iShares MSCI USA ESG Select ETF (KLD)

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Best Fit Specialty: Equity Funds ETFs

U.S. News evaluated 34 Specialty: Equity Funds ETFs and 5 make our Best Fit list. Our list highlights the best passively managed funds for long-term investors. Rankings are assigned based on comparisons with Best Fit funds in this category.

How we identify Best Fit Funds

Best Fit Scorecard
Costs Good
Tracking Error Excellent
Bid/Ask Ratio Excellent
Holdings Diversity Good

Fund Description

The investment seeks to track the investment results of an index composed of U.S. companies that have positive environmental, social and governance characteristics as identified by the index provider. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. The underlying index is an optimized index designed to measure the equity performance of U.S. companies that have positive environmental, social and governance ("ESG") characteristics, while exhibiting risk and return characteristics similar to the MSCI USA Index.

Fund Snapshot Updated 04.15.2014

Previous Close $77.04 Expense Ratio 0.50%
YTD Return 0.67% Avg. 30-Day Volume 9,384
1-Year Return 17.6% Market Cap Loading...
Bid $76.99 Shares Outstanding 3,250,000
Ask $77.07 Dividends $1.04
Top 10 Holdings
Nextera Energy Inc (NEE) 4.12%
American Express Co (AXP) 3.24%
Microsoft Corp (MSFT) 3.15%
Marsh & Mclennan Cos Inc (MMC) 3.07%
Eaton Corp Plc (ETN) 2.83%
International Business Machs (IBM) 2.74%
Spectra Energy Corp (SE) 2.59%
Apple Inc (AAPL) 2.55%
Ace Ltd (ACE) 2.37%
Ecolab Inc (ECL) 2.37%
% of Total Holdings 29.00%

Sector Breakdown

Geographic Breakdown

Best Fit Specialty: Equity Funds

See full rankings for Specialty: Equity Funds