IShares MSCI USA ESG Select ETF SUSA strives to integrate environmental, social, and governance considerations without deviating too far from its parent index. Still, its ESG focus results in active risk that may not be compensated. The fund earns a Morningstar Analyst Rating of Bronze.
Morningstar’s Analysis SUSA
Will SUSA outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SUSA’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the SUSA management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of SUSA’s parent organization’s priorities and whether they’re in line with investors’ interests.