This ETF tracks the MSCI USA ESG Select Index, a benchmark consisting of some of America's largest companies. However, this fund targets this sector with a twist, investing in 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. As a result, investors get many of the same large caps that are found in other funds in this Category but some notable blue chips are excluded. This leads KLD to be heavy in exposure to tech, consumer and health care companies which is generally different from the other funds in the sector that often put the biggest weightings to energy, industrials and financials. In terms of overall diversification, the fund does a pretty good job, holding on to just under 200 securities in total while not allocating more than 4% to any one individual security. KLD could be a nice building block for investors seeking a fund with more of a conscience, but for investors looking to keep costs down to an absolute minimum, other cheaper options are likely to be more appealing.
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.View the Category Report
The following tables and charts contain in-depth metrics for this ETF and compare it to similar peer ETFs within its ETFdb.com Category.
This ETF is not currently available for commission free trading on any platforms.
There are 15 other ETFs in the Large Cap Blend Equities ETFdb.com Category that are also eligible for commission free trading:
This section shows how this ETF has performed relative to its peer group ETFdb.com Category.
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.
This section shows how the volatility of this ETF compares to the peer group ETFdb.com Category.
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.