KLD iShares MSCI USA ESG Select ETF

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  • KLD
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  • Large Cap Blend Equities
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KLD - Profile

Vitals

Investment Themes

Alternative ETFs in the Large Cap Blend Equities Category

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Type Ticker Expense Ratio Assets Avg. Daily Vol YTD Return
Cheapest
Largest (AUM)
Most Liquid (Volume)
Top YTD Performer

Description

The index is designed to measure the equity performance of large capitalization companies that have positive environmental, social, and governance characteristics relative to their industry and sector peers and in relation to the broader market, while exhibiting risk and return characteristics similar to the MSCI USA Index.

Realtime Rating

KLD - Realtime Rating

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Realtime Rating Summary

KLD is a passive ETF that seeks to replicate MSCI USA ESG Select Index. The index is designed to measure the equity performance of large capitalization companies that have positive environmental, social, and governance characteristics relative to their industry and sector peers and in relation to the broader market, while exhibiting risk and return characteristics similar to the MSCI USA Index.

The adjacent table gives investors an individual Realtime Rating for KLD on several different metrics, including liquidity, expenses, performance, volatility, dividend, concentration of holdings in addition to an overall rating. The "A+ Metric Rated ETF" field, available to ETFdb Pro members, shows the ETF in the Large Cap Blend Equities with the highest Metric Realtime Rating for each individual field. To view all of this data, sign up for a free 14-day trial for ETFdb Pro. To view information on how the ETFdb Realtime Ratings work, click here.

KLD Overall Realtime Rating:

A+ Overall Rated ETF:

Metric Metric Realtime Rating A+ Metric Rated ETF
Liquidity B- n/a
Expenses B- n/a
Performance
Volatility
Dividend
Concentration

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Sector ETFs

Alternative ETFs

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Emerging Market ETFs

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KLD In-Depth Analysis

The following tables and charts contain in-depth metrics for KLD and compare it to similar peer ETFs within its ETFdb Category.

Holdings

KLD - Holdings

Filings Data as of: Apr 05, 2015
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Concentration Analysis

This section compares how balanced and deep KLD is relative to the peer group ETFdb Category.

Number of Holdings
KLD Rank:
KLD 99
Category Low
Category High
% Assets in Top 10
KLD Rank:
KLD 33.94%
Category Low
Category High

KLD Asset Allocation

Asset Percentage
U.S. Stocks 97.04%
International Stocks 2.86%
U.S. Bonds 0.0%
International Bonds 0.0%
Preferred Stock 0.0%
Convertibles 0.0%
Cash 0.0%
Other 0.09%

KLD Sector Breakdown

Sector Percentage
Technology 20.96%
Health Care 14.54%
Financial Services 14.27%
Industrials 12.92%
Consumer Cyclical 9.59%
Consumer Defensive 7.53%
Energy 5.55%
Basic Materials 4.78%
Utilities 4.2%
Real Estate 3.91%
Communication Services 1.65%

KLD Market Cap Breakdown

Market Cap Percentage
Giant 29.27%
Large 41.0%
Medium 29.64%
Small 0.0%
Micro 0.0%

KLD Region Breakdown

Region Percentage
U.S. 97.04%
Asia (Emerging) 0.16%
Australia 0.0%
Japan 0.0%
Asia (Developed) 0.0%
Africa 0.0%
Europe 0.0%
Latin America 0.0%
Canada 0.0%
Middle East 0.0%

KLD Market Tier Breakdown

Region Percentage
Developed 99.74%
Emerging 0.16%

KLD Country Breakdown

Country Percentage
United States 97.04%
Switzerland 2.7%
China 0.16%
Other 0.1%
Expense

KLD - Expenses & Fees

This section compares the cost efficiency of KLD to peers in the same ETFdb Category.

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Expenses Ratio Analysis

Expense Ratio
KLD Rank:
KLD 0.50%
Category Low
Category High

Commission Free Trading in KLD

KLD is not currently available for commission free trading on any platforms.

Category Commission Free Trading

There are 16 other ETFs in the Large Cap Blend Equities ETFdb Category that are also eligible for commission free trading:

Performance

KLD - Performance

This section shows how KLD has performed relative to its peer group ETFdb Category.

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1 Week Return
KLD Rank:
KLD 1.84%
Category Low
Category High
4 Week Return
KLD Rank:
KLD 2.82%
Category Low
Category High
13 Week Return
KLD Rank:
KLD 2.38%
Category Low
Category High
26 Week Return
KLD Rank:
KLD 7.88%
Category Low
Category High
Year to Date Return
KLD Rank:
KLD 1.93%
Category Low
Category High
1 Year Return
KLD Rank:
KLD 13.23%
Category Low
Category High
3 Year Return
KLD Rank:
KLD 53.37%
Category Low
Category High
5 Year Return
KLD Rank:
KLD 77.70%
Category Low
Category High
Charts

KLD - Charts

The following charts can be customized to display historical performance in a number of different formats, including line charts, bar charts, and candlesticks. Time periods can be adjusted to increase or decrease the period shown, ranging from five minutes to several months.

The following chart also includes the option to compare the performance of KLD relative to other ETFs and benchmarks or to include indicators such as Bollinger Bands, relative strength, and moving averages.

Valuation

KLD - Valuation

This section shows how the P/E multiple of KLD compares to the peer group ETFdb Category.

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P/E Ratio
KLD Rank:
KLD 18.81
Category Low
Category High

As of Apr 24, 2015

Dividend

KLD - Dividend

This section shows how the dividend yield of KLD compares to the peer group ETFdb Category.

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Annual Dividend Yield
KLD Rank:
KLD 1.22%
Category Low
Category High

As of Apr 24, 2015

Technicals

KLD - Technicals

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KLD Volatility Analysis

This section shows how the volatility of KLD compares to the peer group ETFdb Category.

5 Day Volatility
KLD Rank:
KLD 24.35%
Category Low
Category High
20 Day Volatility
KLD Rank:
KLD 9.97%
Category Low
Category High
50 Day Volatility
KLD Rank:
KLD 11.16%
Category Low
Category High
200 Day Volatility
KLD Rank:
KLD 13.48%
Category Low
Category High
Beta
KLD Rank:
KLD 1.02
Category Low
Category High
Standard Deviation
KLD Rank:
KLD 2.99%
Category Low
Category High

KLD Technicals

  • 20 Day MA: $86.58
  • 60 Day MA: $86.16
  • MACD 15 Period: 0.65
  • MACD 100 Period: 1.75
  • Williams % Range 10 Day: 3.23
  • Williams % Range 20 Day: 2.32
  • RSI 10 Day: 60
  • RSI 20 Day: 56
  • RSI 30 Day: 55
  • Ultimate Oscillator: 54

KLD Bollinger Bands

  • Lower Bollinger (10 Day): $86.25
  • Upper Bollinger (10 Day): $87.62
  • Lower Bollinger (20 Day): $85.33
  • Upper Bollinger (20 Day): $87.78
  • Lower Bollinger (30 Day): $84.92
  • Upper Bollinger (30 Day): $87.82

KLD Support & Resistance

  • Support Level 1: $87.27
  • Support Level 2: $87.01
  • Resistance Level 1: $87.68
  • Resistance Level 2: $87.83

KLD Stochastic

  • Stochastic Oscillator %D (1 Day): 67.18
  • Stochastic Oscillator %D (5 Day): 76.79
  • Stochastic Oscillator %K (1 Day): 55.61
  • Stochastic Oscillator %K (5 Day): 65.97
Fact Sheet

KLD - Fact Sheet

Fact sheets are issued by the ETF provider and framed by ETFdb.com. Information contained within the fact sheet is not guaranteed to be timely or accurate.

2014 Morningstar, Inc. All Rights Reserved. The information contained herein: ( 1 ) is proprietary to Morningstar and/or its content providers; ( 2 ) may not be copied or distributed; and ( 3 ) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.