iShares ESG MSCI KLD 400 ETF
Shareclass
iShares ESG MSCI KLD 400 ETF (DSI)
Type
Exchange-traded fund
Manager
Gender equality score
56
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Equity Fund
Ranking: 279 out of 2,557 funds
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Groups
Categories
Gender balance in leadership and workforce
27/40
Equal compensation and work life balance
10/30
Policies promoting gender equality
19/20
Commitment, transparency, and accountability
1/10

Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
iShares ESG MSCI KLD 400 ETF DSI
Environment
Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. International Flavors & Fragrances Inc0.08% of assets$3.54M invested
- 2. Procter & Gamble Co1.51% of assets$69.29M invested
- 3. Marriott International Inc Class A0.25% of assets$11.23M invested
- 4. Biogen Inc0.08% of assets$3.47M invested
- 5. Welltower Inc0.35% of assets$16.1M invested
- 6. Mastercard Inc Class A1.75% of assets$80.1M invested
- 7. General Mills Inc0.12% of assets$5.71M invested
- 8. JM Smucker Co0.04% of assets$1.99M invested
- 9. Xylem Inc0.12% of assets$5.41M invested
- 10. Cummins Inc0.19% of assets$8.56M invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Loews Corp0.06% of assets$2.72M invested
- 2. U-Haul Holding Co Ordinary Shares - Series N0.02% of assets$1.01M invested
- 3. GameStop Corp Class A0.04% of assets$1.73M invested
- 4. International Bancshares Corp0.01% of assets$645,880 invested
- 5. PACCAR Inc0.21% of assets$9.53M invested
- 6. AutoNation Inc0.02% of assets$813,553 invested
- 7. Exponent Inc0.02% of assets$743,315 invested
- 8. Garmin Ltd0.13% of assets$5.95M invested
- 9. Microchip Technology Inc0.12% of assets$5.37M invested
- 10. Flowserve Corp0.03% of assets$1.24M invested
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Financial performance
Performance data provided by
Find more financial data on DSI at Morningstar.com

Gender Equality and Returns

Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
Benchmarking tool
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Visit Fossil Free Funds to measure the climate risk of this portfolio
More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco
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