iShares MSCI USA ESG Select Index

(AMEX: KLD)
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69.47 Down -0.30 -0.42%
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QUICK STATS
Latest price 69.47 Change -0.30
Net assets 208.94 Mil % Change -0.42%
YTD +17.18 %
Category Growth
Fund family name iShares
Index tracked S&P 500 TR USD
Inception date 01/24/2005
Turnover ratio +20.00 %
Detailed quote Last price update 05/24/2013 03:57 PM ET

OVERVIEW
The investment seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the MSCI USA ESG Select Index (the "underlying index"). 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.
MORNINGSTAR STYLE BOX
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Style Box for ETF
Intermediate-Term High Quality Intermediate-Term High Quality
Intermediate-Term High Quality
ANNUAL RETURNS
2010 2011 2012
MKT 13.88 1.7 9.72
NAV 14.07 1.58 10.23
View additional performance information
MODERN PORTFOLIO THEORY STATISTICS
MEASUREMENT STANDARD INDEX
S&P 500 TR USD
R-Squared (1-year) 98
Beta (1-year) 1.01
Alpha (1-year) -1.71
DATA PROVIDERS

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Quotes are real-time for NASDAQ, NYSE and AMEX. See delay times for other exchanges.

Fundamental company data and historical chart data provided by Thomson Reuters (click for restrictions). Real-time quotes provided by BATS Exchange. Real-time index quotes and delayed quotes supplied by Interactive Data Real-Time Services. Fund summary, fund performance and dividend data provided by Morningstar Inc. Analyst recommendations data provided by Zacks Investment Research. StockScouter data provided by Verus Analytics. IPO data provided by Hoover's Inc. Index membership data provided by SIX Financial Information.

Japanese stock price data provided by Nomura Research Institute Ltd.; quotes delayed 20 minutes. Canadian fund data provided by CANNEX Financial Exchanges Ltd.

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ASSET ALLOCATION
Prospectus Objectives Growth
FEES AND EXPENSES
Expense Ratio 0.50%
Gross Expense Ratio 0.50%
Net Expense Ratio 0.50%
Management Fee 0.50%
VOLATILITY MEASURES
1-year standard deviation 15.35
Mean 0.97
3-year Sharpe ratio 0.75
3-year Treynor ratio 10.8