified sectoral exposure: IT (29%), Communication (13%), Healthcare (10%), Financials (9%), Consumer Discretionary (9%), Industrials (8%), Consumer Staples (7%)

It is one of the oldest ESG ETF, with an exceptionally strong track record.

Ideal for
Investments based on personal values.

About the Fund Manager:
BlackRock was incorporated in 1988 and is today the world's largest asset manager with $6.5 trillion in assets under management as of April 2019. It is one of the world's leading providers of investment, advisory and risk management solutions.

Recommended for:
Diversification

Additional Information:
1. Fund Factsheet

Returns

DSI Charts
Lifetime12.57%p.a.
52 Week High: $|52 Week Low: $
PerformanceYTD1Y3Y5Y10Y
Blackrock MSCI KLD 400 Social ETF11.04%52.48%19.84%17.38%14.25%

Asset Class

Asset type breakdown
Stock US98.03%
Stock non-US1.75%
Cash0.22%

DSI Holdings - Top 10

NameiWeightage (%)
Microsoft Corporation9.56%
Alphabet Inc3.53%
Tesla, Inc2.73%
Visa Inc1.96%
NVIDIA Corporation1.86%
The Procter & Gamble Company1.79%
The Walt Disney Company1.78%
The Home Depot, Inc1.78%
Mastercard Incorporated1.77%
PayPal Holdings, Inc1.55%

DSI Sectors/Industry Breakdown

Sectori% of market value
Technology27.09%
Financial Services13.82%
Consumer Cyclicals11.38%
Communication Services10.79%
Healthcare10%
Industrials9.57%
Consumer Defensive7.83%
Real Estate3.07%
Basic Materials2.75%
Energy2.04%
Utilities1.66%

DSI Countries

Countryi% of market value
North America98.25%
United Kingdom1.06%
Europe Developed0.63%
Asia Developed0.05%
Europe Emerging0.02%

Projected Returns

Investment ofper month
gives returns of :
at 11.05% / annum
$in 10 years
amount
for a time period of
time1Y3Y5Y10Y
Returnsbased on historic SIP returns of 11.05% per annum
$
$
$+ 11.05

DSI Summary Data

Total Net Assets $i
Average Mkt Cap Mil $i
Symbol DSI
Exchange ARCX
Asset class Equity

DSI Portfolio Data & Volatility Analysis

Net Expense Ratio 0.25i
Beta 0.99i
Valuations Rates Portfolio PE 23.129i
3 Year Standard Deviation 18.33i

About iShares by Blackrock

"iShares" is a gathering of ETFs managed by Blackrock. Blackrock is an American investment management corporation founded in 1988. Some iShares ETFs are actively managed but most funds track a bond or share market index.

Blackrock MSCI KLD 400 Social ETF | DSI