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iShares MSCI KLD 400 Social ETF

DSI
Current price
87.62 USD +0.51 USD (+0.59%)
Category Large Blend
Exchange NYSE ARCA
Capitalization 3 909 899 134 USD
Yield for 12 month +16.39 %
Week
Month
Year
DSI
21.11.2021 - 28.11.2021

iShares MSCI KLD 400 Social ETF, a constituent of the ETF, is listed on the NYSE ARCA. Its market capitalization stands at 3 909 899 134 USD. Over the past year, it has generated a yield of +16.39 %. The fund's net expense ratio, a critical measure of operational efficiency, is recorded at 0.25 %. A significant allocation in cash assets underscores its liquidity position and risk management strategy. Turning to technical indicators, they offer a granular perspective on the fund's market behavior, historical trends, and potential forward momentum. For further metrics, refer to www.ishares.com. For an in-depth analysis get premium access.

Analytics

Total Assets

3 909 899 134 USD

Net Expense Ratio

0.25 %

Annual Holdings Turnover

6 %

Asset HoldingDSI

Cash

Long 0.3%
Short -
Net Assets 0.3%

The US stocks

Long 98.61%
Short -
Net Assets 98.61%

Stocks ex-US

Long 1.09%
Short -
Net Assets 1.09%

Bonds

Long -
Short -
Net Assets -

Other

Long -
Short -
Net Assets -

Efficiency DSI

1y Volatility 16.12%
Returns YTD 21.88%
3y Volatility 18.65%
Returns 1Y 16.36%
3y ExpReturn 0.00%
Returns 3Y 8.94%
3y SharpRatio 0.46%
Returns 5Y 13.84%
Returns 10Y 11.47%

Dividend Analytics DSI

Dividend growth over 5 years

59 %

Continuous growth

5 years

Dividend History DSI

1 year
3 years
5 years
10 years
21.11.2021 - 28.11.2021

Technical indicators DSI

For 52 weeks

69.73 USD 87.2 USD
50 Day MA 82.4 USD
200 Day MA 81.03 USD