ISHARES FTSE KLD SELECT SOCIAL INDEX FUND (ETF)

ISHARES FTSE KLD SELECT SOCIAL INDEX FUND (ETF)

Previous company name
ISHARES KLD SELECT SOCIAL INDEX (ETF)
Name change date
7/2009
Company Overview
iShares KLD Select Social Index (ETF) is a fund that seeks investment results which correspond to the price and yield performance of the KLD Select Social Index (the Index). The fund has its registered office in San Francisco, California. It is publicly traded on the New York Stock Exchange under the trading symbol KLD.
The Index is designed to maximize exposure to large-capitalization companies that KLD Research & Analytics, Inc. (KLD) determines have positive social and environmental characteristics, while at the same time maintaining risk and return characteristics similar to the Russell 1000 Index. The fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index.
The Index consists of approximately 200 to 300 companies drawn from the universe of companies included in the Russell 1000 Index and the S&P 500 Index. KLD evaluates each eligible company’s social and environmental performance using standardized criteria and assigns a score to each company. The selection process is designed so that companies with relatively higher scores are expected to have a higher representation in the Index than they do in the Russell 1000 Index. The fund uses a representative sampling strategy in tracking the Index.
Business Summary
iShares MSCI USA ESG Select Social Index Fund (the Fund), formerly iShares FTSE KLD Select Social Index Fund, seeks to provide investment results that correspond generally to the price and yield performance of the MSCI USA ESG Select Index (the Index). The Index is designed to measure the equity performance of large capitalization companies. The Index consists of approximately 250 companies from the universe of companies included in the MSCI USA Index, . The Fund’s investment advisor is BlackRock Fund Advisors (BFA).
Description and history
iShares KLD Select Social Index Fund (the Fund) seeks investment results that correspond to the price and yield performance of the KLD Select Social Index (the Index). The Index is designed to maximize exposure to large-capitalization companies that KLD Research & Analytics, Inc. (KLD) determines have positive social and environmental characteristics, while at the same time maintaining risk and return characteristics similar to the Russell 1000 Index. The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index.

The Index consists of approximately 200 to 300 companies drawn from the universe of companies included in the Russell 1000 Index and the S&P 500 Index. KLD evaluates each eligible company’s social and environmental performance using standardized criteria and assigns a score to each company. The selection process is designed so that companies with relatively higher scores are expected to have a higher representation in the Index than they do in the Russell 1000 Index. The Fund uses a representative sampling strategy in tracking the Index.

Business Line
Seeks investment results which correspond to the price and yield performance of the KLD Select Social Index (the Index)
Subsidiary

Advisor
PRICEWATERHOUSECOOPERS LLP
IPO date

US SIC Code
6799
Company Address

City province or state postal code

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Country address: UNITED STATES OF AMERICA
Website url: us.ishares.com/home.htm