DSI ETF Analysis: KLD 400 Social | NYSE

Large Blend | NYSE, USA | Market Cap: 5.246m USD | 12M Return: 15.2% | Charts, Fundamentals & Technical Analysis

ESG Equities, U.S. Stocks, Large-Cap, Sustainable Investing
Total Rating 48
Safety 47
Buy Signal -0.27
Large Blend
Category Rotation: -1.2
TER: 0.25%
AUM: 5.25B
Avg Turnover: 13.4M
Risk 3d forecast
Volatility16.9%
VaR 5th Pctl3.16%
VaR vs Median3.75%
Reward TTM
Sharpe Ratio0.78
Rel. Str. IBD43.5
Rel. Str. Peer Group18
Character TTM
Beta1.076
Beta Downside1.075
Hurst Exponent0.484
Drawdowns 3y
Max DD20.58%
CAGR/Max DD0.87
CAGR/Mean DD6.71

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 10.5 years of data

Jan +0.2% 13
Feb -2.0% 18
Mar -0.5% 11
Apr +0.3% 0
May +0.6% 16
Jun -0.5% 14
Jul +1.2% 22
Aug -1.1% 37
Sep -1.4% 32
Oct +0.0% 8
Nov +2.4% 31
Dec -0.6% 9

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: DSI KLD 400 Social

The iShares MSCI KLD 400 Social ETF (DSI) is an exchange-traded fund that aims to track the performance of the MSCI KLD 400 Social Index, a free float-adjusted market capitalization index composed of U.S. companies with positive environmental, social, and governance (ESG) characteristics. The fund invests at least 90% of its assets in securities and depositary receipts representing the underlying index, following a passive, index-replication investment approach typical of ETFs.

As an ESG-screened fund, DSI applies socially responsible investing criteria to select companies based on sustainability, ethical, and corporate governance standards. Listed on the NYSE since 2006, the ETF offers investors diversified exposure to mid- and large-cap U.S. equities that meet defined social responsibility benchmarks.

Headlines to Watch Out For
  • ESG fund inflows accelerate amid sustainable investing demand
  • Anti-ESG regulatory pushback in state legislatures pressures asset growth
  • Tech sector concentration in index amplifies correlation with Nasdaq rally
What is the price of DSI shares?

As of July 28, 2026, the stock is trading at USD 137.58 with a total of 92,446 shares traded. Over the past week, the price has changed by -1.48%, over one month by -2.43%, over three months by +1.88% and over the past year by +15.15%.

Current recommended Stop Loss: 135.20 (which is 1.7% or 1.4 ATR below the current price).

Is DSI a buy, sell or hold?

KLD 400 Social has no consensus analysts rating.