iShares® ESG Advanced MSCI USA ETF (USXF)
42.05
+0.49
(+1.18%)
USD |
NASDAQ |
Apr 22, 16:00
42.02
-0.03
(-0.07%)
After-Hours: 20:00
Price Chart
Key Stats
Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
---|---|---|---|
0.10% | 0.05% | 933.09M | 74964.77 |
Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
1.16% | 12.00% | 72.59M | Upgrade |
Basic Info
Investment Strategy | |
The investment seeks to track the investment results of the MSCI USA Choice ESG Screened Index (the “underlying index”). The underlying index is a free float-adjusted market capitalization-weighted index designed to reflect the equity performance of large- and mid-capitalization U.S. companies with favorable environmental, social and governance (“ESG”) ratings while applying extensive screens, including removing fossil fuel exposure. The fund generally will invest at least 90% of its assets in the component securities of the underlying index. It is non-diversified. |
General | |
Security Type | Exchange-Traded Fund |
Equity Style | Large Cap/Growth |
Fixed Income Style | -- |
Broad Asset Class | US Equity |
Broad Category | Equity |
Category Name | Large Growth |
Category Index | Russell 1000 Growth TR USD |
Global Category Name | US Equity Large Cap Growth |
YCharts Categorization | US Large Cap Growth |
YCharts Benchmark | Russell 1000 Growth Total Return (^RLGTR) |
Prospectus Objective | Growth and Income |
Fund Owner Firm Name | iShares |
Prospectus Benchmark Index | |
MSCI USA CHOICE ESG SCREENED GR USD | 100.0% |
Broad Asset Class Benchmark Index | |
^SPXTR | 100.0% |
Manager Tenure | |
Greg Savage | 3.79 yrs |
Jennifer Hsui | 3.79 yrs |
Paul Whitehead | 2.25 yrs |
Performance Versus Category
As of April 22, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of April 22, 2024.
Basic Info
Investment Strategy | |
The investment seeks to track the investment results of the MSCI USA Choice ESG Screened Index (the “underlying index”). The underlying index is a free float-adjusted market capitalization-weighted index designed to reflect the equity performance of large- and mid-capitalization U.S. companies with favorable environmental, social and governance (“ESG”) ratings while applying extensive screens, including removing fossil fuel exposure. The fund generally will invest at least 90% of its assets in the component securities of the underlying index. It is non-diversified. |
General | |
Security Type | Exchange-Traded Fund |
Equity Style | Large Cap/Growth |
Fixed Income Style | -- |
Broad Asset Class | US Equity |
Broad Category | Equity |
Category Name | Large Growth |
Category Index | Russell 1000 Growth TR USD |
Global Category Name | US Equity Large Cap Growth |
YCharts Categorization | US Large Cap Growth |
YCharts Benchmark | Russell 1000 Growth Total Return (^RLGTR) |
Prospectus Objective | Growth and Income |
Fund Owner Firm Name | iShares |
Prospectus Benchmark Index | |
MSCI USA CHOICE ESG SCREENED GR USD | 100.0% |
Broad Asset Class Benchmark Index | |
^SPXTR | 100.0% |
Manager Tenure | |
Greg Savage | 3.79 yrs |
Jennifer Hsui | 3.79 yrs |
Paul Whitehead | 2.25 yrs |